Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBFGX (BlackRock Capital Appreciation Inv B) | NA | 22.23% | 10.37% | 12.49% | 7.33% | 8.44% | 5.64% | … | … |
Data as of 02/01/2018, Common starting date is 05/23/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBFGX (BlackRock Capital Appreciation Inv B) | 05/23/1995 | 02/01/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 22.23 | 10.37 | 12.49 | 7.33 | 8.44 | 5.64 | … | … | 0.00 | 27.77 | -1.53 | 5.77 | 7.31 | 32.38 | 12.73 | -9.90 | 18.22 | 35.38 | -39.74 | 18.98 | 2.91 | 8.24 | 5.65 | 27.03 | -29.48 | -20.24 | -7.51 | 34.98 | 33.41 | 30.65 | 17.71 | 19.86 |
| Sharpe Ratio | NA | 1.05 | 0.59 | 0.74 | 0.31 | NA | NA | … | … | 0.00 | 1.32 | -0.11 | 0.34 | 0.46 | 2.37 | 0.50 | -0.39 | 0.88 | 1.43 | -1.05 | 0.97 | -0.03 | 0.55 | 0.33 | 1.59 | -1.17 | -1.15 | -0.40 | 1.73 | 1.31 | 1.42 | 1.15 | 3.07 |
| Standard Deviation(%) | NA | 20.54 | 17.48 | 16.54 | 22.74 | NA | NA | … | … | NA | 20.69 | 15.47 | 16.65 | 15.81 | 13.66 | 25.44 | 25.75 | 20.64 | 24.67 | 38.62 | 16.54 | 11.78 | 11.03 | 14.21 | 16.55 | 26.08 | 19.90 | 28.72 | 18.40 | 23.02 | 18.98 | 12.22 | 10.11 |
| Draw Down(%) | NA | 13.41 | 20.35 | 20.35 | 48.20 | NA | NA | … | … | 0.00 | 13.41 | 15.61 | 14.22 | 11.13 | 7.03 | 17.02 | 23.22 | 16.40 | 18.69 | 48.39 | 8.87 | 10.22 | 7.12 | 14.05 | 12.15 | 33.94 | 32.40 | 23.56 | 10.76 | 25.33 | 11.89 | 6.98 | 4.05 |
| Yield(%) | 0.00 | 14.78 | 10.52 | 14.15 | 7.97 | 8.83 | 6.20 | … | … | 0.00 | 15.29 | 5.03 | 13.32 | 23.00 | 18.87 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.98 | 9.09 | 3.95 | 17.02 | 9.34 | 2.48 |
Data as of 02/01/2018, Common starting date is 05/23/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBFGX (BlackRock Capital Appreciation Inv B) |
-22.99%
Feb 2000 – Feb 2003 |
-9.37%
Mar 2000 – Mar 2005 |
-4.78%
Aug 2000 – Aug 2010 |
1.01%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBFGX (BlackRock Capital Appreciation Inv B) |
37.21%
Mar 1997 – Mar 2000 |
28.25%
Aug 1995 – Aug 2000 |
8.22%
Jun 1995 – Jun 2005 |
8.47%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart