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BMGAX: BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INVESTOR A (MUTUAL FUND)
Basic Info 30.89 1.31(4.07%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (51%) |
| Start Date: | 01/28/1999 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 21.06% |
| Expenses | 1.05% |
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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 | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.7 | 5.3 | 4.2 | 10.6 | 2.1 | 12.5 | 11.9 | 9.8 | 8.6 | 0.3 | 12.2 | 27.9 | -37.5 | 21.2 | 45.7 | 35.9 | 2.6 | 34.1 | 2.8 | 6.5 | 5.8 | 46.2 | 10.7 | -3.4 | 15.1 | 48.8 | -46.4 | 19.3 | 6.0 | 10.2 | 15.1 | 33.5 | -28.9 | -32.2 | -14.1 | 106.4 |
| Sharpe Ratio | NA | 0.4 | 0.07 | 0.32 | -0.02 | 0.46 | NA | NA | 0.29 | -0.09 | 0.45 | 1.35 | -1.1 | 0.97 | 1.25 | 2.27 | 0.06 | 2.97 | 0.15 | 0.41 | 0.33 | 3.07 | 0.65 | -0.11 | 0.68 | 1.6 | -1.09 | 0.96 | 0.18 | 0.63 | 1.03 | 1.88 | -1.13 | -1.3 | -0.45 | 3.76 |
| Draw Down(%) | NA | 13.4 | 15.0 | 29.8 | 45.1 | 45.1 | NA | NA | 74.8 | 29.4 | 13.0 | 15.0 | 42.3 | 12.6 | 35.6 | 10.5 | 23.0 | 5.4 | 18.0 | 14.9 | 14.4 | 5.4 | 15.1 | 25.6 | 21.4 | 22.8 | 59.1 | 11.3 | 14.5 | 7.0 | 15.5 | 10.6 | 36.8 | 46.4 | 44.9 | 15.7 |
| Standard Deviation(%) | NA | 25.8 | 21.5 | 22.8 | 25.4 | 23.8 | NA | NA | 24.3 | 27.8 | 18.8 | 18.1 | 35.6 | 21.9 | 36.1 | 15.2 | 19.6 | 11.3 | 16.7 | 15.8 | 17.7 | 15.0 | 16.4 | 29.9 | 22.1 | 30.5 | 43.4 | 16.9 | 14.2 | 12.5 | 13.7 | 17.4 | 26.6 | 27.1 | 41.0 | 30.5 |
| Treynor Ratio | NA | 0.08 | 0.01 | 0.06 | 0.0 | 0.1 | NA | NA | 0.07 | -0.02 | 0.07 | 0.24 | -0.36 | 0.18 | 0.48 | 0.34 | 0.01 | 0.33 | 0.03 | 0.07 | 0.05 | 0.44 | 0.11 | -0.03 | 0.15 | 0.48 | -0.52 | 0.17 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.02 | -0.02 | -0.01 | 0.0 | NA | NA | 0.01 | -0.04 | -0.02 | 0.01 | -0.04 | -0.01 | 0.04 | 0.01 | 0.04 | 0.04 | -0.01 | 0.03 | -0.04 | 0.04 | -0.02 | 0.0 | -0.04 | 0.02 | -0.02 | 0.01 | -0.01 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.24 | 1.21 | 1.19 | 1.13 | 1.07 | NA | NA | 1.02 | 1.23 | 1.17 | 1.04 | 1.09 | 1.15 | 0.95 | 1.02 | 1.05 | 1.01 | 1.0 | 0.94 | 1.21 | 1.06 | 0.99 | 1.04 | 0.98 | 1.01 | 0.92 | 0.96 | 0.98 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.86 | 0.84 | 0.88 | 0.92 | 0.9 | NA | NA | 0.65 | 0.88 | 0.88 | 0.94 | 0.98 | 0.91 | 0.87 | 0.87 | 0.95 | 0.55 | 0.91 | 0.89 | 0.88 | 0.87 | 0.95 | 0.98 | 0.96 | 0.98 | 0.98 | 0.96 | 0.21 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 20.6 | 0.0 | 0.0 | 0.0 | 12.4 | 0.0 | 0.6 | 5.0 | 4.5 | 0.0 | 2.7 | 12.5 | 22.4 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 1.5 | 0.0 | 0.0 | 0.0 | 0.0 | 33.8 | 44.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -88.2 | 41.3 | N/A | -100.0 | -79.9 | -34.2 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | 12.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/1996
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