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BMCAX: BLACKROCK ADVANTAGE LARGE CAP GROWTH FUND INVESTOR A (MUTUAL FUND)
Basic Info 23.21 0.14(0.60%) April 18
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (52%) |
Start Date: | 01/29/1987 |
Last Dividend Date: | 12/07/2023 |
12-Mo. Yield | 0.80% |
Expenses | 0.87% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/27/1999 |
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(%) | -4.6 | 6.5 | 30.9 | 6.4 | 14.6 | 12.4 | 13.4 | 9.8 | 9.9 | 39.4 | -30.7 | 27.2 | 34.1 | 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 | 2.94 | 2.43 | 0.3 | 0.58 | 0.59 | NA | NA | 0.38 | 2.21 | -1.06 | 1.59 | 0.94 | 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 | 2.7 | 10.2 | 33.8 | 33.8 | 33.8 | NA | NA | 58.6 | 10.2 | 33.4 | 9.7 | 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 | 14.9 | 14.8 | 21.6 | 24.3 | 20.2 | NA | NA | 18.4 | 16.0 | 30.3 | 17.1 | 35.7 | 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 | 0.36 | 0.3 | 0.05 | 0.13 | 0.11 | NA | NA | 0.07 | 0.31 | -0.27 | 0.23 | 0.34 | 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 | 0.03 | 0.02 | 0.0 | 0.0 | 0.0 | NA | NA | 0.02 | 0.03 | -0.04 | -0.01 | 0.04 | 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 | 1.2 | 1.19 | 1.19 | 1.09 | 1.07 | NA | NA | 1.06 | 1.14 | 1.2 | 1.17 | 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 | 0.87 | 0.89 | 0.94 | 0.93 | 0.9 | NA | NA | 0.65 | 0.89 | 0.97 | 0.83 | 0.94 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/27/1999
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See LARGE BLEND Asset Class Trend Rankings |
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