Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFGBX (BlackRock Capital Appreciation BlackRock) | 6.24% | 16.52% | 22.23% | 10.46% | 16.70% | 14.34% | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/03/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFGBX (BlackRock Capital Appreciation BlackRock) | 12/03/2009 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.64 | 16.52 | 22.23 | 10.46 | 16.70 | 14.34 | NA | … | … | 6.24 | -2.81 | 32.03 | 49.33 | -37.63 | 21.19 | 40.65 | 32.37 | 2.18 | 32.98 | 0.03 | 7.13 | 8.29 | 34.03 | 14.29 | -8.78 | 19.66 | 3.09 |
| Sharpe Ratio | NA | 1.02 | 0.97 | 0.38 | 0.65 | NA | NA | … | … | 0.97 | -0.15 | 1.44 | 2.62 | -1.16 | 1.18 | 1.14 | 1.99 | 0.04 | 1.64 | -0.01 | 0.43 | 0.52 | 2.48 | 0.93 | -0.34 | 0.96 | 4.64 |
| Standard Deviation(%) | NA | 17.95 | 21.08 | 23.68 | 23.33 | NA | NA | … | … | 20.64 | 27.18 | 19.70 | 17.58 | 33.69 | 18.01 | 35.25 | 15.53 | 22.34 | 19.84 | 15.49 | 16.64 | 15.82 | 13.69 | 15.38 | 25.77 | 20.43 | 10.72 |
| Draw Down(%) | NA | 16.65 | 24.38 | 42.33 | 42.33 | NA | NA | … | … | 14.80 | 24.38 | 13.98 | 10.48 | 40.16 | 9.48 | 31.05 | 8.46 | 22.12 | 12.19 | 15.46 | 14.03 | 11.00 | 6.90 | 12.88 | 22.84 | 16.20 | 1.47 |
| Yield(%) | 0.00 | 15.04 | 12.83 | 8.99 | 13.79 | 12.93 | 11.72 | … | … | 0.00 | 15.47 | 13.11 | 4.87 | 4.76 | 12.73 | 6.42 | 11.59 | 12.00 | 14.14 | 3.68 | 10.23 | 20.00 | 16.94 | 0.83 | 0.00 | 0.00 | 0.45 |
Data as of 06/10/2026, Common starting date is 12/03/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFGBX (BlackRock Capital Appreciation BlackRock) |
2.06%
Dec 2019 – Dec 2022 |
7.04%
Feb 2011 – Feb 2016 |
11.27%
Sep 2012 – Sep 2022 |
12.72%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFGBX (BlackRock Capital Appreciation BlackRock) |
31.46%
Sep 2022 – Sep 2025 |
25.12%
Dec 2016 – Dec 2021 |
18.59%
Sep 2011 – Sep 2021 |
15.43%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart