Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MAGUX (BlackRock Utilities & Telecom Instl ) | NA | 1.50% | 6.12% | 1.05% | 5.86% | 7.34% | NA | 7.60% |
Data as of 10/20/2011, AR inception is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAGUX (BlackRock Utilities & Telecom Instl ) | 06/20/1996 | 10/20/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.50 | 6.12 | 1.05 | 5.86 | 7.34 | NA | 7.60 | 0.11 | 6.15 | 14.05 | -33.61 | 25.85 | 25.12 | 14.03 | 26.13 | 22.22 | -19.35 | -14.24 | 1.17 | 13.03 | 24.02 | 24.06 | 10.69 |
| Sharpe Ratio | NA | 0.10 | 0.27 | 0.00 | 0.24 | NA | NA | 0.16 | 0.01 | 0.40 | 0.68 | -0.93 | 1.36 | 2.11 | 1.01 | 2.65 | 1.69 | -0.97 | -1.20 | -0.17 | 0.82 | 1.40 | -2.76 | 2.30 |
| Standard Deviation(%) | NA | 14.52 | 21.99 | 22.49 | 18.81 | NA | NA | 17.03 | 15.46 | 15.09 | 20.43 | 36.85 | 16.80 | 10.37 | 11.74 | 9.50 | 12.74 | 21.13 | 14.04 | 17.02 | 11.91 | 14.76 | 11.26 | 7.65 |
| Draw Down(%) | NA | 12.80 | 21.82 | 47.55 | 47.55 | NA | NA | 48.06 | 12.80 | 10.69 | 21.82 | 42.91 | 10.98 | 6.80 | 11.31 | 7.77 | 14.19 | 33.79 | 20.28 | 16.65 | 10.72 | 11.31 | 8.07 | 6.10 |
| Yield(%) | 0.00 | 2.06 | 3.75 | 4.53 | 4.84 | 8.55 | 6.61 | 8.82 | 0.86 | 2.11 | 2.89 | 4.66 | 11.88 | 2.97 | 2.50 | 2.74 | 4.67 | 2.69 | 4.15 | 41.74 | 6.25 | 9.75 | 11.35 | 6.05 |
Data as of 10/20/2011, AR inception is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAGUX (BlackRock Utilities & Telecom Instl ) |
-14.47%
Feb 2000 - Feb 2003 |
-3.49%
Mar 1998 - Mar 2003 |
2.65%
Feb 1999 - Feb 2009 |
7.55%
Sep 1996 - Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAGUX (BlackRock Utilities & Telecom Instl ) |
27.63%
May 2004 - May 2007 |
23.93%
Oct 2002 - Oct 2007 |
11.98%
Oct 1997 - Oct 2007 |
8.19%
Jul 1996 - Jul 2011 |
Annualized Rolling Returns Comparison Chart