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MDGCX vs. VGPMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MDGCX vs. VGPMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Advantage Global Fund, Inc. (MDGCX) and Vanguard Global Capital Cycles Fund (VGPMX). The values are adjusted to include any dividend payments, if applicable.

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MDGCX vs. VGPMX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MDGCX
BlackRock Advantage Global Fund, Inc.
-1.19%23.61%10.87%22.43%-17.94%17.52%15.61%25.54%-11.73%23.41%
VGPMX
Vanguard Global Capital Cycles Fund
4.53%65.96%5.78%10.06%7.34%19.50%17.21%20.67%-32.26%13.75%

Returns By Period

In the year-to-date period, MDGCX achieves a -1.19% return, which is significantly lower than VGPMX's 4.53% return. Over the past 10 years, MDGCX has underperformed VGPMX with an annualized return of 10.95%, while VGPMX has yielded a comparatively higher 12.39% annualized return.


MDGCX

1D
-0.26%
1M
-7.57%
YTD
-1.19%
6M
2.48%
1Y
23.45%
3Y*
15.56%
5Y*
8.79%
10Y*
10.95%

VGPMX

1D
-0.02%
1M
-10.69%
YTD
4.53%
6M
17.55%
1Y
57.21%
3Y*
24.25%
5Y*
19.13%
10Y*
12.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MDGCX vs. VGPMX - Expense Ratio Comparison

MDGCX has a 0.96% expense ratio, which is higher than VGPMX's 0.36% expense ratio.


Return for Risk

MDGCX vs. VGPMX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MDGCX
MDGCX Risk / Return Rank: 8080
Overall Rank
MDGCX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
MDGCX Sortino Ratio Rank: 7878
Sortino Ratio Rank
MDGCX Omega Ratio Rank: 7979
Omega Ratio Rank
MDGCX Calmar Ratio Rank: 7676
Calmar Ratio Rank
MDGCX Martin Ratio Rank: 8787
Martin Ratio Rank

VGPMX
VGPMX Risk / Return Rank: 9797
Overall Rank
VGPMX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
VGPMX Sortino Ratio Rank: 9696
Sortino Ratio Rank
VGPMX Omega Ratio Rank: 9696
Omega Ratio Rank
VGPMX Calmar Ratio Rank: 9797
Calmar Ratio Rank
VGPMX Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MDGCX vs. VGPMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Global Fund, Inc. (MDGCX) and Vanguard Global Capital Cycles Fund (VGPMX). 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.


MDGCXVGPMXDifference

Sharpe ratio

Return per unit of total volatility

1.41

2.94

-1.54

Sortino ratio

Return per unit of downside risk

1.98

3.51

-1.53

Omega ratio

Gain probability vs. loss probability

1.31

1.56

-0.25

Calmar ratio

Return relative to maximum drawdown

1.79

4.24

-2.45

Martin ratio

Return relative to average drawdown

9.28

17.59

-8.31

MDGCX vs. VGPMX - Sharpe Ratio Comparison

The current MDGCX Sharpe Ratio is 1.41, which is lower than the VGPMX Sharpe Ratio of 2.94. The chart below compares the historical Sharpe Ratios of MDGCX and VGPMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MDGCXVGPMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.41

2.94

-1.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

1.12

-0.57

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.64

0.57

+0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

0.25

+0.38

Correlation

The correlation between MDGCX and VGPMX is 0.55, 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

MDGCX vs. VGPMX - Dividend Comparison

MDGCX's dividend yield for the trailing twelve months is around 9.02%, more than VGPMX's 3.73% yield.


TTM20252024202320222021202020192018201720162015
MDGCX
BlackRock Advantage Global Fund, Inc.
9.02%8.91%7.78%1.42%1.75%16.75%3.77%1.73%4.06%34.82%0.65%5.18%
VGPMX
Vanguard Global Capital Cycles Fund
3.73%2.59%2.68%3.22%3.27%3.26%2.03%2.39%3.02%0.02%1.72%2.32%

Drawdowns

MDGCX vs. VGPMX - Drawdown Comparison

The maximum MDGCX drawdown since its inception was -48.25%, smaller than the maximum VGPMX drawdown of -78.85%. Use the drawdown chart below to compare losses from any high point for MDGCX and VGPMX.


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Drawdown Indicators


MDGCXVGPMXDifference

Max Drawdown

Largest peak-to-trough decline

-48.25%

-78.85%

+30.60%

Max Drawdown (1Y)

Largest decline over 1 year

-11.93%

-12.80%

+0.87%

Max Drawdown (5Y)

Largest decline over 5 years

-26.68%

-22.71%

-3.97%

Max Drawdown (10Y)

Largest decline over 10 years

-34.87%

-54.59%

+19.72%

Current Drawdown

Current decline from peak

-8.07%

-10.73%

+2.66%

Average Drawdown

Average peak-to-trough decline

-9.98%

-34.69%

+24.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.30%

3.09%

-0.79%

Volatility

MDGCX vs. VGPMX - Volatility Comparison

The current volatility for BlackRock Advantage Global Fund, Inc. (MDGCX) is 5.07%, while Vanguard Global Capital Cycles Fund (VGPMX) has a volatility of 7.56%. This indicates that MDGCX experiences smaller price fluctuations and is considered to be less risky than VGPMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MDGCXVGPMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.07%

7.56%

-2.49%

Volatility (6M)

Calculated over the trailing 6-month period

9.56%

13.14%

-3.58%

Volatility (1Y)

Calculated over the trailing 1-year period

16.83%

19.28%

-2.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.02%

17.15%

-1.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.21%

21.65%

-4.44%