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BMCSX: BLACKROCK HIGH EQUITY INCOME FUND SERVICE (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/23/2000 |
| Last Dividend Date: | 07/30/2021 |
| 12-Mo. Yield | 4.70% |
| Expenses | 1.10% |
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Performance Analytics (As of 01/07/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/23/2000 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 14.5 | 11.6 | 8.8 | 10.7 | 8.5 | 8.2 | 5.6 | 0.0 | 17.7 | -1.2 | 21.7 | -6.4 | 17.2 | 6.7 | -2.0 | 12.3 | 39.4 | 10.3 | -9.6 | 24.3 | 35.6 | -35.2 | 20.9 | 18.2 | 14.3 | 18.0 | 47.2 | -38.9 | -14.2 | -22.1 |
| Sharpe Ratio | NA | 1.7 | 0.52 | 0.45 | 0.63 | NA | NA | 0.22 | NA | 2.01 | -0.04 | 2.0 | -0.61 | 1.95 | 0.43 | -0.13 | 0.86 | 2.83 | 0.7 | -0.34 | 1.12 | 1.13 | -0.88 | 1.07 | 1.06 | 0.89 | 1.16 | 2.65 | -1.75 | -0.63 | -1.42 |
| Draw Down(%) | NA | 5.3 | 38.3 | 38.3 | 38.3 | NA | NA | 65.4 | NA | 5.3 | 38.3 | 6.6 | 15.5 | 2.7 | 16.3 | 14.4 | 10.7 | 6.5 | 12.3 | 27.8 | 16.6 | 23.6 | 49.8 | 11.5 | 14.8 | 8.3 | 12.2 | 11.8 | 43.3 | 36.0 | 34.4 |
| Standard Deviation(%) | NA | 8.5 | 21.3 | 17.9 | 16.3 | NA | NA | 21.0 | NA | 8.8 | 34.5 | 10.1 | 12.7 | 8.5 | 15.1 | 15.0 | 14.3 | 13.9 | 14.8 | 27.9 | 21.7 | 31.5 | 40.7 | 16.8 | 14.2 | 13.5 | 14.7 | 17.5 | 22.8 | 26.6 | 29.9 |
| Treynor Ratio | NA | 0.94 | 0.16 | 0.12 | 0.14 | NA | NA | 0.05 | NA | 1.05 | -0.02 | 0.34 | -0.13 | 0.22 | 0.07 | -0.02 | 0.12 | 0.39 | 0.12 | -0.1 | 0.25 | 0.34 | -0.43 | 0.19 | 0.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.05 | -0.02 | -0.01 | 0.0 | NA | NA | 0.0 | NA | 0.05 | -0.1 | 0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | -0.02 | -0.01 | -0.02 | 0.04 | 0.01 | 0.04 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.15 | 0.68 | 0.67 | 0.76 | NA | NA | 0.86 | NA | 0.17 | 0.84 | 0.6 | 0.58 | 0.75 | 0.92 | 0.92 | 1.01 | 1.02 | 0.9 | 0.97 | 0.97 | 1.04 | 0.84 | 0.96 | 0.87 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.11 | 0.62 | 0.62 | 0.73 | NA | NA | 0.63 | NA | 0.12 | 0.76 | 0.68 | 0.7 | 0.53 | 0.94 | 0.95 | 0.94 | 0.95 | 0.96 | 0.98 | 0.98 | 0.96 | 0.94 | 0.96 | 0.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 4.7 | 5.1 | 11.4 | 12.3 | 9.8 | 10.5 | N/A | 0.0 | 4.9 | 4.7 | 4.8 | 8.6 | 41.1 | 6.1 | 7.8 | 14.4 | 25.9 | 2.7 | 9.4 | 1.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.4 | 22.7 |
| Dividend Growth(%) | N/A | -4.3 | -81.7 | -4.2 | 834.7 | N/A | N/A | N/A | -100.0 | -4.3 | 13.3 | -52.3 | -84.5 | 592.6 | -30.4 | -46.8 | -40.0 | 937.6 | -76.7 | 652.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -96.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/23/2000
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