Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCSWX (BlackRock Sm Cap Gr II C) | NA | 12.67% | 6.00% | 9.63% | 7.82% | 10.06% | NA | … | … |
Data as of 03/09/2018, Common starting date is 10/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCSWX (BlackRock Sm Cap Gr II C) | 10/29/1999 | 03/09/2018 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.67 | 6.00 | 9.63 | 7.82 | 10.06 | NA | … | … | 2.49 | 12.76 | 12.07 | -4.70 | 1.06 | 43.61 | 8.44 | -1.80 | 20.72 | 32.68 | -41.68 | 13.02 | 9.51 | 12.05 | 13.91 | 39.10 | -25.70 | -15.13 | -11.77 | 39.16 |
| Sharpe Ratio | NA | 0.69 | 0.32 | 0.54 | 0.30 | NA | NA | … | … | 0.69 | 0.75 | 0.62 | -0.27 | 0.06 | 2.90 | 0.45 | -0.05 | 0.85 | 1.06 | -1.09 | 0.56 | 0.36 | 0.63 | 0.72 | 2.00 | -1.10 | -0.64 | -0.37 | 30.62 |
| Standard Deviation(%) | NA | 17.16 | 17.84 | 17.46 | 24.46 | NA | NA | … | … | 18.79 | 16.23 | 19.01 | 17.77 | 18.34 | 15.01 | 18.88 | 33.31 | 24.23 | 30.71 | 38.84 | 17.86 | 17.54 | 15.63 | 17.89 | 19.20 | 24.34 | 27.59 | 42.64 | 19.27 |
| Draw Down(%) | NA | 9.91 | 29.89 | 29.89 | 56.10 | NA | NA | … | … | 9.83 | 8.26 | 18.30 | 15.51 | 15.88 | 6.54 | 20.25 | 31.61 | 22.34 | 27.90 | 53.03 | 10.48 | 18.61 | 11.80 | 18.52 | 10.30 | 33.74 | 33.60 | 46.81 | 3.36 |
| Yield(%) | 0.00 | 17.06 | 8.63 | 12.54 | 8.86 | 12.34 | 6.67 | … | … | 4.91 | 12.47 | 0.28 | 9.77 | 14.22 | 29.29 | 13.76 | 2.36 | 0.00 | 0.00 | 0.00 | 16.25 | 9.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/09/2018, Common starting date is 10/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCSWX (BlackRock Sm Cap Gr II C) |
-26.00%
Feb 2000 – Feb 2003 |
-8.01%
Feb 2000 – Feb 2005 |
-3.35%
Feb 2000 – Feb 2010 |
2.18%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCSWX (BlackRock Sm Cap Gr II C) |
27.80%
Feb 2009 – Feb 2012 |
24.03%
Feb 2009 – Feb 2014 |
9.74%
Mar 2003 – Mar 2013 |
9.79%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart