BlackRock Advantage Large Cap Growth Fund (BMCAX)
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.
Fund Info
ISIN | US0919287880 |
---|---|
CUSIP | 091928788 |
Issuer | Blackrock |
Inception Date | Aug 26, 1986 |
Category | Large Cap Growth Equities |
Min. Investment | $1,000 |
Asset Class | Equity |
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.
Share Price Chart
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Compare to other instruments
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.
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%.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 11.24% | 10.16% |
1 month | 2.19% | 3.47% |
6 months | 27.23% | 22.20% |
1 year | 40.20% | 30.45% |
5 years (annualized) | 15.78% | 13.16% |
10 years (annualized) | 12.69% | 10.89% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 2.57% | 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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
BlackRock Advantage Large Cap Growth Fund | 2.89 | ||||
S&P 500 | 2.79 |
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.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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.
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, 2007 | 415 | Mar 9, 2009 | 1003 | Mar 5, 2013 | 1418 |
-56.01% | Jul 6, 1998 | 1082 | Oct 9, 2002 | 552 | Dec 20, 2004 | 1634 |
-51.3% | Dec 26, 1989 | 212 | Oct 17, 1990 | 551 | Nov 26, 1992 | 763 |
-50.23% | Jul 6, 1987 | 119 | Dec 17, 1987 | 377 | May 29, 1989 | 496 |
-46.11% | May 28, 1996 | 58 | Aug 15, 1996 | 132 | Feb 17, 1997 | 190 |
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.