Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRGSX (BlackRock Glbl Sm Cap R) | 15.05% | 34.57% | 23.03% | 8.32% | 10.25% | 8.60% | 7.84% | … | … |
Data as of 06/05/2026, Common starting date is 02/10/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRGSX (BlackRock Glbl Sm Cap R) | 02/10/2003 | 06/05/2026 |
| 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 (%) | -2.44 | 34.57 | 23.03 | 8.32 | 10.25 | 8.60 | 7.84 | … | … | 15.05 | 23.24 | 18.25 | 22.10 | -18.14 | -0.81 | 11.98 | 25.24 | -11.95 | 22.94 | 7.26 | -6.17 | 0.60 | 34.68 | 16.10 | -11.11 | 17.81 | 34.15 | -37.84 | 16.32 | 17.91 | 12.34 | 13.18 | 51.27 |
| Sharpe Ratio | NA | 2.90 | 1.51 | 0.38 | 0.40 | NA | NA | … | … | 3.10 | 1.22 | 1.22 | 1.51 | -0.88 | -0.04 | 0.36 | 2.15 | -0.85 | 0.47 | 0.42 | -0.44 | 0.05 | 2.81 | 1.04 | -0.44 | 0.86 | 1.34 | -1.17 | 0.76 | 1.04 | 1.06 | 0.99 | 4.57 |
| Standard Deviation(%) | NA | 12.55 | 14.12 | 16.99 | 23.04 | NA | NA | … | … | 15.21 | 16.79 | 12.03 | 12.29 | 22.20 | 18.82 | 32.31 | 11.04 | 15.84 | 47.27 | 16.80 | 14.16 | 12.57 | 12.33 | 15.55 | 25.25 | 20.62 | 25.49 | 33.01 | 17.29 | 14.01 | 9.53 | 12.38 | 12.74 |
| Draw Down(%) | NA | 8.10 | 16.88 | 35.89 | 45.60 | NA | NA | … | … | 8.10 | 16.88 | 8.52 | 10.35 | 26.75 | 16.91 | 34.89 | 6.95 | 21.98 | 28.25 | 17.53 | 15.50 | 14.27 | 6.82 | 12.34 | 26.69 | 16.62 | 22.91 | 48.75 | 11.88 | 17.84 | 8.89 | 14.78 | 5.06 |
| Yield(%) | 0.00 | 10.92 | 11.19 | 5.65 | 7.55 | 7.10 | 6.52 | … | … | 0.00 | 11.51 | 17.68 | 1.85 | 1.38 | 0.99 | 1.11 | 1.94 | 3.53 | 33.41 | 0.23 | 4.96 | 14.79 | 14.32 | 2.63 | 0.53 | 0.25 | 0.00 | 7.07 | 17.67 | 12.06 | 7.26 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/10/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGSX (BlackRock Glbl Sm Cap R) |
-11.90%
Feb 2006 – Feb 2009 |
-2.65%
Feb 2004 – Feb 2009 |
3.44%
Oct 2013 – Oct 2023 |
2.85%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGSX (BlackRock Glbl Sm Cap R) |
28.41%
Mar 2003 – Mar 2006 |
21.92%
Feb 2009 – Feb 2014 |
12.24%
Feb 2009 – Feb 2019 |
10.55%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart