Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MDCPX (BlackRock Bal Cap A) | -0.58% | 5.26% | 4.53% | 4.77% | 5.43% | 6.90% | 5.98% | 6.18% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDCPX (BlackRock Bal Cap A) | 12/12/1994 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/12/1994.
AR inception is since 12/12/1994.
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.22 | 5.26 | 4.53 | 4.77 | 5.43 | 6.90 | 5.98 | 6.18 | -0.58 | 8.68 | 16.59 | -18.43 | 3.86 | 11.54 | 21.59 | -3.48 | 14.24 | 8.20 | 0.18 | 10.66 | 20.10 | 12.36 | 2.58 | 10.78 | 18.22 | -28.29 | 5.41 | 14.51 | 3.99 | 1.91 | 21.19 | -13.67 | -5.08 | 7.59 | 1.19 | 5.91 | 21.11 | 12.33 | 23.17 | -1.16 |
| Sharpe Ratio | NA | -0.06 | 0.03 | 0.20 | 0.31 | NA | NA | 0.36 | -0.22 | 0.24 | 1.46 | -1.29 | 0.29 | 0.52 | 2.67 | -0.47 | 3.10 | 0.94 | 0.02 | 1.38 | 2.59 | 1.58 | 0.17 | 0.87 | 1.14 | -1.12 | 0.24 | 1.67 | 0.28 | 0.11 | 1.92 | -0.88 | -0.59 | 0.30 | -0.18 | 0.22 | 1.92 | 1.27 | 2.26 | -1.89 |
| Standard Deviation(%) | NA | 11.30 | 11.54 | 12.24 | 11.94 | NA | NA | 11.99 | 15.30 | 8.56 | 8.55 | 15.42 | 13.35 | 21.68 | 7.55 | 10.13 | 4.41 | 8.47 | 9.51 | 7.69 | 7.75 | 7.87 | 14.69 | 12.26 | 15.87 | 26.11 | 10.23 | 6.76 | 6.61 | 9.04 | 10.68 | 16.78 | 12.66 | 11.49 | 11.06 | 11.76 | 9.13 | 6.88 | 8.55 | 12.79 |
| Draw Down(%) | NA | 12.72 | 15.85 | 31.92 | 31.92 | NA | NA | 41.98 | 10.65 | 5.97 | 8.33 | 24.26 | 11.64 | 24.58 | 3.71 | 12.97 | 1.77 | 7.65 | 7.19 | 5.16 | 5.70 | 7.25 | 15.24 | 10.67 | 18.33 | 39.11 | 6.38 | 5.53 | 4.80 | 5.83 | 10.16 | 24.65 | 17.52 | 5.55 | 13.51 | 17.71 | 5.34 | 4.11 | 7.21 | 2.59 |
| Yield(%) | 0.00 | 4.03 | 2.46 | 1.95 | 4.75 | 6.20 | 5.49 | 6.15 | 0.00 | 4.17 | 2.98 | 0.41 | 0.50 | 1.04 | 6.06 | 6.98 | 18.47 | 4.87 | 4.82 | 13.56 | 11.10 | 6.37 | 1.96 | 2.03 | 2.76 | 6.75 | 9.55 | 7.45 | 8.06 | 0.79 | 2.29 | 3.15 | 7.01 | 12.37 | 8.10 | 6.24 | 9.73 | 10.17 | 4.38 | 1.72 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDCPX (BlackRock Bal Cap A) |
-9.41%
Feb 2006 - Feb 2009 |
-4.66%
Feb 2004 - Feb 2009 |
-1.21%
Feb 1999 - Feb 2009 |
2.96%
Mar 1998 - Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDCPX (BlackRock Bal Cap A) |
19.12%
Mar 1995 - Mar 1998 |
15.97%
Feb 2009 - Feb 2014 |
11.44%
Feb 2009 - Feb 2019 |
9.20%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart