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BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL CMGIX
42.72 -0.26 (-0.60%) Jul 22, 2025

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


Dividend 0.71
Ex-Dividend Date Dec 07, 2021
Annualized Return (3Y) 8.94%
Annualized Return (5Y) 4.98%
Annualized Return (10Y) 10.26%
Annualized Return (15Y) 13.03%
Close 42.72
Previous Close 42.98
Worst 3Y Roll AR -31.74%
Worst 5Y Roll AR -13.15%
Worst 10Y Roll AR -5.53%
Worst 15Y Roll AR 1.32%
Inception Date Feb 19, 1997
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Dividends


BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL (CMGIX) Dividend Information

BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL (CMGIX) dividend growth in the last 12 months is

The trailing 12-month yield of BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL is 0.00%. its dividend history:

Pay Date Cash Amount
Dec 07, 2021 $0.706
Jul 15, 2021 $1.662
Dec 05, 2019 $0.116
Dec 06, 2018 $1.0472
Dec 04, 2017 $0.746
Dec 09, 2015 $0.431
Dec 10, 2014 $1.915
Dec 11, 2013 $2.916
Apr 30, 2010 $0.04
Dec 08, 2005 $0.132

Dividend Growth History for BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL (CMGIX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2021
2021 $2.368 5.49% - -
2019 $0.116 0.53% -88.92% 351.82%
2018 $1.0472 4.61% 40.38% 31.26%
2017 $0.746 4.27% - 33.48%
2015 $0.431 2.68% -77.49% 32.84%
2014 $1.915 11.34% -34.33% 3.08%
2013 $2.916 20.83% - -2.57%
2010 $0.04 0.36% - 44.92%
2005 $0.132 1.37% - 19.77%
2000 $7.476 33.08% 12.91% -5.33%
1999 $6.621 47.67% - -4.57%
1997 $0.104 1.02% - 13.91%

Dividend Growth Chart for BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL (CMGIX)

BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL (CMGIX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL (CMGIX) Historical Returns And Risk Info

From 02/19/1997 to 07/22/2025, the compound annualized total return (dividend reinvested) of BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL (CMGIX) is 9.674%. Its cumulative total return (dividend reinvested) is 1,273.21%.

From 02/19/1997 to 07/22/2025, the Maximum Drawdown of BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL (CMGIX) is 73.8%.

From 02/19/1997 to 07/22/2025, the Sharpe Ratio of BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL (CMGIX) is 0.34.

From 02/19/1997 to 07/22/2025, the Annualized Standard Deviation of BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL (CMGIX) is 24.3%.

From 02/19/1997 to 07/22/2025, the Beta of BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL (CMGIX) is 1.02.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CMGIX (BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL) -1.34% 7.36% 8.94% 4.98% 10.26% 13.03% 9.76% 9.81%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 7.97% 14.75% 18.39% 15.68% 13.44% 14.40% 10.51% 9.50%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 7.60% 10.16% 10.19% 7.03% 6.55% 7.29% 6.06% 6.71%
Data as of 07/22/2025, AR inception is 02/19/1997

Return Calculator for BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL (CMGIX)

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BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL (CMGIX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL (CMGIX)

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Retirement Spending Calculator for BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL (CMGIX)

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Rolling Returns


A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 02/19/1997 to 07/22/2025, the worst annualized return of 3-year rolling returns for BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL (CMGIX) is -31.74%.
From 02/19/1997 to 07/22/2025, the worst annualized return of 5-year rolling returns for BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL (CMGIX) is -13.15%.
From 02/19/1997 to 07/22/2025, the worst annualized return of 10-year rolling returns for BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL (CMGIX) is -5.53%.
From 02/19/1997 to 07/22/2025, the worst annualized return of 20-year rolling returns for BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL (CMGIX) is 3.78%.

Drawdowns


BLACKROCK MID CAP GROWTH EQUITY PORTFOLIO INSTITUTIONAL (CMGIX) Maximum Drawdown




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