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BMCAX: BLACKROCK ADVANTAGE LARGE CAP GROWTH FUND INVESTOR A (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 01/29/1987 |
| Last Dividend Date: | 12/11/2024 |
| 12-Mo. Yield | 20.04% |
| Expenses | 0.87% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/29/1987 |
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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 2.0 | 11.8 | 23.6 | 10.7 | 11.8 | 10.9 | 8.8 | 8.7 | 7.4 | 38.3 | -30.4 | 9.8 | 24.7 | 33.4 | -2.9 | 23.1 | 10.0 | 1.1 | 0.7 | 23.7 | 10.9 | -5.6 | 20.6 | 33.8 | -38.7 | 4.2 | 19.5 | 10.8 | 23.1 | 32.0 | -17.1 | -4.1 | 13.5 | 27.6 | 1.1 | 14.5 | 7.7 | 27.1 | -9.5 | 20.9 | 12.7 | 18.2 | -14.5 | 18.0 | 16.4 | -13.1 |
| Sharpe Ratio | NA | 0.04 | 0.34 | 0.94 | 0.38 | 0.48 | NA | NA | 0.35 | 0.04 | 2.15 | -1.05 | 0.51 | 0.68 | 2.27 | -0.21 | 1.74 | 0.67 | 0.07 | 0.08 | 2.36 | 0.79 | -0.2 | 0.97 | 1.09 | -0.92 | 0.08 | 1.55 | 0.75 | 1.84 | 2.18 | -0.87 | -0.38 | 0.53 | 0.89 | -0.15 | 0.84 | 0.25 | 3.26 | -1.35 | 2.81 | 1.46 | 1.57 | -1.84 | 1.33 | 1.0 | -1.09 |
| Draw Down(%) | NA | 23.2 | 23.3 | 23.3 | 37.9 | 37.9 | NA | NA | 58.6 | 19.5 | 10.2 | 33.4 | 11.7 | 31.8 | 7.5 | 23.1 | 7.0 | 13.5 | 11.9 | 13.0 | 5.5 | 11.1 | 27.6 | 18.0 | 28.0 | 52.9 | 13.2 | 9.1 | 8.3 | 8.5 | 12.8 | 31.5 | 21.7 | 9.6 | 15.7 | 26.5 | 8.9 | 15.2 | 5.9 | 15.3 | 3.2 | 4.0 | 7.1 | 21.5 | 4.3 | 5.8 | 23.8 |
| Standard Deviation(%) | NA | 30.7 | 25.2 | 21.5 | 22.7 | 21.8 | NA | NA | 18.7 | 22.3 | 16.0 | 30.3 | 19.1 | 36.1 | 14.1 | 19.9 | 12.9 | 14.6 | 15.5 | 9.4 | 10.0 | 13.8 | 28.2 | 21.2 | 30.8 | 42.8 | 16.1 | 10.5 | 11.6 | 12.0 | 14.3 | 20.9 | 17.1 | 17.9 | 27.5 | 14.6 | 13.0 | 16.4 | 7.1 | 9.2 | 6.7 | 7.0 | 9.2 | 10.7 | 9.2 | 11.7 | 16.7 |
| Treynor Ratio | NA | 0.01 | 0.07 | 0.17 | 0.07 | 0.09 | NA | NA | 0.06 | 0.01 | 0.3 | -0.26 | 0.09 | 0.24 | 0.29 | -0.04 | 0.18 | 0.09 | 0.01 | 0.01 | 0.29 | 0.11 | -0.05 | 0.18 | 0.3 | -0.39 | 0.01 | 0.17 | 0.08 | 0.23 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | NA | NA | 0.01 | -0.07 | 0.02 | -0.03 | -0.07 | 0.01 | 0.0 | 0.01 | -0.01 | -0.01 | 0.0 | -0.03 | -0.01 | -0.02 | -0.03 | 0.01 | 0.01 | -0.01 | -0.01 | 0.02 | 0.02 | 0.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.19 | 1.23 | 1.19 | 1.2 | 1.1 | NA | NA | 1.07 | 1.28 | 1.16 | 1.2 | 1.14 | 1.0 | 1.09 | 1.14 | 1.24 | 1.08 | 0.97 | 0.68 | 0.81 | 1.01 | 1.17 | 1.14 | 1.11 | 1.01 | 0.98 | 0.96 | 1.03 | 0.98 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.94 | 0.94 | 0.94 | 0.88 | 0.89 | NA | NA | 0.66 | 0.56 | 0.92 | 0.97 | 0.65 | 0.92 | 0.93 | 0.95 | 0.42 | 0.96 | 0.93 | 0.69 | 0.79 | 0.88 | 0.97 | 0.96 | 0.97 | 0.94 | 0.93 | 0.87 | 0.84 | 0.76 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 20.0 | 11.3 | 6.1 | 7.3 | 7.9 | 6.6 | N/A | 24.5 | 1.1 | 0.1 | 0.0 | 0.1 | 5.3 | 8.6 | 7.4 | 0.6 | 7.0 | 16.4 | 1.4 | 0.9 | 0.5 | 0.8 | 0.6 | 0.5 | 13.1 | 14.3 | 11.5 | 25.2 | 0.5 | 6.1 | 0.1 | 2.1 | 3.0 | 1.8 | 2.1 | 2.2 | 2.7 | 2.4 | 3.0 | 3.9 | 5.2 | 4.8 | 5.9 | 6.5 | 5.9 |
| Dividend Growth(%) | N/A | -100.0 | 2964.0 | 674.0 | 43.9 | 20.3 | 18.2 | N/A | N/A | 2964.0 | 473.3 | N/A | -100.0 | -96.8 | -45.9 | 35.0 | 1222.5 | -91.7 | -63.6 | 1260.1 | 82.1 | 53.2 | -16.2 | 72.1 | -31.7 | -96.3 | -4.6 | 26.9 | -56.3 | 6867.4 | -94.0 | 4411.8 | -93.1 | -14.6 | 63.1 | 0.0 | 0.0 | 0.0 | 0.0 | -7.4 | -16.7 | -14.3 | -12.5 | -7.6 | -4.9 | -7.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/29/1987
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