Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCGAX (BlackRock Small/Mid Growth Inv A) | NA | -0.09% | 7.23% | -1.74% | 3.87% | 5.24% | NA | … | … |
Data as of 10/20/2011, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCGAX (BlackRock Small/Mid Growth Inv A) | 06/20/1996 | 10/20/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.09 | 7.23 | -1.74 | 3.87 | 5.24 | NA | … | … | -11.07 | 17.74 | 32.70 | -44.68 | 15.13 | 9.36 | 10.28 | 2.34 | 53.12 | -25.02 | 1.05 | -15.02 | 52.15 | -3.54 | 29.10 | 9.04 |
| Sharpe Ratio | NA | -0.01 | 0.23 | -0.09 | 0.11 | NA | NA | … | … | -0.47 | 0.76 | 1.08 | -1.17 | 0.72 | 0.40 | 0.59 | 0.07 | 2.55 | -0.99 | -0.04 | -0.50 | 2.18 | -0.29 | -1.49 | 0.86 |
| Standard Deviation(%) | NA | 27.30 | 31.05 | 28.71 | 24.93 | NA | NA | … | … | 28.85 | 23.16 | 30.14 | 38.89 | 16.81 | 15.32 | 13.80 | 19.70 | 20.60 | 26.29 | 29.71 | 38.31 | 22.41 | 23.81 | 17.48 | 16.52 |
| Draw Down(%) | NA | 26.92 | 31.80 | 59.44 | 59.44 | NA | NA | … | … | 26.92 | 22.22 | 26.61 | 55.41 | 10.92 | 15.39 | 9.35 | 27.52 | 11.62 | 33.22 | 27.76 | 42.83 | 17.65 | 46.17 | 16.11 | 14.59 |
| Yield(%) | 0.00 | 0.00 | 0.05 | 4.88 | 4.37 | 6.23 | 4.83 | … | … | 0.00 | 0.00 | 0.00 | 0.09 | 19.38 | 5.69 | 4.79 | 0.00 | 0.00 | 0.00 | 0.00 | 14.05 | 0.00 | 3.26 | 24.29 | 7.84 |
Data as of 10/20/2011, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCGAX (BlackRock Small/Mid Growth Inv A) |
-19.81%
Feb 2000 – Feb 2003 |
-8.42%
Feb 2004 – Feb 2009 |
-1.57%
Feb 2000 – Feb 2010 |
5.15%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCGAX (BlackRock Small/Mid Growth Inv A) |
31.48%
Feb 1997 – Feb 2000 |
16.99%
Oct 2002 – Oct 2007 |
10.18%
Apr 1997 – Apr 2007 |
7.46%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart