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BFGBX: BlackRock Capital Appreciation BlackRock (MUTUAL FUND)
Basic Info 46.49 2(4.12%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (25%) |
| Start Date: | 12/03/2009 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 15.47% |
| Expenses | 1.33% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/03/2009 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.7 | 9.1 | 21.0 | 23.8 | 11.4 | 16.9 | 14.3 | 14.5 | -2.8 | 32.0 | 49.3 | -37.6 | 21.2 | 40.7 | 32.4 | 2.2 | 33.0 | 0.0 | 7.1 | 8.3 | 34.0 | 14.3 | -8.8 | 19.7 | 3.1 |
| Sharpe Ratio | NA | 0.97 | 1.02 | 0.97 | 0.38 | 0.65 | NA | 0.63 | -0.15 | 1.44 | 2.62 | -1.16 | 1.18 | 1.14 | 1.99 | 0.04 | 1.64 | -0.01 | 0.43 | 0.52 | 2.48 | 0.93 | -0.34 | 0.96 | 4.64 |
| Draw Down(%) | NA | 14.8 | 16.6 | 24.4 | 42.3 | 42.3 | NA | 42.3 | 24.4 | 14.0 | 10.5 | 40.2 | 9.5 | 31.0 | 8.5 | 22.1 | 12.2 | 15.5 | 14.0 | 11.0 | 6.9 | 12.9 | 22.8 | 16.2 | 1.5 |
| Standard Deviation(%) | NA | 20.6 | 17.9 | 21.1 | 23.7 | 23.3 | NA | 21.5 | 27.2 | 19.7 | 17.6 | 33.7 | 18.0 | 35.3 | 15.5 | 22.3 | 19.8 | 15.5 | 16.6 | 15.8 | 13.7 | 15.4 | 25.8 | 20.4 | 10.7 |
| Treynor Ratio | NA | 0.2 | 0.18 | 0.21 | 0.1 | 0.17 | NA | 0.14 | -0.05 | 0.28 | 0.51 | -0.45 | 0.27 | 0.44 | 0.44 | 0.01 | 0.41 | 0.0 | 0.07 | 0.07 | 0.31 | 0.14 | -0.09 | 0.19 | 0.54 |
| Alpha | NA | 0.08 | 0.03 | 0.01 | 0.01 | 0.01 | NA | 0.0 | -0.03 | 0.0 | 0.02 | -0.01 | 0.04 | -0.03 | 0.0 | 0.01 | 0.03 | 0.0 | 0.0 | -0.02 | -0.02 | -0.02 | -0.03 | 0.03 | 0.05 |
| Beta | NA | 1.02 | 1.01 | 0.99 | 0.92 | 0.91 | NA | 0.94 | 0.88 | 1.0 | 0.91 | 0.87 | 0.79 | 0.92 | 0.71 | 1.06 | 0.8 | 1.02 | 1.0 | 1.13 | 1.09 | 1.04 | 0.96 | 1.05 | 0.92 |
| RSquared | NA | 0.91 | 0.92 | 0.96 | 0.93 | 0.85 | NA | 0.88 | 0.76 | 0.96 | 0.95 | 0.91 | 0.89 | 0.88 | 0.69 | 0.98 | 0.12 | 0.95 | 0.95 | 0.94 | 0.93 | 0.96 | 0.98 | 0.97 | 0.95 |
| Yield(%) | N/A | 0.0 | 15.2 | 13.0 | 9.2 | 13.6 | 12.7 | N/A | 15.5 | 13.1 | 4.9 | 4.8 | 12.7 | 6.4 | 11.6 | 12.0 | 14.1 | 3.7 | 10.2 | 20.0 | 16.9 | 0.8 | 0.0 | 0.0 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | 42.6 | 38.5 | 58.9 | N/A | N/A | N/A | 42.6 | 282.7 | -40.9 | -59.0 | 157.0 | -32.1 | -13.7 | 1.0 | 283.0 | -65.8 | -54.5 | 32.2 | 2254.4 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/03/2009
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