MDFGX vs. USA
Compare and contrast key facts about BlackRock Capital Appreciation Fund (MDFGX) and Liberty All-Star Equity Fund (USA).
MDFGX is managed by BlackRock. It was launched on Dec 31, 1997.
Performance
MDFGX vs. USA - Performance Comparison
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MDFGX vs. USA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MDFGX BlackRock Capital Appreciation Fund | -9.14% | 12.63% | 31.58% | 48.77% | -37.83% | 20.78% | 40.16% | 31.89% | 1.81% | 32.37% |
USA Liberty All-Star Equity Fund | -7.72% | 0.09% | 20.81% | 23.17% | -25.20% | 33.76% | 12.89% | 39.70% | -5.06% | 34.66% |
Returns By Period
In the year-to-date period, MDFGX achieves a -9.14% return, which is significantly lower than USA's -7.72% return. Over the past 10 years, MDFGX has outperformed USA with an annualized return of 14.59%, while USA has yielded a comparatively lower 11.94% annualized return.
MDFGX
- 1D
- 3.98%
- 1M
- -5.67%
- YTD
- -9.14%
- 6M
- -10.50%
- 1Y
- 14.11%
- 3Y*
- 19.71%
- 5Y*
- 7.98%
- 10Y*
- 14.59%
USA
- 1D
- 1.44%
- 1M
- -5.85%
- YTD
- -7.72%
- 6M
- -6.62%
- 1Y
- -5.00%
- 3Y*
- 7.24%
- 5Y*
- 3.73%
- 10Y*
- 11.94%
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Return for Risk
MDFGX vs. USA — Risk / Return Rank
MDFGX
USA
MDFGX vs. USA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Capital Appreciation Fund (MDFGX) and Liberty All-Star Equity Fund (USA). 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.
| MDFGX | USA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | -0.29 | +0.93 |
Sortino ratioReturn per unit of downside risk | 1.10 | -0.30 | +1.39 |
Omega ratioGain probability vs. loss probability | 1.15 | 0.96 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | -0.28 | +1.19 |
Martin ratioReturn relative to average drawdown | 3.12 | -0.76 | +3.88 |
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
| MDFGX | USA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | -0.29 | +0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.18 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.53 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.33 | +0.08 |
Correlation
The correlation between MDFGX and USA is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
MDFGX vs. USA - Dividend Comparison
MDFGX's dividend yield for the trailing twelve months is around 21.47%, more than USA's 12.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDFGX BlackRock Capital Appreciation Fund | 21.47% | 19.51% | 12.73% | 3.59% | 9.46% | 12.95% | 5.46% | 10.67% | 14.31% | 12.51% | 4.01% | 11.22% |
USA Liberty All-Star Equity Fund | 12.08% | 10.67% | 10.22% | 9.56% | 12.11% | 9.67% | 9.13% | 9.75% | 12.64% | 8.89% | 9.30% | 9.53% |
Drawdowns
MDFGX vs. USA - Drawdown Comparison
The maximum MDFGX drawdown since its inception was -47.99%, smaller than the maximum USA drawdown of -69.15%. Use the drawdown chart below to compare losses from any high point for MDFGX and USA.
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Drawdown Indicators
| MDFGX | USA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.99% | -69.15% | +21.16% |
Max Drawdown (1Y)Largest decline over 1 year | -16.74% | -15.28% | -1.46% |
Max Drawdown (5Y)Largest decline over 5 years | -42.49% | -34.05% | -8.44% |
Max Drawdown (10Y)Largest decline over 10 years | -42.49% | -47.07% | +4.58% |
Current DrawdownCurrent decline from peak | -13.42% | -12.67% | -0.75% |
Average DrawdownAverage peak-to-trough decline | -11.27% | -11.53% | +0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 5.64% | -0.78% |
Volatility
MDFGX vs. USA - Volatility Comparison
BlackRock Capital Appreciation Fund (MDFGX) has a higher volatility of 7.54% compared to Liberty All-Star Equity Fund (USA) at 5.71%. This indicates that MDFGX's price experiences larger fluctuations and is considered to be riskier than USA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MDFGX | USA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.54% | 5.71% | +1.83% |
Volatility (6M)Calculated over the trailing 6-month period | 13.95% | 10.53% | +3.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.64% | 17.40% | +6.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.43% | 20.72% | +2.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.47% | 22.54% | -0.07% |