Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CMVIX (BLACKROCK ADVANTAGE LARGE CAP GROWTH FUND INSTITUTIONAL) | 5.94% | 16.22% | 18.37% | 9.30% | 11.75% | 11.06% | 8.73% | 9.43% |
Data as of 07/23/2025, AR inception is 06/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMVIX (BLACKROCK ADVANTAGE LARGE CAP GROWTH FUND INSTITUTIONAL) | 06/29/1993 | 07/23/2025 |
| 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 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.37 | 16.22 | 18.37 | 9.30 | 11.75 | 11.06 | 8.73 | 9.43 | 5.94 | 9.02 | 38.74 | -30.18 | 10.51 | 25.51 | 33.67 | -2.57 | 23.47 | 10.28 | 1.46 | 1.12 | 24.07 | 11.35 | -5.35 | 21.11 | 34.04 | -38.52 | 4.54 | 19.85 | 11.07 | 23.66 | 32.50 | -16.66 | -3.73 | 14.10 | 1.12 | -1.45 | 49.51 | 8.04 | 27.40 | -8.92 | 10.51 |
| Sharpe Ratio | NA | 0.53 | 0.75 | 0.31 | 0.46 | NA | NA | 0.39 | 0.26 | 0.11 | 2.18 | -1.05 | 0.55 | 0.70 | 2.29 | -0.20 | 1.80 | 0.69 | 0.09 | 0.12 | 2.39 | 0.83 | -0.19 | 0.99 | 1.09 | -0.92 | 0.10 | 1.57 | 0.77 | 1.89 | 2.21 | -0.85 | -0.36 | 0.56 | -0.16 | -0.28 | 2.55 | 0.27 | 3.24 | -1.28 | 3.11 |
| Standard Deviation(%) | NA | 25.29 | 21.88 | 22.88 | 21.90 | NA | NA | 19.65 | 29.12 | 21.80 | 15.95 | 30.26 | 18.94 | 35.97 | 14.11 | 19.97 | 12.74 | 14.58 | 15.55 | 9.37 | 10.05 | 13.73 | 28.15 | 21.14 | 31.07 | 42.77 | 15.99 | 10.59 | 11.53 | 12.05 | 14.36 | 20.82 | 17.10 | 17.81 | 12.75 | 16.96 | 17.93 | 16.38 | 7.28 | 9.24 | 6.26 |
| Draw Down(%) | NA | 23.22 | 23.22 | 37.68 | 37.68 | NA | NA | 58.40 | 23.14 | 19.11 | 10.19 | 33.25 | 11.57 | 31.76 | 7.45 | 23.03 | 6.88 | 13.52 | 11.84 | 12.99 | 5.40 | 11.10 | 27.47 | 17.95 | 28.09 | 52.83 | 13.24 | 9.17 | 8.19 | 8.31 | 12.80 | 31.29 | 21.65 | 9.61 | 15.52 | 30.01 | 7.82 | 15.08 | 5.92 | 14.83 | 2.00 |
| Yield(%) | 0.00 | 12.43 | 6.11 | 3.47 | 5.66 | 6.76 | 5.69 | 9.83 | 0.00 | 14.14 | 0.34 | 0.24 | 0.00 | 0.39 | 5.35 | 8.51 | 7.30 | 0.93 | 7.17 | 16.19 | 1.76 | 1.20 | 0.84 | 0.99 | 0.91 | 0.58 | 13.17 | 14.28 | 11.38 | 24.98 | 0.90 | 6.10 | 0.66 | 2.63 | 2.78 | 0.82 | 5.72 | 2.45 | 3.09 | 2.90 | 2.27 |
Data as of 07/23/2025, AR inception is 06/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMVIX (BLACKROCK ADVANTAGE LARGE CAP GROWTH FUND INSTITUTIONAL) |
-14.52%
Feb 2006 - Feb 2009 |
-4.55%
Mar 1998 - Mar 2003 |
1.55%
Feb 1999 - Feb 2009 |
4.66%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMVIX (BLACKROCK ADVANTAGE LARGE CAP GROWTH FUND INSTITUTIONAL) |
28.67%
Mar 1995 - Mar 1998 |
20.87%
Jun 2016 - Jun 2021 |
14.63%
Feb 2009 - Feb 2019 |
13.61%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart