Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCRFX (BlackRock MdCp Val Opp C) | 8.38% | 18.09% | 12.48% | 3.21% | 7.70% | 7.96% | 6.24% | … | … |
Data as of 06/10/2026, Common starting date is 06/16/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCRFX (BlackRock MdCp Val Opp C) | 06/16/1997 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.95 | 18.09 | 12.48 | 3.21 | 7.70 | 7.96 | 6.24 | … | … | 8.38 | 12.57 | 8.19 | 11.40 | -9.71 | 8.72 | 4.55 | 28.25 | -10.46 | 7.70 | 21.43 | -7.48 | 5.85 | 32.01 | 12.15 | -1.53 | 24.40 | 33.89 | -36.48 | 2.79 | -3.84 | -7.86 | 16.11 | 32.87 | -27.28 | 19.18 | -0.28 | 3.64 | 0.73 | -5.55 |
| Sharpe Ratio | NA | 1.42 | 0.72 | 0.04 | 0.32 | NA | NA | … | … | 1.41 | 0.57 | 0.40 | 0.56 | -0.50 | 0.49 | 0.11 | 2.08 | -0.79 | 0.73 | 1.23 | -0.47 | 0.45 | 2.47 | 0.74 | -0.06 | 1.16 | 1.14 | -0.90 | -0.02 | -0.42 | -0.49 | 1.15 | 1.94 | -1.15 | 0.82 | -0.21 | 0.02 | -0.17 | -0.60 |
| Standard Deviation(%) | NA | 13.05 | 14.11 | 16.79 | 19.47 | NA | NA | … | … | 14.22 | 17.05 | 11.56 | 13.90 | 22.33 | 17.76 | 40.41 | 12.87 | 15.14 | 9.73 | 17.21 | 15.97 | 13.07 | 12.97 | 16.46 | 28.24 | 20.92 | 29.55 | 41.65 | 15.82 | 17.51 | 20.72 | 13.19 | 16.57 | 24.70 | 20.87 | 21.61 | 13.26 | 16.43 | 22.71 |
| Draw Down(%) | NA | 9.65 | 18.43 | 29.21 | 42.12 | NA | NA | … | … | 9.65 | 16.04 | 7.84 | 12.97 | 23.68 | 16.97 | 42.12 | 7.62 | 21.84 | 7.59 | 12.77 | 13.88 | 13.07 | 6.22 | 13.83 | 25.73 | 17.68 | 26.22 | 51.48 | 15.19 | 15.18 | 16.94 | 10.39 | 12.88 | 39.50 | 24.54 | 14.17 | 14.57 | 23.92 | 19.49 |
| Yield(%) | 0.00 | 16.60 | 11.94 | 6.02 | 7.71 | 8.29 | 6.33 | … | … | 0.00 | 17.19 | 13.93 | 4.92 | 0.60 | 0.56 | 0.87 | 5.46 | 8.20 | 22.86 | 6.83 | 14.00 | 15.39 | 7.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.74 | 17.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 06/16/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCRFX (BlackRock MdCp Val Opp C) |
-20.48%
Feb 2006 – Feb 2009 |
-12.02%
Feb 2004 – Feb 2009 |
-3.68%
Feb 1999 – Feb 2009 |
1.24%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCRFX (BlackRock MdCp Val Opp C) |
29.03%
Feb 2009 – Feb 2012 |
24.38%
Feb 2009 – Feb 2014 |
14.08%
Feb 2009 – Feb 2019 |
11.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart