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CMVSX: BLACKROCK ADVANTAGE LARGE CAP GROWTH FUND SERVICE (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/01/1997 |
| Last Dividend Date: | 12/07/2020 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.87% |
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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 10/01/1997 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 15.0 | 26.4 | 19.3 | 14.0 | 9.2 | 9.9 | 8.5 | 0.0 | 15.1 | 34.1 | 33.3 | -2.8 | 22.5 | 10.0 | 1.2 | 0.8 | 23.8 | 10.9 | -5.6 | 20.6 | 33.7 | -38.7 | 4.5 | 19.6 | 10.7 | 23.3 | 32.2 | -17.0 | -3.9 | 13.8 | 1.4 | -1.3 | -0.6 |
| Sharpe Ratio | NA | 1.19 | 1.11 | 0.89 | 0.78 | NA | NA | 0.37 | NA | 1.5 | 0.94 | 2.27 | -0.21 | 1.76 | 0.67 | 0.07 | 0.08 | 2.37 | 0.8 | -0.2 | 0.96 | 1.09 | -0.92 | 0.09 | 1.54 | 0.74 | 1.85 | 2.21 | -0.87 | -0.37 | 0.54 | -0.14 | -0.27 | -0.35 |
| Draw Down(%) | NA | 9.8 | 31.8 | 31.8 | 31.8 | NA | NA | 58.4 | NA | 9.8 | 31.8 | 7.5 | 23.1 | 6.8 | 13.5 | 11.9 | 13.0 | 5.4 | 11.1 | 27.6 | 18.0 | 28.0 | 52.8 | 13.2 | 9.2 | 8.2 | 8.5 | 12.8 | 31.4 | 21.7 | 9.6 | 15.4 | 29.9 | 7.9 |
| Standard Deviation(%) | NA | 12.6 | 23.2 | 20.9 | 17.4 | NA | NA | 19.8 | NA | 16.1 | 35.7 | 14.1 | 20.0 | 12.5 | 14.5 | 15.6 | 9.4 | 10.0 | 13.8 | 28.2 | 21.3 | 30.9 | 42.8 | 16.0 | 10.6 | 11.6 | 12.1 | 14.3 | 20.9 | 17.1 | 17.9 | 12.8 | 17.0 | 17.2 |
| Treynor Ratio | NA | 0.24 | 0.27 | 0.19 | 0.14 | NA | NA | 0.07 | NA | 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 | 0.02 | 0.17 | 0.08 | 0.22 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.01 | 0.01 | -0.01 | NA | NA | 0.0 | NA | -0.03 | 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 |
| Beta | NA | 0.62 | 0.96 | 1.0 | 0.98 | NA | NA | 1.03 | NA | 1.05 | 1.0 | 1.08 | 1.14 | 1.24 | 1.07 | 0.97 | 0.68 | 0.81 | 1.0 | 1.17 | 1.15 | 1.11 | 1.01 | 0.97 | 0.97 | 1.04 | 1.0 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.44 | 0.87 | 0.85 | 0.86 | NA | NA | 0.74 | NA | 0.73 | 0.94 | 0.93 | 0.95 | 0.44 | 0.96 | 0.94 | 0.69 | 0.8 | 0.88 | 0.97 | 0.96 | 0.97 | 0.94 | 0.93 | 0.87 | 0.84 | 0.79 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 5.3 | 6.6 | 7.0 | 5.0 | 6.7 | N/A | 0.0 | 0.0 | 8.5 | 5.2 | 8.3 | 7.1 | 0.6 | 6.8 | 16.1 | 1.3 | 0.6 | 0.6 | 0.5 | 0.6 | 0.5 | 13.0 | 14.2 | 11.4 | 25.0 | 0.4 | 6.1 | 0.4 | 2.3 | 3.0 | 1.1 | 3.1 |
| Dividend Growth(%) | N/A | -100.0 | -4.1 | 25.1 | -14.2 | N/A | N/A | N/A | N/A | -100.0 | 114.2 | -45.3 | 35.7 | 1225.7 | -91.7 | -63.9 | 1430.1 | 121.7 | -4.2 | 50.0 | 4.3 | -27.0 | -96.3 | -4.5 | 26.4 | -56.0 | 8802.8 | -95.3 | 1604.4 | -83.1 | -26.8 | 172.4 | -66.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/1997
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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