Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCCPX (BlackRock Bal Cap C) | 7.95% | 18.45% | 14.01% | 3.93% | 7.08% | 6.99% | 5.89% | … | … |
Data as of 06/03/2026, Common starting date is 12/12/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCCPX (BlackRock Bal Cap 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 (%) | 0.39 | 18.45 | 14.01 | 3.93 | 7.08 | 6.99 | 5.89 | … | … | 7.95 | 14.40 | 11.46 | 15.83 | -19.59 | 0.87 | 10.10 | 20.63 | -4.16 | 13.34 | 7.42 | -0.60 | 9.86 | 19.10 | 11.53 | 1.75 | 9.89 | 17.31 | -28.87 | 4.55 | 13.62 | 3.20 | 1.20 | 20.24 | -14.33 | -5.88 | 6.83 | 0.30 | 5.10 | 20.18 | 11.49 | 21.98 | -1.22 |
| Sharpe Ratio | NA | 2.05 | 1.12 | 0.11 | 0.45 | NA | NA | … | … | 1.78 | 1.14 | 0.73 | 1.45 | -1.35 | 0.06 | 0.45 | 2.55 | -0.55 | 2.89 | 0.85 | -0.07 | 1.28 | 2.46 | 1.47 | 0.12 | 0.80 | 1.08 | -1.14 | 0.14 | 1.51 | 0.14 | 0.02 | 1.82 | -0.92 | -0.67 | 0.23 | -0.28 | 0.14 | 1.80 | 1.13 | 2.08 | -1.96 |
| Standard Deviation(%) | NA | 8.22 | 10.00 | 12.35 | 12.19 | NA | NA | … | … | 10.17 | 10.14 | 10.66 | 8.48 | 15.62 | 15.05 | 21.83 | 7.53 | 10.14 | 4.41 | 8.48 | 9.55 | 7.68 | 7.75 | 7.87 | 14.71 | 12.26 | 15.93 | 26.14 | 10.20 | 6.77 | 6.57 | 8.96 | 10.71 | 16.76 | 12.66 | 11.47 | 11.09 | 11.74 | 9.13 | 6.87 | 8.64 | 12.97 |
| Draw Down(%) | NA | 6.27 | 11.87 | 34.27 | 34.27 | NA | NA | … | … | 6.27 | 10.76 | 5.09 | 8.52 | 25.24 | 13.54 | 24.65 | 3.71 | 13.15 | 1.89 | 7.68 | 7.47 | 5.18 | 5.77 | 7.37 | 15.51 | 10.82 | 18.47 | 39.36 | 6.43 | 5.61 | 4.89 | 5.99 | 10.26 | 24.98 | 17.76 | 5.64 | 13.88 | 18.04 | 5.39 | 4.25 | 7.35 | 2.63 |
| Yield(%) | 0.00 | 10.15 | 7.62 | 3.77 | 5.86 | 6.31 | 5.32 | … | … | 0.00 | 10.60 | 8.81 | 2.37 | 0.19 | 0.00 | 0.45 | 6.25 | 7.28 | 19.77 | 4.70 | 4.65 | 14.04 | 10.85 | 6.05 | 1.32 | 1.42 | 2.13 | 6.52 | 9.28 | 7.03 | 7.64 | 0.40 | 1.55 | 2.55 | 6.56 | 11.94 | 7.65 | 5.57 | 9.16 | 9.69 | 3.88 | 1.64 |
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 |
|---|---|---|---|---|
| MCCPX (BlackRock Bal Cap C) |
-10.12%
Feb 2006 – Feb 2009 |
-5.39%
Feb 2004 – Feb 2009 |
-1.98%
Feb 1999 – Feb 2009 |
2.15%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCCPX (BlackRock Bal Cap C) |
18.13%
Mar 1995 – Mar 1998 |
15.06%
Feb 2009 – Feb 2014 |
10.58%
Feb 2009 – Feb 2019 |
8.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart