Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BMGKX (BlackRock Mid-Cap Growth Equity Port Cla) 4.59% 3.66% 10.07% 0.83% 12.22% NA NA
Data as of 06/10/2026, Common starting date is 03/29/2016
More Performance Analytics Comparison
Name Start Date End Date
BMGKX (BlackRock Mid-Cap Growth Equity Port Cla) 03/29/2016 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) -3.99 3.66 10.07 0.83 12.22 NA NA 4.59 0.58 12.55 28.34 -37.29 14.63 46.23 36.29 2.91 34.82 11.24
Sharpe Ratio NA 0.09 0.34 -0.05 0.45 NA NA 0.41 -0.08 0.48 1.38 -1.09 0.69 1.27 2.30 0.08 3.64 1.05
Standard Deviation(%) NA 21.44 22.65 25.19 23.58 NA NA 25.86 27.60 18.65 18.08 35.58 21.31 36.11 15.15 19.61 9.43 13.97
Draw Down(%) NA 14.88 29.77 45.91 45.91 NA NA 13.28 29.38 12.88 14.90 42.11 12.63 35.54 10.40 22.94 3.55 6.94
Yield(%) 0.00 17.33 7.43 4.35 7.27 5.14 3.85 0.00 17.46 0.00 0.00 0.00 5.53 0.00 0.55 4.66 4.35 0.00
Data as of 06/10/2026, Common starting date is 03/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BMGKX (BlackRock Mid-Cap Growth Equity Port Cla) -6.37%
Oct 2021 – Oct 2024
0.05%
Mar 2021 – Mar 2026
12.49%
Apr 2016 – Apr 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BMGKX (BlackRock Mid-Cap Growth Equity Port Cla) 31.70%
Dec 2018 – Dec 2021
26.95%
Oct 2016 – Oct 2021
12.70%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return