Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCGUX (BlackRock Utilities & Telecom C1) | NA | 1.11% | 5.43% | 0.31% | 4.94% | 6.46% | NA | … | … |
Data as of 10/20/2011, Common starting date is 06/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCGUX (BlackRock Utilities & Telecom C1) | 06/28/1996 | 10/20/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.11 | 5.43 | 0.31 | 4.94 | 6.46 | NA | … | … | -0.01 | 5.35 | 13.04 | -34.20 | 24.79 | 24.14 | 13.11 | 25.22 | 20.13 | -20.10 | -15.01 | 0.38 | 12.14 | 23.55 | 23.06 | 7.23 |
| Sharpe Ratio | NA | 0.07 | 0.24 | -0.03 | 0.19 | NA | NA | … | … | 0.00 | 0.35 | 0.63 | -0.95 | 1.30 | 2.01 | 0.93 | 2.55 | 1.52 | -1.00 | -1.26 | -0.21 | 0.75 | 1.37 | -2.85 | 1.48 |
| Standard Deviation(%) | NA | 14.51 | 21.98 | 22.50 | 18.83 | NA | NA | … | … | 15.43 | 15.14 | 20.48 | 36.88 | 16.82 | 10.41 | 11.74 | 9.53 | 12.76 | 21.09 | 13.96 | 17.08 | 11.91 | 14.78 | 11.25 | 7.62 |
| Draw Down(%) | NA | 12.87 | 21.90 | 48.07 | 48.07 | NA | NA | … | … | 12.87 | 10.83 | 21.90 | 43.40 | 11.00 | 6.72 | 11.32 | 7.82 | 14.50 | 34.22 | 20.66 | 16.82 | 11.24 | 11.36 | 8.05 | 6.18 |
| Yield(%) | 0.00 | 1.41 | 3.06 | 3.90 | 3.92 | 7.88 | 5.93 | … | … | 0.64 | 1.48 | 2.06 | 3.98 | 10.99 | 2.13 | 1.66 | 1.94 | 2.92 | 2.07 | 3.42 | 41.26 | 5.49 | 9.43 | 10.60 | 5.30 |
Data as of 10/20/2011, Common starting date is 06/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCGUX (BlackRock Utilities & Telecom C1) |
-15.40%
Feb 2000 – Feb 2003 |
-4.41%
Mar 1998 – Mar 2003 |
1.71%
Feb 1999 – Feb 2009 |
6.66%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCGUX (BlackRock Utilities & Telecom C1) |
26.61%
May 2004 – May 2007 |
22.66%
Oct 2002 – Oct 2007 |
11.01%
Oct 1997 – Oct 2007 |
7.28%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart