Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDFGX (BlackRock Capital Appreciation Inv A) | 13.65% | 26.30% | 25.16% | 12.29% | 16.99% | 14.21% | 11.70% | … | … |
Data as of 06/03/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDFGX (BlackRock Capital Appreciation Inv A) | 06/20/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.91 | 26.30 | 25.16 | 12.29 | 16.99 | 14.21 | 11.70 | … | … | 13.65 | 12.63 | 31.58 | 48.78 | -37.83 | 20.79 | 40.16 | 31.89 | 1.81 | 32.37 | -0.36 | 6.68 | 7.92 | 33.53 | 13.93 | -9.13 | 19.30 | 36.55 | -39.19 | 19.96 | 3.74 | 9.04 | 6.52 | 27.95 | -28.89 | -19.62 | -6.77 | 35.99 | 34.47 | 31.62 | 10.35 |
| Sharpe Ratio | NA | 1.50 | 1.10 | 0.41 | 0.66 | NA | NA | … | … | 1.85 | 0.39 | 1.41 | 2.59 | -1.18 | 1.15 | 1.13 | 1.96 | 0.02 | 1.57 | -0.04 | 0.40 | 0.50 | 2.44 | 0.91 | -0.36 | 0.93 | 1.48 | -1.04 | 1.02 | 0.03 | 0.61 | 0.39 | 1.64 | -1.15 | -1.13 | -0.38 | 1.78 | 1.35 | 1.47 | 1.41 |
| Standard Deviation(%) | NA | 17.48 | 20.98 | 23.57 | 23.31 | NA | NA | … | … | 19.72 | 25.15 | 19.78 | 17.59 | 33.45 | 18.01 | 35.23 | 15.54 | 22.33 | 20.34 | 15.49 | 16.66 | 15.80 | 13.72 | 15.30 | 25.81 | 20.63 | 24.71 | 38.54 | 16.51 | 11.78 | 11.07 | 14.18 | 16.58 | 26.06 | 19.87 | 28.64 | 18.31 | 23.04 | 18.95 | 11.83 |
| Draw Down(%) | NA | 16.74 | 24.43 | 42.49 | 42.49 | NA | NA | … | … | 14.82 | 24.43 | 14.01 | 10.56 | 40.32 | 9.51 | 31.04 | 8.53 | 22.21 | 12.55 | 15.53 | 14.09 | 11.03 | 6.94 | 12.90 | 22.97 | 16.29 | 18.57 | 47.94 | 8.81 | 10.16 | 7.04 | 13.70 | 12.00 | 33.63 | 32.00 | 23.17 | 10.73 | 25.23 | 11.85 | 6.94 |
| Yield(%) | 0.00 | 18.10 | 14.82 | 10.26 | 14.40 | 12.77 | 11.89 | … | … | 0.00 | 18.32 | 15.06 | 5.17 | 5.41 | 14.01 | 7.12 | 12.68 | 12.66 | 14.54 | 3.92 | 10.80 | 20.55 | 17.23 | 0.23 | 0.00 | 0.00 | 0.61 | 0.00 | 0.00 | 0.00 | 0.73 | 0.00 | 0.00 | 0.00 | 0.00 | 7.28 | 9.30 | 4.25 | 17.10 | 9.06 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| MDFGX (BlackRock Capital Appreciation Inv A) |
-22.39%
Feb 2000 – Feb 2003 |
-8.67%
Mar 2000 – Mar 2005 |
-4.01%
Aug 2000 – Aug 2010 |
1.85%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDFGX (BlackRock Capital Appreciation Inv A) |
38.28%
Mar 1997 – Mar 2000 |
24.65%
Dec 2016 – Dec 2021 |
18.15%
Sep 2011 – Sep 2021 |
15.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart