Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCBAX (BlackRock Basic Value Inv C) | 8.54% | 27.61% | 17.69% | 3.02% | 5.23% | 6.48% | 5.25% | … | … |
Data as of 06/03/2026, Common starting date is 12/12/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCBAX (BlackRock Basic Value Inv C) | 12/12/1994 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.08 | 27.61 | 17.69 | 3.02 | 5.23 | 6.48 | 5.25 | … | … | 8.54 | 23.99 | 9.15 | 14.95 | -15.93 | -1.22 | -10.83 | 22.77 | -8.60 | 7.42 | 17.29 | -7.26 | 8.38 | 36.91 | 12.92 | -3.83 | 11.84 | 29.39 | -37.14 | 0.42 | 21.42 | 2.86 | 6.60 | 31.34 | -17.57 | -1.49 | 2.29 | 9.88 | 10.48 | 28.19 | 16.56 | 28.87 | 1.29 |
| Sharpe Ratio | NA | 2.01 | 1.04 | 0.02 | 0.17 | NA | NA | … | … | 1.13 | 1.27 | 0.50 | 0.84 | -0.75 | -0.06 | -0.28 | 1.82 | -0.65 | 0.68 | 0.97 | -0.43 | 0.68 | 3.04 | 0.90 | -0.15 | 0.61 | 1.03 | -0.91 | -0.17 | 1.86 | 0.06 | 0.47 | 1.81 | -0.72 | -0.21 | -0.11 | 0.45 | 0.45 | 1.71 | 1.36 | 3.45 | 3.64 |
| Standard Deviation(%) | NA | 12.35 | 13.75 | 17.86 | 19.74 | NA | NA | … | … | 14.44 | 16.63 | 11.02 | 13.58 | 23.19 | 22.05 | 39.90 | 11.68 | 15.40 | 9.94 | 17.54 | 16.78 | 12.38 | 12.13 | 14.40 | 25.89 | 19.19 | 28.35 | 41.65 | 15.75 | 9.73 | 9.79 | 12.00 | 16.94 | 25.87 | 19.06 | 18.24 | 14.57 | 15.75 | 14.23 | 9.41 | 7.21 | 6.58 |
| Draw Down(%) | NA | 11.34 | 15.62 | 36.71 | 39.55 | NA | NA | … | … | 11.34 | 15.62 | 6.99 | 12.19 | 25.74 | 23.92 | 39.55 | 7.70 | 19.80 | 6.14 | 14.03 | 15.85 | 10.06 | 5.40 | 13.29 | 24.34 | 17.31 | 27.40 | 49.17 | 12.76 | 8.07 | 7.60 | 12.22 | 16.39 | 34.57 | 24.46 | 12.92 | 12.98 | 18.13 | 8.68 | 7.91 | 3.38 | 0.46 |
| Yield(%) | 0.00 | 20.05 | 13.29 | 5.86 | 7.09 | 8.15 | 6.31 | … | … | 0.00 | 21.19 | 11.39 | 6.49 | 0.93 | 0.76 | 0.58 | 15.03 | 22.37 | 3.83 | 3.01 | 12.52 | 22.14 | 16.46 | 8.68 | 1.71 | 0.75 | 1.36 | 2.78 | 12.27 | 13.39 | 5.55 | 2.76 | 0.62 | 2.68 | 10.07 | 16.48 | 9.95 | 7.85 | 8.79 | 6.90 | 2.60 | 1.49 |
Data as of 06/03/2026, Common starting date is 12/12/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCBAX (BlackRock Basic Value Inv C) |
-15.03%
Feb 2006 – Feb 2009 |
-7.80%
Feb 2004 – Feb 2009 |
-1.59%
Feb 1999 – Feb 2009 |
1.44%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCBAX (BlackRock Basic Value Inv C) |
25.49%
Mar 1995 – Mar 1998 |
21.16%
Feb 2009 – Feb 2014 |
12.80%
Feb 2009 – Feb 2019 |
8.20%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart