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
SSEGX (BlackRock Small/Mid Cap Growth Instl ) NA 0.09% 7.57% -1.46% NA NA NA
Data as of 10/20/2011, Common starting date is 11/13/2002
More Performance Analytics Comparison
Name Start Date End Date
SSEGX (BlackRock Small/Mid Cap Growth Instl ) 11/13/2002 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
Annualized Return (%) 0.00 0.09 7.57 -1.46 NA NA NA -10.97 18.33 33.02 -44.49 15.35 9.71 10.62 2.60 53.56 -1.85
Sharpe Ratio NA 0.00 0.25 -0.09 NA NA NA -0.47 0.79 1.09 -1.16 0.74 0.42 0.61 0.08 2.57 -0.55
Standard Deviation(%) NA 26.63 30.52 28.09 NA NA NA 28.84 23.11 30.12 38.87 16.87 15.29 13.83 19.59 20.54 26.62
Draw Down(%) NA 26.88 31.64 59.22 NA NA NA 26.88 22.16 26.45 55.35 10.91 15.33 9.29 27.42 11.61 10.02
Yield(%) 0.00 0.00 0.17 4.72 4.80 3.20 2.40 0.00 0.27 0.00 0.11 18.54 5.42 4.58 0.00 0.00 0.00
Data as of 10/20/2011, Common starting date is 11/13/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SSEGX (BlackRock Small/Mid Cap Growth Instl ) -16.92%
Feb 2006 – Feb 2009
-8.16%
Feb 2004 – Feb 2009
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SSEGX (BlackRock Small/Mid Cap Growth Instl ) 24.58%
Mar 2003 – Mar 2006
17.14%
Dec 2002 – Dec 2007
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return