Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRFGX (BlackRock Cap Appreciation Fd Inc. Inv R) | 13.53% | 25.00% | 24.77% | 11.65% | 16.57% | 13.97% | 11.36% | … | … |
Data as of 06/04/2026, Common starting date is 01/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRFGX (BlackRock Cap Appreciation Fd Inc. Inv R) | 01/28/2003 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 25.00 | 24.77 | 11.65 | 16.57 | 13.97 | 11.36 | … | … | 13.53 | 12.39 | 31.14 | 48.22 | -38.07 | 20.38 | 39.80 | 31.52 | 1.55 | 32.00 | -0.62 | 6.38 | 7.55 | 33.20 | 13.53 | -9.42 | 19.02 | 35.99 | -39.41 | 19.58 | 3.49 | 8.80 | 6.25 | 30.67 |
| Sharpe Ratio | NA | 1.47 | 1.06 | 0.39 | 0.64 | NA | NA | … | … | 1.70 | 0.38 | 1.40 | 2.56 | -1.18 | 1.13 | 1.12 | 1.94 | 0.01 | 1.38 | -0.05 | 0.38 | 0.48 | 2.43 | 0.89 | -0.37 | 0.92 | 1.45 | -1.04 | 1.00 | 0.01 | 0.59 | 0.37 | 2.01 |
| Standard Deviation(%) | NA | 17.32 | 20.92 | 23.54 | 23.53 | NA | NA | … | … | 19.71 | 25.05 | 19.70 | 17.55 | 33.49 | 18.00 | 35.24 | 15.52 | 22.37 | 22.89 | 15.50 | 16.66 | 15.84 | 13.65 | 15.35 | 25.77 | 20.63 | 24.69 | 38.55 | 16.50 | 11.74 | 11.04 | 14.19 | 16.22 |
| Draw Down(%) | NA | 16.84 | 24.44 | 42.65 | 42.65 | NA | NA | … | … | 14.88 | 24.44 | 14.04 | 10.69 | 40.48 | 9.54 | 31.07 | 8.56 | 22.25 | 14.30 | 15.51 | 14.15 | 11.08 | 6.94 | 12.97 | 23.07 | 16.26 | 18.63 | 48.15 | 8.86 | 10.15 | 7.06 | 13.82 | 6.32 |
| Yield(%) | 0.00 | 27.10 | 20.58 | 13.03 | 16.50 | 13.94 | 12.64 | … | … | 0.00 | 27.63 | 21.23 | 6.86 | 7.30 | 17.90 | 9.04 | 15.64 | 14.97 | 16.75 | 4.56 | 12.31 | 22.56 | 18.53 | 0.00 | 0.00 | 0.09 | 0.33 | 0.00 | 0.00 | 0.00 | 0.65 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/28/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRFGX (BlackRock Cap Appreciation Fd Inc. Inv R) |
-12.86%
Feb 2006 – Feb 2009 |
-5.32%
Feb 2004 – Feb 2009 |
5.37%
Feb 2006 – Feb 2016 |
7.12%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRFGX (BlackRock Cap Appreciation Fd Inc. Inv R) |
30.61%
Sep 2022 – Sep 2025 |
24.30%
Dec 2016 – Dec 2021 |
17.80%
Sep 2011 – Sep 2021 |
15.39%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart