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CMGIX: BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL (MUTUAL FUND)
Basic Info 38.03 1.61(4.06%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 02/19/1997 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 17.40% |
| 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 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.7 | 5.5 | 4.5 | 10.9 | 1.1 | 12.1 | 11.7 | 9.9 | 9.6 | 0.5 | 12.4 | 28.2 | -37.4 | 14.5 | 46.1 | 36.2 | 2.9 | 34.6 | 3.0 | 6.9 | 6.1 | 46.6 | 11.0 | -2.9 | 15.8 | 49.5 | -46.2 | 19.8 | 6.5 | 10.6 | 15.6 | 34.1 | -28.5 | -31.8 | -13.6 | 122.3 | 22.3 | 13.1 |
| Sharpe Ratio | NA | 0.41 | 0.08 | 0.34 | -0.06 | 0.44 | NA | NA | 0.33 | -0.09 | 0.47 | 1.37 | -1.09 | 0.68 | 1.26 | 2.29 | 0.08 | 3.06 | 0.17 | 0.43 | 0.35 | 3.11 | 0.67 | -0.1 | 0.72 | 1.62 | -1.08 | 0.99 | 0.22 | 0.67 | 1.06 | 1.93 | -1.12 | -1.28 | -0.43 | 3.91 | 0.75 | 0.56 |
| Draw Down(%) | NA | 13.3 | 14.9 | 29.8 | 46.0 | 46.0 | NA | NA | 73.8 | 29.4 | 12.9 | 14.9 | 42.2 | 12.6 | 35.6 | 10.4 | 22.9 | 5.1 | 17.9 | 14.8 | 14.4 | 5.4 | 15.0 | 25.5 | 21.1 | 22.8 | 59.1 | 11.2 | 14.5 | 6.9 | 15.3 | 10.6 | 36.5 | 46.2 | 44.6 | 15.7 | 33.5 | 14.4 |
| Standard Deviation(%) | NA | 25.9 | 21.5 | 22.7 | 25.2 | 23.7 | NA | NA | 24.3 | 27.6 | 18.7 | 18.1 | 35.6 | 21.3 | 36.1 | 15.1 | 19.6 | 11.1 | 16.7 | 15.8 | 17.7 | 15.0 | 16.4 | 29.8 | 22.0 | 30.5 | 43.5 | 16.9 | 14.3 | 12.6 | 13.8 | 17.3 | 26.6 | 27.0 | 41.0 | 30.4 | 25.3 | 20.6 |
| Treynor Ratio | NA | 0.09 | 0.01 | 0.06 | -0.01 | 0.1 | NA | NA | 0.08 | -0.02 | 0.08 | 0.24 | -0.36 | 0.13 | 0.46 | 0.34 | 0.01 | 0.34 | 0.03 | 0.07 | 0.05 | 0.44 | 0.11 | -0.03 | 0.16 | 0.49 | -0.51 | 0.17 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.02 | -0.02 | -0.02 | 0.0 | NA | NA | 0.02 | -0.04 | -0.02 | 0.01 | -0.03 | -0.03 | 0.03 | 0.01 | 0.04 | 0.04 | -0.01 | 0.03 | -0.03 | 0.04 | -0.02 | 0.01 | -0.04 | 0.02 | -0.02 | 0.01 | -0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.25 | 1.22 | 1.2 | 1.13 | 1.08 | NA | NA | 1.02 | 1.23 | 1.17 | 1.04 | 1.09 | 1.14 | 1.0 | 1.02 | 1.05 | 1.01 | 1.01 | 0.94 | 1.21 | 1.05 | 0.99 | 1.04 | 0.98 | 1.01 | 0.92 | 0.96 | 0.99 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.86 | 0.85 | 0.89 | 0.93 | 0.93 | NA | NA | 0.62 | 0.9 | 0.9 | 0.94 | 0.98 | 0.94 | 0.97 | 0.87 | 0.95 | 0.56 | 0.91 | 0.89 | 0.88 | 0.87 | 0.96 | 0.98 | 0.96 | 0.98 | 0.97 | 0.96 | 0.21 | 0.0 | 0.0 | 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 | 17.5 | 0.0 | 0.0 | 0.0 | 5.5 | 0.0 | 0.5 | 4.6 | 4.3 | 0.0 | 2.7 | 11.3 | 20.8 | 0.0 | 0.0 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 1.4 | 0.0 | 0.0 | 0.0 | 0.0 | 33.1 | 47.7 | 0.0 | 1.0 |
| 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 | -88.9 | 40.4 | N/A | -100.0 | -77.5 | -34.3 | 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 | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/13/1997
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