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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MEMTX (Blkrc Sgy Mnp A) -3.52% -3.56% 0.81% 0.27% 1.70% 2.65% NA 3.11%
Data as of 07/25/2025, AR inception is 10/06/2006
More Performance Analytics Comparison
Name Start Date End Date
MEMTX (Blkrc Sgy Mnp A) 10/06/2006 07/25/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) 0.40 -3.56 0.81 0.27 1.70 2.65 NA 3.11 -3.52 2.67 4.98 -11.72 5.71 0.32 6.55 0.96 7.82 0.60 3.43 9.36 -3.09 8.19 11.06 3.16 13.25 -4.31 3.09 0.26
Sharpe Ratio NA -1.02 -0.49 -0.39 0.06 NA NA 0.48 -1.17 -0.93 0.17 -2.52 2.91 0.01 2.75 -0.21 3.18 0.13 1.74 3.78 -0.77 2.84 4.12 1.07 4.26 -1.20 0.04 -1.11
Standard Deviation(%) NA 6.58 5.21 4.57 4.72 NA NA 4.04 7.88 4.22 4.32 5.22 1.96 9.92 1.87 1.67 2.27 2.90 1.95 2.47 4.06 2.89 2.68 2.87 3.09 4.34 2.36 1.99
Draw Down(%) NA 6.37 8.74 16.40 16.78 NA NA 16.78 5.94 3.04 7.11 16.40 2.10 16.78 0.85 1.71 1.45 6.01 2.34 1.97 8.10 2.54 2.23 5.18 2.68 9.03 1.68 0.78
Yield(%) 0.00 3.18 2.92 2.48 2.86 3.17 3.07 3.41 1.47 3.41 2.82 2.07 1.86 2.11 2.70 4.36 2.81 3.59 2.65 2.97 3.38 3.66 3.64 3.30 3.73 3.55 3.42 0.36
Data as of 07/25/2025, AR inception is 10/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MEMTX (Blkrc Sgy Mnp A) -3.40%
Oct 2019 - Oct 2022
-0.68%
Oct 2018 - Oct 2023
1.39%
Oct 2012 - Oct 2022
2.84%
May 2010 - May 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MEMTX (Blkrc Sgy Mnp A) 9.07%
Dec 2008 - Dec 2011
6.70%
Feb 2008 - Feb 2013
5.42%
Nov 2008 - Nov 2018
4.29%
Dec 2006 - Dec 2021
Annualized Rolling Returns Comparison Chart