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SSEGX: BlackRock Small/Mid Cap Growth Instl (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/13/2002 |
Last Dividend Date: | 04/20/2010 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 10/20/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/13/2002 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.1 | 7.6 | -1.5 | 6.0 | -11.0 | 18.3 | 33.0 | -44.5 | 15.4 | 9.7 | 10.6 | 2.6 | 53.6 | -1.9 |
Sharpe Ratio | NA | 0.0 | 0.25 | -0.09 | 0.2 | -0.47 | 0.79 | 1.09 | -1.16 | 0.74 | 0.42 | 0.61 | 0.08 | 2.57 | -0.55 |
Draw Down(%) | NA | 26.9 | 31.6 | 59.2 | 59.2 | 26.9 | 22.2 | 26.4 | 55.4 | 10.9 | 15.3 | 9.3 | 27.4 | 11.6 | 10.0 |
Standard Deviation(%) | NA | 26.6 | 30.5 | 28.1 | 24.2 | 28.8 | 23.1 | 30.1 | 38.9 | 16.9 | 15.3 | 13.8 | 19.6 | 20.5 | 26.6 |
Treynor Ratio | NA | 0.0 | 0.09 | -0.03 | 0.05 | -0.17 | 0.19 | 0.37 | -0.51 | 0.14 | 0.07 | 0.09 | 0.02 | 0.53 | -0.12 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.01 | -0.03 | -0.03 | -0.01 | -0.06 | 0.02 | 0.0 | 0.01 | -0.05 | 0.03 | -0.1 |
Beta | NA | 0.79 | 0.87 | 0.88 | 0.9 | 0.79 | 0.94 | 0.9 | 0.89 | 0.9 | 0.88 | 0.9 | 1.02 | 1.0 | 1.19 |
RSquared | NA | 0.75 | 0.91 | 0.92 | 0.92 | 0.75 | 0.95 | 0.96 | 0.97 | 0.95 | 0.95 | 0.93 | 0.92 | 0.9 | 0.93 |
Yield(%) | N/A | 0.0 | 0.2 | 4.7 | N/A | 0.0 | 0.3 | 0.0 | 0.1 | 18.5 | 5.4 | 4.6 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -98.9 | N/A | N/A | -100.0 | N/A | -100.0 | -99.3 | 252.4 | 28.1 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/13/2002
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