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SGCDX: BlackRock Small/Mid Growth Inv C (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/11/1998 |
| Last Dividend Date: | 12/15/2000 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 10/20/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/11/1998 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -0.8 | 6.4 | -7.5 | 0.1 | 1.8 | -11.5 | 16.9 | 31.5 | -45.1 | -6.7 | 2.1 | 4.3 | 1.7 | 51.9 | -25.6 | 0.8 | -15.6 | 50.9 | 14.3 |
| Sharpe Ratio | NA | -0.03 | 0.2 | -0.27 | -0.04 | 0.0 | -0.49 | 0.72 | 1.04 | -1.18 | -0.35 | -0.07 | 0.14 | 0.04 | 2.49 | -1.02 | -0.05 | -0.51 | 2.13 | 8.03 |
| Draw Down(%) | NA | 27.0 | 31.9 | 67.2 | 67.2 | 68.6 | 27.0 | 22.3 | 26.6 | 55.7 | 25.1 | 15.6 | 9.4 | 27.7 | 11.7 | 33.5 | 28.0 | 43.1 | 17.7 | 6.6 |
| Standard Deviation(%) | NA | 27.3 | 31.1 | 31.5 | 27.2 | 27.1 | 28.8 | 23.1 | 30.1 | 39.0 | 27.6 | 16.4 | 14.7 | 19.6 | 20.6 | 26.3 | 29.8 | 38.5 | 22.4 | 20.7 |
| Treynor Ratio | NA | -0.01 | 0.07 | -0.09 | -0.01 | 0.0 | -0.18 | 0.18 | 0.35 | -0.52 | -0.1 | -0.01 | 0.02 | 0.01 | 0.51 | -0.27 | -0.01 | -0.21 | 0.42 | 1.53 |
| Alpha | NA | -0.05 | -0.07 | -0.09 | -0.07 | -0.03 | -0.03 | -0.04 | -0.02 | -0.06 | -0.06 | -0.03 | -0.01 | -0.05 | 0.02 | -0.05 | 0.01 | -0.05 | 0.09 | 0.04 |
| Beta | NA | 0.81 | 0.88 | 0.9 | 0.93 | 0.94 | 0.78 | 0.93 | 0.9 | 0.89 | 0.99 | 0.88 | 0.89 | 1.02 | 1.0 | 0.99 | 1.1 | 0.96 | 1.13 | 1.08 |
| RSquared | NA | 0.75 | 0.9 | 0.81 | 0.81 | 0.82 | 0.75 | 0.93 | 0.96 | 0.97 | 0.49 | 0.83 | 0.8 | 0.92 | 0.9 | 0.89 | 0.87 | 0.78 | 0.61 | 0.79 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 14.8 | 0.0 | 4.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/11/1998
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