Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDGUX (BlackRock Utilities & Telecom A) | NA | 1.32% | 5.93% | 0.84% | 5.52% | 7.04% | NA | … | … |
Data as of 10/20/2011, Common starting date is 06/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDGUX (BlackRock Utilities & Telecom A) | 06/28/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.32 | 5.93 | 0.84 | 5.52 | 7.04 | NA | … | … | 0.05 | 5.87 | 13.90 | -33.77 | 25.53 | 24.80 | 13.84 | 25.61 | 20.94 | -19.61 | -14.43 | 0.89 | 12.76 | 23.89 | 23.78 | 7.52 |
| Sharpe Ratio | NA | 0.09 | 0.27 | -0.01 | 0.22 | NA | NA | … | … | 0.00 | 0.38 | 0.67 | -0.94 | 1.35 | 2.09 | 0.99 | 2.58 | 1.58 | -0.98 | -1.22 | -0.18 | 0.80 | 1.40 | -2.78 | 1.57 |
| Standard Deviation(%) | NA | 14.51 | 21.96 | 22.47 | 18.80 | NA | NA | … | … | 15.43 | 15.05 | 20.46 | 36.82 | 16.80 | 10.35 | 11.76 | 9.57 | 12.78 | 21.10 | 13.96 | 17.08 | 11.93 | 14.73 | 11.26 | 7.56 |
| Draw Down(%) | NA | 12.84 | 21.87 | 47.68 | 47.68 | NA | NA | … | … | 12.84 | 10.85 | 21.87 | 43.04 | 10.98 | 6.72 | 11.36 | 7.74 | 14.45 | 33.94 | 20.41 | 16.72 | 10.88 | 11.31 | 8.09 | 6.16 |
| Yield(%) | 0.00 | 1.87 | 3.56 | 4.35 | 4.51 | 8.32 | 6.26 | … | … | 0.79 | 1.94 | 2.68 | 4.44 | 11.59 | 2.71 | 2.22 | 2.30 | 3.66 | 2.51 | 3.93 | 41.50 | 6.02 | 9.63 | 11.10 | 5.70 |
Data as of 10/20/2011, Common starting date is 06/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDGUX (BlackRock Utilities & Telecom A) |
-14.89%
Feb 2000 – Feb 2003 |
-3.86%
Mar 1998 – Mar 2003 |
2.30%
Feb 1999 – Feb 2009 |
7.23%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDGUX (BlackRock Utilities & Telecom A) |
27.23%
May 2004 – May 2007 |
23.37%
Oct 2002 – Oct 2007 |
11.62%
Oct 1997 – Oct 2007 |
7.87%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart