Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBGUX (BlackRock Utilities & Telecom B1) | NA | 1.06% | 5.47% | 0.35% | 4.96% | 6.45% | NA | … | … |
Data as of 10/20/2011, Common starting date is 05/23/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBGUX (BlackRock Utilities & Telecom B1) | 05/23/1995 | 10/20/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.06 | 5.47 | 0.35 | 4.96 | 6.45 | NA | … | … | -0.05 | 5.45 | 13.13 | -34.12 | 24.75 | 24.14 | 13.26 | 24.82 | 20.18 | -20.06 | -14.83 | 0.38 | 12.15 | 23.62 | 22.20 | 13.38 | 12.54 |
| Sharpe Ratio | NA | 0.07 | 0.24 | -0.03 | 0.19 | NA | NA | … | … | -0.01 | 0.36 | 0.64 | -0.95 | 1.30 | 2.03 | 0.94 | 2.51 | 1.52 | -1.01 | -1.24 | -0.21 | 0.75 | 1.37 | -2.92 | 1.20 | 2.85 |
| Standard Deviation(%) | NA | 14.52 | 22.00 | 22.49 | 18.80 | NA | NA | … | … | 15.45 | 15.09 | 20.40 | 36.88 | 16.83 | 10.31 | 11.78 | 9.51 | 12.81 | 20.96 | 14.00 | 17.06 | 11.88 | 14.78 | 11.27 | 8.18 | 6.23 |
| Draw Down(%) | NA | 12.92 | 21.89 | 48.07 | 48.07 | NA | NA | … | … | 12.92 | 10.76 | 21.89 | 43.37 | 11.00 | 6.73 | 11.37 | 7.87 | 14.52 | 34.12 | 20.62 | 16.81 | 11.22 | 11.34 | 8.08 | 6.85 | 2.79 |
| Yield(%) | 0.00 | 1.35 | 2.99 | 3.83 | 3.86 | 7.80 | 6.90 | … | … | 0.59 | 1.46 | 2.00 | 3.92 | 10.84 | 2.09 | 1.63 | 1.68 | 2.85 | 2.05 | 3.42 | 41.15 | 5.52 | 9.42 | 9.80 | 6.08 | 4.35 |
Data as of 10/20/2011, Common starting date is 05/23/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBGUX (BlackRock Utilities & Telecom B1) |
-15.35%
Feb 2000 – Feb 2003 |
-4.35%
Mar 1998 – Mar 2003 |
1.73%
Feb 1999 – Feb 2009 |
6.60%
Jun 1995 – Jun 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBGUX (BlackRock Utilities & Telecom B1) |
26.55%
May 2004 – May 2007 |
22.65%
Oct 2002 – Oct 2007 |
11.03%
Oct 1997 – Oct 2007 |
7.27%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart