Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CMGIX (BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL) | 0.25% | 13.08% | 9.83% | 5.41% | 10.78% | 12.90% | 9.87% | 9.87% |
Data as of 07/25/2025, AR inception is 02/19/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMGIX (BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL) | 02/19/1997 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 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 (%) | 0.07 | 13.08 | 9.83 | 5.41 | 10.78 | 12.90 | 9.87 | 9.87 | 0.25 | 12.44 | 28.24 | -37.36 | 14.51 | 46.13 | 36.19 | 2.88 | 34.59 | 3.04 | 6.85 | 6.14 | 46.65 | 10.96 | -2.92 | 15.85 | 49.52 | -46.15 | 19.84 | 6.55 | 10.65 | 15.60 | 34.07 | -28.54 | -31.81 | -13.55 | 122.32 | 22.33 | 13.05 |
| Sharpe Ratio | NA | 0.35 | 0.27 | 0.14 | 0.39 | NA | NA | 0.34 | -0.08 | 0.47 | 1.37 | -1.09 | 0.68 | 1.26 | 2.29 | 0.08 | 3.06 | 0.17 | 0.43 | 0.35 | 3.11 | 0.67 | -0.10 | 0.72 | 1.62 | -1.08 | 0.99 | 0.22 | 0.67 | 1.06 | 1.93 | -1.12 | -1.28 | -0.43 | 3.91 | 0.75 | 0.56 |
| Standard Deviation(%) | NA | 28.49 | 23.85 | 25.29 | 23.43 | NA | NA | 24.32 | 33.28 | 18.66 | 18.08 | 35.56 | 21.31 | 36.12 | 15.14 | 19.60 | 11.15 | 16.74 | 15.78 | 17.73 | 14.99 | 16.36 | 29.84 | 22.02 | 30.49 | 43.51 | 16.90 | 14.29 | 12.56 | 13.80 | 17.25 | 26.60 | 27.03 | 41.01 | 30.39 | 25.31 | 20.60 |
| Draw Down(%) | NA | 29.77 | 29.77 | 45.96 | 45.96 | NA | NA | 73.85 | 29.37 | 12.91 | 14.95 | 42.16 | 12.65 | 35.56 | 10.42 | 22.93 | 5.14 | 17.93 | 14.79 | 14.39 | 5.40 | 15.00 | 25.54 | 21.10 | 22.77 | 59.08 | 11.19 | 14.46 | 6.90 | 15.32 | 10.57 | 36.52 | 46.18 | 44.57 | 15.73 | 33.46 | 14.43 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.35 | 2.59 | 5.86 | 4.69 | 8.38 | 0.00 | 0.00 | 0.00 | 0.00 | 5.49 | 0.00 | 0.53 | 4.61 | 4.27 | 0.00 | 2.68 | 11.34 | 20.83 | 0.00 | 0.00 | 0.36 | 0.00 | 0.00 | 0.00 | 0.00 | 1.37 | 0.00 | 0.00 | 0.00 | 0.00 | 33.08 | 47.67 | 0.00 | 1.02 |
Data as of 07/25/2025, AR inception is 02/19/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMGIX (BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL) |
-31.74%
Feb 2000 - Feb 2003 |
-13.15%
Feb 2000 - Feb 2005 |
-5.53%
Feb 2000 - Feb 2010 |
1.32%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMGIX (BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL) |
62.17%
Mar 1997 - Mar 2000 |
27.05%
Feb 2009 - Feb 2014 |
20.57%
Sep 2011 - Sep 2021 |
16.41%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart