Find A Portfolio/Ticker
Comparison Box
MALHX: BlackRock Lg Cap Grwth I (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/10/2000 |
Last Dividend Date: | 12/04/2019 |
12-Mo. Yield | 7.79% |
Expenses | 0.67% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/13/2000 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 4.0 | 12.3 | 14.3 | 14.6 | 9.9 | 7.0 | 28.5 | 3.4 | 29.4 | 7.9 | 2.6 | 14.5 | 33.4 | 14.8 | 0.5 | 12.6 | 31.3 | -36.7 | 8.4 | 6.8 | 11.9 | 10.5 | 33.2 | -24.9 | -10.3 | -10.2 |
Sharpe Ratio | NA | 1.08 | 1.06 | 0.83 | 0.83 | NA | 0.3 | 1.79 | 0.09 | 2.38 | 0.56 | 0.16 | 1.14 | 2.97 | 1.12 | 0.02 | 0.62 | 1.24 | -1.03 | 0.33 | 0.25 | 0.78 | 0.61 | 1.76 | -1.09 | -0.45 | -1.09 |
Draw Down(%) | NA | 12.9 | 22.0 | 22.0 | 24.7 | NA | 52.3 | 8.9 | 22.0 | 5.8 | 11.4 | 11.3 | 8.0 | 6.7 | 11.4 | 24.7 | 18.1 | 22.2 | 49.5 | 11.6 | 14.9 | 8.2 | 15.1 | 11.7 | 30.9 | 33.8 | 21.7 |
Standard Deviation(%) | NA | 17.9 | 17.5 | 16.5 | 17.0 | NA | 20.3 | 16.0 | 22.8 | 12.2 | 13.6 | 15.8 | 12.6 | 11.2 | 13.3 | 26.2 | 20.2 | 25.1 | 36.6 | 16.3 | 14.0 | 12.4 | 15.5 | 18.4 | 24.0 | 28.6 | 55.1 |
Treynor Ratio | NA | 0.24 | 0.2 | 0.15 | 0.15 | NA | 0.07 | 0.38 | 0.02 | 0.3 | 0.09 | 0.03 | 0.16 | 0.37 | 0.17 | 0.01 | 0.12 | 0.32 | -0.39 | 0.06 | 0.03 | 0.1 | 0.1 | 0.36 | -0.36 | -0.17 | -0.57 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.01 | 0.0 | 0.01 | 0.0 | 0.03 | -0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.03 | 0.01 | 0.07 | 0.11 |
Beta | NA | 0.8 | 0.94 | 0.93 | 0.94 | NA | 0.9 | 0.75 | 1.08 | 0.95 | 0.88 | 0.96 | 0.9 | 0.89 | 0.87 | 0.97 | 1.02 | 0.97 | 0.95 | 0.93 | 1.0 | 0.95 | 0.98 | 0.9 | 0.72 | 0.76 | 1.05 |
RSquared | NA | 0.77 | 0.8 | 0.85 | 0.9 | NA | 0.89 | 0.72 | 0.98 | 0.46 | 0.91 | 0.95 | 0.94 | 0.92 | 0.91 | 0.96 | 0.95 | 0.91 | 0.94 | 0.89 | 0.85 | 0.81 | 0.85 | 0.87 | 0.89 | 0.87 | 0.93 |
Yield(%) | N/A | 7.8 | 21.4 | 17.7 | 15.0 | 10.7 | N/A | 8.3 | 31.2 | 25.6 | 7.1 | 5.0 | 13.0 | 8.7 | 8.6 | 0.4 | 0.2 | 0.4 | 0.0 | 3.0 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -78.1 | 175.9 | 502.7 | N/A | N/A | N/A | -78.1 | 15.6 | 275.0 | 37.1 | -61.1 | 80.0 | 8.7 | 2200.0 | 100.0 | -33.3 | N/A | -100.0 | 700.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/13/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth Index Fund ETF Shares) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity® Nasdaq Composite Index® ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (97%)
- FTC (First Trust Large Cap Growth AlphaDEX® Fund) (97%)
- MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) (96%)
- PWB (Invesco Dynamic Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) (98%)
- GAM (General American Investors Closed Fund) (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) (97%)
- FXBY (Foxby Corp) (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) (22%)