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BlackRock Advantage Large Cap Growth Fund (BMCAX)

Mutual Fund · Currency in USD · Last updated Mar 21, 2023

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in large cap equity securities of U.S. issuers and derivatives that have similar economic characteristics to such securities. Large cap equity securities are equity securities that at the time of purchase have a market capitalization within the range of companies included in the Russell 1000 Growth Index. In order to manage cash flows into or out of the fund effectively, it may buy and sell financial futures contracts or options on such contracts.

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in BlackRock Advantage Large Cap Growth Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $123,008 for a total return of roughly 1,130.08%. All prices are adjusted for splits and dividends.


0.00%5.00%10.00%NovemberDecember2023FebruaryMarch
8.17%
7.42%
BMCAX (BlackRock Advantage Large Cap Growth Fund)
Benchmark (^GSPC)

S&P 500

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Return

BlackRock Advantage Large Cap Growth Fund had a return of 8.18% year-to-date (YTD) and -14.76% in the last 12 months. Over the past 10 years, BlackRock Advantage Large Cap Growth Fund had an annualized return of 10.28%, while the S&P 500 benchmark had an annualized return of 9.86%, indicating that BlackRock Advantage Large Cap Growth Fund performed slightly bigger than the benchmark.


PeriodReturnBenchmark
1 month-1.10%-3.13%
Year-To-Date8.18%2.92%
6 months2.83%2.02%
1 year-14.76%-11.46%
5 years (annualized)9.36%7.79%
10 years (annualized)10.28%9.86%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20237.86%-1.53%
2022-9.77%6.03%4.52%-7.61%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current BlackRock Advantage Large Cap Growth Fund Sharpe ratio is -0.46. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.80-0.60-0.40-0.20NovemberDecember2023FebruaryMarch
-0.46
-0.45
BMCAX (BlackRock Advantage Large Cap Growth Fund)
Benchmark (^GSPC)

Dividend History

BlackRock Advantage Large Cap Growth Fund granted a 0.17% dividend yield in the last twelve months. The annual payout for that period amounted to $0.03 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$0.03$0.03$3.27$1.49$0.68$1.27$0.94$0.07$0.86$2.35$0.17$0.09

Dividend yield

0.17%0.19%14.42%8.31%5.13%12.67%9.19%0.85%11.34%31.54%2.34%1.59%

Monthly Dividends

The table displays the monthly dividend distributions for BlackRock Advantage Large Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03
2021$0.00$0.00$0.00$0.00$0.00$0.00$1.73$0.00$0.00$0.00$0.00$1.54
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.33$0.00$0.00$0.00$0.00$1.15
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.68
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.27
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.94
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.07
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.86
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.14$0.00$0.00$0.00$0.00$2.21
2013$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.17
2012$0.09

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-30.00%-25.00%-20.00%-15.00%NovemberDecember2023FebruaryMarch
-25.56%
-17.62%
BMCAX (BlackRock Advantage Large Cap Growth Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the BlackRock Advantage Large Cap Growth Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the BlackRock Advantage Large Cap Growth Fund is 58.56%, recorded on Mar 9, 2009. It took 1003 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-58.56%Jul 16, 2007415Mar 9, 20091003Mar 5, 20131418
-56.51%Apr 13, 19981142Oct 9, 2002552Dec 20, 20041694
-54.1%Sep 5, 1989292Oct 17, 1990753Sep 6, 19931045
-51.39%Jul 6, 1987119Dec 17, 1987447Sep 4, 1989566
-47.06%Feb 22, 1994210Dec 12, 1994190Sep 4, 1995400
-46.38%May 28, 199658Aug 15, 1996132Feb 17, 1997190
-40.61%Nov 28, 199732Jan 12, 199825Feb 16, 199857
-40.3%Feb 18, 199740Apr 14, 199730May 26, 199770
-38.75%Sep 5, 199538Oct 26, 199520Nov 23, 199558
-38.7%Feb 17, 198741Apr 14, 198758Jul 3, 198799

Volatility Chart

Current BlackRock Advantage Large Cap Growth Fund volatility is 22.19%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%NovemberDecember2023FebruaryMarch
22.19%
20.82%
BMCAX (BlackRock Advantage Large Cap Growth Fund)
Benchmark (^GSPC)