Nasdaq - Delayed Quote • USD
BlackRock Mid-Cap Growth Equity Instl (CMGIX)
As of 8:06 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.26% |
| 5y Average Return | 8.03% |
| Number of Years Up | 21 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Apr 18, 2024) | 49.52% |
| Worst 1Y Total Return (Apr 18, 2024) | -- |
| Best 3Y Total Return | 49.52% |
| Worst 3Y Total Return | -2.75% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CMGIX
Category
- YTD
- 8.00%
- 10.80%
- 1-Month
- 0.85%
- 4.43%
- 3-Month
- 8.00%
- 7.00%
- 1-Year
- 24.37%
- 48.17%
- 3-Year
- -0.02%
- 21.26%
- 5-Year
- 10.36%
- 20.18%
- 10-Year
- 12.16%
- 14.07%
- Last Bull Market
- 41.31%
- 27.14%
- Last Bear Market
- -23.50%
- -21.26%
Annual Total Return (%) History
Year
CMGIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.00% | -- | -- | -- |
| 2023 | 11.36% | 5.47% | -4.93% | 14.85% |
| 2022 | -16.67% | -23.50% | -5.63% | 4.13% |
| 2021 | -0.61% | 9.76% | 2.33% | 2.57% |
| 2020 | -14.70% | 29.69% | 9.69% | 20.43% |
| 2019 | 20.76% | 10.66% | -3.37% | 5.47% |
| 2018 | 6.34% | 7.38% | 8.28% | -16.81% |
| 2017 | 12.77% | 7.38% | 5.49% | 5.41% |
| 2016 | -4.88% | 4.26% | 7.15% | -3.03% |
| 2015 | 11.48% | 1.89% | -10.27% | 4.86% |
| 2014 | 1.76% | 2.08% | 0.00% | 2.40% |
| 2013 | 10.97% | 4.81% | 14.65% | 10.36% |
| 2012 | 15.10% | -8.11% | 4.22% | 0.66% |
| 2011 | 6.07% | 2.75% | -19.74% | 10.99% |
| 2010 | 6.64% | -15.53% | 12.93% | 13.51% |
| 2009 | -2.45% | 21.20% | 18.18% | 7.01% |
| 2008 | -11.50% | 7.37% | -20.35% | -28.85% |
| 2007 | 4.30% | 8.00% | 5.22% | 1.11% |
| 2006 | 7.30% | -4.97% | -1.74% | 6.35% |
| 2005 | -2.04% | 4.38% | 4.50% | 3.55% |
| 2004 | 7.57% | 1.21% | -4.89% | 11.64% |
| 2003 | 0.48% | 16.72% | 2.30% | 11.76% |
| 2002 | -1.02% | -16.13% | -17.33% | 4.13% |
| 2001 | -26.41% | 2.41% | -23.26% | 17.89% |
| 2000 | 21.56% | -9.36% | 7.70% | -25.15% |
| 1999 | 13.89% | 12.51% | 6.82% | 61.50% |
| 1998 | 12.52% | 1.32% | -14.59% | 25.63% |
| 1997 | -11.06% | 18.37% | 15.42% | -5.57% |
Rank in Category (By Total Return)
| YTD | 66 |
| 1-Month | 95 |
| 3-Month | 66 |
| 1-Year | 43 |
| 3-Year | 68 |
| 5-Year | 61 |
Load Adjusted Returns
| 1-Year | 24.37% |
| 3-Year | -0.02% |
| 5-Year | 10.36% |
| 10-Year | 12.16% |
Performance & Risk
| YTD Return | -0.26% |
| 5y Average Return | 8.03% |
| Rank in Category (ytd) | 66 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.29 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | BlackRock |
| Net Assets | 12.64B |
| YTD Return | 8.00% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 27, 1996 |
Fund Summary
The fund normally invests at least 80% of its net assets in equity securities issued by U.S. mid-capitalization companies which the fund management believes have above-average earnings growth potential. The fund adviser generally defines these companies, at the time of the fund's investment, as those with market capitalizations comparable in size to the companies in the Russell Midcap® Growth Index. It primarily invests in common stock but also can invest in preferred stock, convertible securities and other equity securities.
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