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CMGSX: BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO SERVICE (MUTUAL FUND)
Basic Info 32.84 1.39(4.06%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 09/30/1997 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 19.98% |
| 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 | 5.3 | 4.2 | 10.6 | 0.9 | 11.8 | 11.4 | 9.5 | 8.8 | 0.3 | 12.2 | 27.9 | -37.5 | 14.2 | 45.7 | 35.9 | 2.6 | 34.3 | 2.9 | 6.5 | 5.6 | 45.9 | 10.4 | -3.3 | 15.0 | 49.0 | -46.2 | 19.7 | 5.9 | 10.5 | 15.3 | 33.6 | -28.8 | -32.0 | -13.8 | 121.7 | 22.0 | -5.7 |
| Sharpe Ratio | NA | 0.4 | 0.07 | 0.32 | -0.07 | 0.43 | NA | NA | 0.3 | -0.09 | 0.45 | 1.35 | -1.1 | 0.67 | 1.25 | 2.27 | 0.06 | 2.95 | 0.16 | 0.41 | 0.31 | 3.04 | 0.64 | -0.11 | 0.68 | 1.6 | -1.08 | 0.98 | 0.18 | 0.66 | 1.04 | 1.9 | -1.13 | -1.29 | -0.44 | 3.9 | 0.73 | -0.89 |
| Draw Down(%) | NA | 13.3 | 15.0 | 29.8 | 46.1 | 46.1 | NA | NA | 74.4 | 29.4 | 13.0 | 15.0 | 42.3 | 12.6 | 35.6 | 10.5 | 23.0 | 5.5 | 18.0 | 14.9 | 14.5 | 5.4 | 15.0 | 25.7 | 21.4 | 22.8 | 59.0 | 11.2 | 14.5 | 7.1 | 15.4 | 10.6 | 36.7 | 46.3 | 44.7 | 15.7 | 33.5 | 14.1 |
| Standard Deviation(%) | NA | 25.9 | 21.5 | 22.8 | 25.2 | 23.7 | NA | NA | 24.4 | 27.8 | 18.8 | 18.1 | 35.6 | 21.3 | 36.1 | 15.2 | 19.6 | 11.5 | 16.8 | 15.8 | 17.8 | 15.1 | 16.3 | 29.8 | 22.1 | 30.5 | 43.5 | 16.9 | 14.3 | 12.5 | 13.7 | 17.3 | 26.5 | 27.1 | 41.0 | 30.3 | 25.2 | 27.3 |
| Treynor Ratio | NA | 0.08 | 0.01 | 0.06 | -0.01 | 0.09 | NA | NA | 0.07 | -0.02 | 0.07 | 0.24 | -0.36 | 0.13 | 0.45 | 0.34 | 0.01 | 0.33 | 0.03 | 0.07 | 0.05 | 0.44 | 0.11 | -0.03 | 0.15 | 0.48 | -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 | 0.01 | -0.04 | -0.02 | 0.01 | -0.04 | -0.03 | 0.03 | 0.01 | 0.04 | 0.04 | -0.01 | 0.03 | -0.04 | 0.03 | -0.02 | 0.0 | -0.04 | 0.02 | -0.02 | 0.01 | -0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.24 | 1.21 | 1.19 | 1.13 | 1.08 | NA | NA | 1.02 | 1.23 | 1.17 | 1.04 | 1.09 | 1.13 | 1.0 | 1.02 | 1.05 | 1.02 | 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 | 0.88 | 0.92 | 0.92 | NA | NA | 0.62 | 0.88 | 0.88 | 0.94 | 0.98 | 0.94 | 0.97 | 0.87 | 0.95 | 0.54 | 0.91 | 0.89 | 0.88 | 0.86 | 0.95 | 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 | 19.5 | 0.0 | 0.0 | 0.0 | 5.9 | 0.0 | 0.6 | 4.8 | 4.7 | 0.0 | 2.3 | 12.0 | 21.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.4 | 0.0 | 0.0 | 0.0 | 0.0 | 33.5 | 48.0 | 0.0 | 0.9 |
| 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 | -88.3 | 32.0 | N/A | -100.0 | -82.0 | -33.3 | N/A | N/A | N/A | 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 12/27/1996
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