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CSGEX: BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (MUTUAL FUND)
Basic Info 17.86 0.81(4.34%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (53%) |
| Start Date: | 12/22/1993 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.00% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/22/1993 |
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 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.6 | 15.3 | 37.1 | 18.7 | 5.6 | 11.7 | 10.3 | 9.3 | 9.6 | 17.7 | 13.8 | 18.5 | -25.2 | 2.4 | 33.2 | 33.5 | -5.3 | 14.4 | 13.1 | -4.0 | 1.3 | 45.4 | 10.7 | -0.2 | 22.8 | 34.2 | -40.1 | 15.0 | 18.7 | 6.1 | 10.1 | 54.6 | -27.7 | -34.7 | -15.4 | 72.4 | 10.6 | 8.6 | 31.1 | 46.4 | 5.4 | 4.0 |
| Sharpe Ratio | NA | 2.22 | 1.98 | 0.81 | 0.15 | 0.42 | NA | NA | 0.32 | 0.61 | 0.48 | 0.76 | -0.82 | 0.1 | 0.8 | 1.9 | -0.32 | 0.57 | 0.68 | -0.23 | 0.07 | 3.02 | 0.57 | -0.01 | 0.94 | 1.12 | -1.06 | 0.67 | 0.97 | 0.27 | 0.51 | 2.86 | -1.1 | -1.29 | -0.45 | 2.61 | 0.26 | 0.24 | 1.23 | 2.5 | 0.15 | 39.32 |
| Draw Down(%) | NA | 13.8 | 13.8 | 27.8 | 40.8 | 41.9 | NA | NA | 77.8 | 25.9 | 10.6 | 17.9 | 34.4 | 16.2 | 41.6 | 8.9 | 28.2 | 14.7 | 18.1 | 15.3 | 15.3 | 6.5 | 20.0 | 31.0 | 21.8 | 27.4 | 52.2 | 10.5 | 15.0 | 11.3 | 21.8 | 13.1 | 39.5 | 45.9 | 48.6 | 11.1 | 39.7 | 25.4 | 19.6 | 9.3 | 17.7 | 0.1 |
| Standard Deviation(%) | NA | 23.6 | 21.3 | 22.4 | 24.4 | 25.4 | NA | NA | 24.7 | 24.9 | 21.1 | 19.6 | 32.5 | 23.9 | 40.9 | 16.9 | 20.6 | 24.2 | 19.0 | 17.9 | 18.3 | 15.0 | 18.9 | 33.2 | 24.2 | 30.5 | 38.6 | 17.7 | 15.8 | 14.4 | 17.9 | 18.9 | 26.3 | 29.1 | 43.3 | 26.4 | 28.0 | 20.9 | 22.1 | 17.0 | 15.8 | 10.7 |
| Treynor Ratio | NA | 0.5 | 0.4 | 0.18 | 0.04 | 0.1 | NA | NA | 0.08 | 0.15 | 0.09 | 0.15 | -0.27 | 0.02 | 0.31 | 0.31 | -0.06 | 0.12 | 0.12 | -0.04 | 0.01 | 0.46 | 0.1 | 0.0 | 0.23 | 0.37 | -0.47 | 0.13 | 0.17 | 0.04 | 0.1 | 0.59 | -0.29 | -0.38 | -0.18 | 0.5 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.02 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.03 | -0.01 | -0.01 | 0.02 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | 0.01 | 0.0 | -0.01 | 0.02 | -0.03 | 0.01 | -0.02 | -0.01 | -0.03 | 0.02 | 0.03 | -0.01 | -0.02 | 0.04 | -0.06 | -0.16 | -0.04 | 0.13 | 0.05 | NA | NA | NA | NA | NA |
| Beta | NA | 1.04 | 1.05 | 1.03 | 1.01 | 1.04 | NA | NA | 1.0 | 1.0 | 1.1 | 0.98 | 0.98 | 1.11 | 1.06 | 1.03 | 1.04 | 1.12 | 1.06 | 1.08 | 1.13 | 0.99 | 1.06 | 1.01 | 0.99 | 0.91 | 0.88 | 0.94 | 0.91 | 0.93 | 0.94 | 0.92 | 1.0 | 1.0 | 1.09 | 1.39 | 0.95 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.95 | 0.92 | 0.94 | 0.96 | 0.89 | NA | NA | 0.81 | 0.94 | 0.94 | 0.95 | 0.98 | 0.95 | 0.97 | 0.93 | 0.95 | 0.23 | 0.95 | 0.94 | 0.94 | 0.9 | 0.93 | 0.98 | 0.95 | 0.97 | 0.97 | 0.95 | 0.94 | 0.93 | 0.94 | 0.9 | 0.89 | 0.77 | 0.82 | 0.67 | 0.56 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.1 | 4.5 | 9.0 | 9.0 | 9.0 | N/A | 0.0 | 0.2 | 0.2 | 0.4 | 23.5 | 9.3 | 9.1 | 23.9 | 14.4 | 0.0 | 6.6 | 25.2 | 46.5 | 12.2 | 2.7 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 27.3 | 19.7 | 3.1 | 6.0 | 10.1 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -99.1 | -51.1 | -37.0 | 93.9 | N/A | N/A | -100.0 | 14.3 | -59.6 | -98.7 | 204.8 | 26.7 | -72.5 | 66.2 | N/A | -100.0 | -80.1 | -51.0 | 281.6 | 336.7 | 1333.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 110.2 | 573.5 | -46.0 | -23.8 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1993
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