Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MKCPX (BlackRock Balanced Capital Fund Inc. -) | 8.75% | 19.72% | 15.36% | 8.72% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/29/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MKCPX (BlackRock Balanced Capital Fund Inc. -) | 01/29/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 19.72 | 15.36 | 8.72 | NA | NA | NA | … | … | 8.75 | 15.70 | 12.80 | 16.94 | -15.43 | 16.84 | 15.48 | 21.98 | -7.26 |
| Sharpe Ratio | NA | 2.14 | 1.35 | 0.60 | NA | NA | NA | … | … | 1.89 | 1.27 | 1.13 | 1.57 | -1.13 | 1.94 | 0.71 | 2.73 | -0.90 |
| Standard Deviation(%) | NA | 8.25 | 9.17 | 10.43 | NA | NA | NA | … | … | 10.21 | 10.14 | 8.10 | 8.53 | 14.97 | 8.67 | 21.43 | 7.51 | 10.36 |
| Draw Down(%) | NA | 6.18 | 10.62 | 21.81 | NA | NA | NA | … | … | 6.18 | 10.62 | 5.03 | 8.23 | 21.55 | 3.68 | 24.59 | 3.74 | 12.79 |
| Yield(%) | 0.00 | 8.93 | 7.34 | 6.73 | 5.70 | 3.80 | 2.85 | … | … | 0.00 | 9.39 | 8.15 | 3.50 | 3.21 | 13.08 | 4.81 | 6.42 | 7.03 |
Data as of 06/04/2026, Common starting date is 01/29/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKCPX (BlackRock Balanced Capital Fund Inc. -) |
3.66%
Apr 2021 – Apr 2024 |
6.17%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKCPX (BlackRock Balanced Capital Fund Inc. -) |
18.07%
Dec 2018 – Dec 2021 |
11.66%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart