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PCGEX: BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO SERVICE (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/22/1993 |
| Last Dividend Date: | 11/24/2020 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.75% |
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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 02/10/1995 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.3 | 22.4 | 15.2 | 13.6 | 10.0 | 9.8 | 10.3 | 0.0 | 7.8 | 33.0 | 33.5 | -5.3 | 12.9 | 13.1 | -3.8 | 1.8 | 45.0 | 10.6 | -0.1 | 22.9 | 34.4 | -40.0 | 15.1 | 18.8 | 6.1 | 10.1 | 54.9 | -27.5 | -34.6 | -13.4 | 72.0 | 6.8 | 8.8 | 31.4 | 46.7 | 5.6 | 4.1 |
| Sharpe Ratio | NA | 0.13 | 0.84 | 0.59 | 0.62 | NA | NA | 0.36 | NA | 0.55 | 0.86 | 1.9 | -0.32 | 0.56 | 0.68 | -0.22 | 0.1 | 3.0 | 0.57 | 0.0 | 0.95 | 1.13 | -1.06 | 0.68 | 0.99 | 0.28 | 0.51 | 2.88 | -1.09 | -1.29 | -0.41 | 2.6 | 0.12 | 0.25 | 1.39 | 2.81 | 0.17 | 39.08 |
| Draw Down(%) | NA | 15.3 | 41.6 | 41.6 | 41.6 | NA | NA | 77.2 | NA | 15.3 | 41.6 | 8.9 | 28.2 | 13.7 | 18.1 | 15.4 | 15.3 | 6.5 | 20.0 | 30.9 | 21.7 | 27.4 | 52.1 | 10.4 | 15.0 | 11.3 | 21.9 | 13.1 | 39.4 | 45.8 | 47.4 | 11.7 | 39.8 | 25.3 | 19.6 | 9.2 | 17.7 | 0.1 |
| Standard Deviation(%) | NA | 17.3 | 26.0 | 24.3 | 21.3 | NA | NA | 24.1 | NA | 22.2 | 38.1 | 16.9 | 20.5 | 22.1 | 18.9 | 17.8 | 18.3 | 15.0 | 18.9 | 33.2 | 24.1 | 30.5 | 38.6 | 17.7 | 15.8 | 14.4 | 17.9 | 18.8 | 26.3 | 29.0 | 43.0 | 26.5 | 27.7 | 20.8 | 19.9 | 15.2 | 15.4 | 11.0 |
| Treynor Ratio | NA | 0.04 | 0.24 | 0.16 | 0.14 | NA | NA | 0.09 | NA | 0.13 | 0.34 | 0.31 | -0.06 | 0.11 | 0.12 | -0.04 | 0.02 | 0.45 | 0.1 | 0.0 | 0.23 | 0.38 | -0.46 | 0.13 | 0.17 | 0.04 | 0.1 | 0.59 | -0.29 | -0.38 | -0.16 | 0.5 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.02 | 0.02 | 0.01 | 0.0 | NA | NA | 0.01 | NA | 0.01 | 0.0 | 0.0 | 0.0 | -0.03 | 0.01 | 0.0 | -0.01 | 0.02 | -0.03 | 0.01 | -0.02 | -0.01 | -0.03 | 0.02 | 0.03 | -0.01 | -0.02 | 0.04 | -0.06 | -0.16 | -0.03 | 0.13 | 0.03 | NA | NA | NA | NA | NA |
| Beta | NA | 0.61 | 0.9 | 0.93 | 0.97 | NA | NA | 0.97 | NA | 0.94 | 0.96 | 1.03 | 1.04 | 1.13 | 1.05 | 1.08 | 1.13 | 0.99 | 1.06 | 1.01 | 0.98 | 0.91 | 0.88 | 0.94 | 0.9 | 0.93 | 0.94 | 0.91 | 0.99 | 0.99 | 1.09 | 1.39 | 0.96 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.54 | 0.84 | 0.76 | 0.82 | NA | NA | 0.78 | NA | 0.83 | 0.91 | 0.93 | 0.95 | 0.29 | 0.95 | 0.94 | 0.94 | 0.9 | 0.93 | 0.98 | 0.95 | 0.97 | 0.97 | 0.95 | 0.94 | 0.93 | 0.94 | 0.9 | 0.89 | 0.75 | 0.83 | 0.67 | 0.58 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 5.8 | 9.8 | 11.7 | 9.2 | 10.7 | N/A | 0.0 | 0.0 | 8.1 | 8.0 | 21.7 | 13.4 | 0.0 | 6.1 | 23.7 | 44.8 | 11.8 | 2.6 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 27.1 | 19.5 | 0.0 | 5.9 | 9.5 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -61.4 | -56.2 | 4127.6 | N/A | N/A | N/A | N/A | -100.0 | 26.6 | -72.7 | 65.3 | N/A | -100.0 | -80.1 | -51.2 | 282.2 | 336.5 | 1975.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 110.2 | N/A | -100.0 | -23.8 | N/A | -100.0 | -75.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/10/1995
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