Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCFGX (BlackRock Capital Appreciation Inv C) | 13.27% | -18.89% | 7.69% | 2.03% | 11.15% | 10.21% | 8.46% | … | … |
Data as of 06/04/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCFGX (BlackRock Capital Appreciation Inv C) | 06/20/1996 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | -18.89 | 7.69 | 2.03 | 11.15 | 10.21 | 8.46 | … | … | 13.27 | -26.49 | 2.26 | 38.46 | -46.73 | -1.51 | 28.04 | 30.90 | 0.99 | 31.26 | -1.18 | 5.77 | 7.00 | 32.49 | 12.93 | -9.84 | 18.37 | 35.34 | -39.73 | 19.00 | 2.95 | 8.17 | 5.69 | 26.95 | -29.48 | -20.25 | -7.47 | 34.96 | 33.37 | 30.65 | 9.94 |
| Sharpe Ratio | NA | -0.56 | 0.18 | -0.02 | 0.37 | NA | NA | … | … | 1.65 | -0.75 | -0.17 | 1.84 | -1.37 | -0.07 | 0.77 | 1.90 | -0.01 | 1.32 | -0.09 | 0.34 | 0.44 | 2.37 | 0.85 | -0.38 | 0.89 | 1.43 | -1.05 | 0.97 | -0.03 | 0.54 | 0.33 | 1.58 | -1.18 | -1.15 | -0.40 | 1.74 | 1.30 | 1.42 | 1.35 |
| Standard Deviation(%) | NA | 34.93 | 27.29 | 27.17 | 25.44 | NA | NA | … | … | 19.77 | 39.38 | 26.26 | 18.74 | 35.31 | 22.69 | 36.00 | 15.54 | 22.36 | 23.23 | 15.53 | 16.66 | 15.83 | 13.69 | 15.32 | 25.77 | 20.63 | 24.72 | 38.59 | 16.52 | 11.76 | 11.09 | 14.19 | 16.61 | 25.98 | 19.92 | 28.64 | 18.27 | 23.04 | 18.97 | 11.86 |
| Draw Down(%) | NA | 40.69 | 40.69 | 42.88 | 42.88 | NA | NA | … | … | 14.98 | 34.56 | 26.01 | 13.55 | 47.89 | 18.52 | 31.13 | 8.69 | 22.35 | 14.49 | 15.61 | 14.24 | 11.09 | 6.97 | 13.03 | 23.22 | 16.32 | 18.66 | 48.37 | 8.83 | 10.22 | 7.14 | 14.03 | 12.08 | 33.92 | 32.39 | 23.59 | 10.78 | 25.32 | 11.92 | 6.91 |
| Yield(%) | 0.00 | 0.00 | 12.01 | 10.08 | 14.01 | 12.06 | 10.67 | … | … | 0.00 | 0.00 | 27.51 | 8.57 | 9.00 | 20.99 | 10.57 | 17.82 | 16.64 | 16.96 | 4.97 | 13.23 | 23.43 | 19.01 | 0.00 | 0.00 | 0.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 7.08 | 8.98 | 3.74 | 16.73 | 8.54 |
Data as of 06/04/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCFGX (BlackRock Capital Appreciation Inv C) |
-23.01%
Feb 2000 – Feb 2003 |
-9.38%
Mar 2000 – Mar 2005 |
-4.78%
Aug 2000 – Aug 2010 |
1.02%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCFGX (BlackRock Capital Appreciation Inv C) |
37.21%
Mar 1997 – Mar 2000 |
23.67%
Dec 2016 – Dec 2021 |
17.18%
Sep 2011 – Sep 2021 |
14.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart