MACPX vs. NASDX
Compare and contrast key facts about BlackRock Sustainable Balanced Fund (MACPX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
MACPX is managed by BlackRock. It was launched on Nov 7, 1973. NASDX is a passively managed fund by BlackRock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Performance
MACPX vs. NASDX - Performance Comparison
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MACPX vs. NASDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MACPX BlackRock Sustainable Balanced Fund | -1.97% | 15.58% | 12.77% | 16.88% | -15.50% | 16.76% | 15.37% | 21.86% | -3.18% | 14.61% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | -9.12% | 21.00% | 36.91% | 54.69% | -32.57% | 27.32% | 48.59% | 38.22% | -1.21% | 31.27% |
Returns By Period
In the year-to-date period, MACPX achieves a -1.97% return, which is significantly higher than NASDX's -9.12% return. Over the past 10 years, MACPX has underperformed NASDX with an annualized return of 9.48%, while NASDX has yielded a comparatively higher 19.08% annualized return.
MACPX
- 1D
- 0.00%
- 1M
- -5.98%
- YTD
- -1.97%
- 6M
- 0.11%
- 1Y
- 12.95%
- 3Y*
- 12.01%
- 5Y*
- 7.49%
- 10Y*
- 9.48%
NASDX
- 1D
- -0.79%
- 1M
- -8.02%
- YTD
- -9.12%
- 6M
- -6.79%
- 1Y
- 19.59%
- 3Y*
- 24.51%
- 5Y*
- 14.42%
- 10Y*
- 19.08%
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MACPX vs. NASDX - Expense Ratio Comparison
MACPX has a 0.50% expense ratio, which is lower than NASDX's 0.63% expense ratio.
Return for Risk
MACPX vs. NASDX — Risk / Return Rank
MACPX
NASDX
MACPX vs. NASDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Sustainable Balanced Fund (MACPX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MACPX | NASDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.88 | +0.38 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.40 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.20 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.31 | +0.11 |
Martin ratioReturn relative to average drawdown | 6.77 | 5.01 | +1.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MACPX | NASDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.88 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.63 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.85 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.29 | +0.36 |
Correlation
The correlation between MACPX and NASDX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MACPX vs. NASDX - Dividend Comparison
MACPX's dividend yield for the trailing twelve months is around 8.97%, more than NASDX's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MACPX BlackRock Sustainable Balanced Fund | 8.97% | 8.79% | 7.66% | 3.00% | 3.91% | 12.46% | 4.22% | 5.49% | 8.12% | 19.65% | 4.94% | 5.32% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 3.93% | 3.76% | 16.95% | 7.61% | 3.75% | 2.59% | 1.28% | 7.09% | 2.47% | 1.65% | 0.75% | 0.85% |
Drawdowns
MACPX vs. NASDX - Drawdown Comparison
The maximum MACPX drawdown since its inception was -41.75%, smaller than the maximum NASDX drawdown of -83.16%. Use the drawdown chart below to compare losses from any high point for MACPX and NASDX.
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Drawdown Indicators
| MACPX | NASDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.75% | -83.16% | +41.41% |
Max Drawdown (1Y)Largest decline over 1 year | -7.92% | -12.70% | +4.78% |
Max Drawdown (5Y)Largest decline over 5 years | -21.84% | -35.33% | +13.49% |
Max Drawdown (10Y)Largest decline over 10 years | -24.59% | -35.33% | +10.74% |
Current DrawdownCurrent decline from peak | -6.18% | -11.90% | +5.72% |
Average DrawdownAverage peak-to-trough decline | -5.37% | -34.59% | +29.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 3.32% | -1.58% |
Volatility
MACPX vs. NASDX - Volatility Comparison
The current volatility for BlackRock Sustainable Balanced Fund (MACPX) is 3.52%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 5.38%. This indicates that MACPX experiences smaller price fluctuations and is considered to be less risky than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MACPX | NASDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.52% | 5.38% | -1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 6.06% | 12.45% | -6.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.37% | 22.55% | -12.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.03% | 23.03% | -12.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.41% | 22.61% | -11.20% |