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BlackRock Advantage Large Cap Growth Fund (BMCAX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS0919287880
CUSIP091928788
IssuerBlackrock
Inception DateAug 26, 1986
CategoryLarge Cap Growth Equities
Min. Investment$1,000
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

The BlackRock Advantage Large Cap Growth Fund has a high expense ratio of 0.87%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.87%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds to compare with BMCAX

BlackRock Advantage Large Cap Growth Fund

Popular comparisons: BMCAX vs. VIGAX, BMCAX vs. TQQQ, BMCAX vs. FXAIX, BMCAX vs. SCHG, BMCAX vs. QQQM

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in BlackRock Advantage Large Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


1,600.00%1,800.00%2,000.00%2,200.00%2,400.00%2,600.00%OctoberNovemberDecember2024FebruaryMarch
2,601.95%
1,968.64%
BMCAX (BlackRock Advantage Large Cap Growth Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

BlackRock Advantage Large Cap Growth Fund had a return of 11.24% year-to-date (YTD) and 40.20% in the last 12 months. Over the past 10 years, BlackRock Advantage Large Cap Growth Fund had an annualized return of 12.69%, outperforming the S&P 500 benchmark which had an annualized return of 10.89%.


PeriodReturnBenchmark
Year-To-Date11.24%10.16%
1 month2.19%3.47%
6 months27.23%22.20%
1 year40.20%30.45%
5 years (annualized)15.78%13.16%
10 years (annualized)12.69%10.89%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20242.57%6.53%
2023-1.27%-5.28%-1.30%11.19%4.28%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for BlackRock Advantage Large Cap Growth Fund (BMCAX) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BMCAX
BlackRock Advantage Large Cap Growth Fund
2.89
^GSPC
S&P 500
2.79

Sharpe Ratio

The current BlackRock Advantage Large Cap Growth Fund Sharpe ratio is 2.89. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
2.89
2.79
BMCAX (BlackRock Advantage Large Cap Growth Fund)
Benchmark (^GSPC)

Dividends

Dividend History

BlackRock Advantage Large Cap Growth Fund granted a 0.71% dividend yield in the last twelve months. The annual payout for that period amounted to $0.17 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.17$0.17$0.03$3.27$1.17$0.68$1.27$0.94$0.07$0.86$2.35$0.17

Dividend yield

0.71%0.79%0.19%14.39%5.68%4.12%9.77%6.44%0.56%7.42%19.24%1.20%

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
2024$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.00$0.00$0.00$0.00$0.16
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$0.02$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

Drawdowns

Drawdowns Chart

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


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-0.33%
0
BMCAX (BlackRock Advantage Large Cap Growth Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the BlackRock Advantage Large Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the BlackRock Advantage Large Cap Growth Fund was 58.56%, occurring on Mar 9, 2009. Recovery took 1003 trading sessions.

The current BlackRock Advantage Large Cap Growth Fund drawdown is 0.33%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-58.56%Jul 16, 2007415Mar 9, 20091003Mar 5, 20131418
-56.01%Jul 6, 19981082Oct 9, 2002552Dec 20, 20041634
-51.3%Dec 26, 1989212Oct 17, 1990551Nov 26, 1992763
-50.23%Jul 6, 1987119Dec 17, 1987377May 29, 1989496
-46.11%May 28, 199658Aug 15, 1996132Feb 17, 1997190

Volatility

Volatility Chart

The current BlackRock Advantage Large Cap Growth Fund volatility is 4.08%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%OctoberNovemberDecember2024FebruaryMarch
4.08%
2.80%
BMCAX (BlackRock Advantage Large Cap Growth Fund)
Benchmark (^GSPC)