- ISIN
- US0919287880
- CUSIP
- 091928788
- Issuer
- BlackRock
- Inception Date
- Aug 26, 1986
- Category
- Large Cap Growth Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
BMCAX Performance Chart
BlackRock Advantage Large Cap Growth Fund (BMCAX) is up 11.1% since the beginning of the year. BMCAX is currently trading at $29 per share. Investors who bought $1,000 worth of BMCAX shares 5 years ago would now be looking at an investment worth $2,006.
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Returns By Period
BlackRock Advantage Large Cap Growth Fund (BMCAX) has returned 11.13% so far this year and 32.32% over the past 12 months. Looking at the last ten years, BMCAX has achieved an annualized return of 17.86%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
BlackRock Advantage Large Cap Growth Fund
- 1D
- 1.45%
- 1M
- 0.75%
- YTD
- 11.13%
- 6M
- 10.42%
- 1Y
- 32.32%
- 3Y*
- 25.66%
- 5Y*
- 14.94%
- 10Y*
- 17.86%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
BMCAX Monthly Returns History
Based on dividend-adjusted daily data since Aug 25, 1986, BMCAX's average daily return is +0.04%, while the average monthly return is +0.84%. At this rate, an investment would double in approximately 6.9 years.
Historically, 63% of months were positive and 37% were negative. The best month was Dec 2004 with a return of +34.6%, while the worst month was Oct 2008 at -22.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, BMCAX closed higher 51% of trading days. The best single day was Dec 20, 2004 with a return of +33.6%, while the worst single day was Aug 15, 1996 at -13.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.79% | -2.43% | -4.99% | 13.42% | 8.61% | -1.90% | 11.13% | ||||||
| 2025 | 2.60% | -3.70% | -8.34% | 2.22% | 8.44% | 6.68% | 3.53% | 0.96% | 5.93% | 5.19% | -1.88% | -0.79% | 21.40% |
| 2024 | 2.57% | 6.53% | 1.81% | -4.49% | 6.13% | 6.83% | -1.80% | 1.43% | 4.15% | -0.48% | 6.17% | 0.18% | 32.28% |
| 2023 | 7.86% | -1.53% | 6.75% | 0.28% | 3.57% | 7.65% | 2.75% | -1.27% | -5.28% | -1.30% | 11.19% | 4.28% | 39.38% |
| 2022 | -8.46% | -5.39% | 3.51% | -11.41% | -1.94% | -8.26% | 10.98% | -4.95% | -9.77% | 6.03% | 4.52% | -7.61% | -30.37% |
| 2021 | -0.87% | 0.34% | 1.75% | 6.55% | -0.72% | 5.83% | 3.13% | 2.90% | -5.46% | 7.98% | 0.72% | 2.41% | 26.61% |
Benchmark Metrics
BlackRock Advantage Large Cap Growth Fund has an annualized alpha of 1.58%, beta of 0.87, and R2 of 0.69 versus S&P 500 Index. Calculated based on daily prices since August 25, 1986.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (95.41%) than losses (94.73%) - typical of diversified or defensive assets.
- With beta of 0.87 and R2 of 0.69, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.58%
- Beta
- 0.87
- R²
- 0.69
- Upside Capture
- 95.41%
- Downside Capture
- 94.73%
Expense Ratio
BMCAX has an expense ratio of 0.87%, placing it in the medium range.
Return for Risk
Risk / Return Rank
BMCAX ranks 41 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for BlackRock Advantage Large Cap Growth Fund (BMCAX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BMCAX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.37 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.16 | 2.78 | -0.63 |
| Martin ratioReturn relative to average drawdown | 7.30 | 12.44 | -5.14 |
Dividends
Dividend History
BlackRock Advantage Large Cap Growth Fund provided a 6.24% dividend yield over the last twelve months, with an annual payout of $1.84 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.84 | $1.84 | $5.27 | $0.17 | $0.03 | $3.27 | $1.17 | $0.68 | $1.27 | $0.88 | $0.07 | $0.86 |
Dividend yield | 6.24% | 6.94% | 22.50% | 0.79% | 0.19% | 14.39% | 5.68% | 4.12% | 9.77% | 6.04% | 0.56% | 7.42% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $0.00 | $0.00 | $0.95 | $1.84 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.09 | $0.00 | $0.00 | $0.00 | $0.00 | $3.18 | $5.27 |
| 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 | $0.17 |
| 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 | $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 | $3.27 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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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 58.55%, occurring on Mar 9, 2009. Recovery took 1004 trading sessions.
The current BlackRock Advantage Large Cap Growth Fund drawdown is 2.58%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -58.55%Mar 2009 | 1y 7mo | 3y 12mo | 5y 7moJul 2007 - Mar 2013 |
Dot-com crash2000–2002 | -41.10%Oct 2002 | 1y 4mo | 1y 3mo | 2y 7moJun 2001 - Jan 2004 |
Bear market2022 | -33.84%Oct 2022 | 9mo 20d | 1y 3mo | 2y 1moDec 2021 - Jan 2024 |
COVID crash2020 | -31.76%Mar 2020 | 1mo 2d | 3mo 2d | 4mo 4dFeb 2020 - Jun 2020 |
1990 bear market1990 | -27.96%Oct 1990 | 3y 3mo | 2y 4mo | 5y 7moJul 1987 - Mar 1993 |
Drawdown Indicators
| BMCAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.55% | -56.78% | -1.77% |
Max Drawdown (1Y)Largest decline over 1 year | -14.71% | -9.10% | -5.61% |
Max Drawdown (3Y)Largest decline over 3 years | -23.29% | -18.90% | -4.39% |
Max Drawdown (5Y)Largest decline over 5 years | -33.84% | -25.43% | -8.41% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -33.92% | +0.08% |
Current DrawdownCurrent decline from peak | -2.58% | -1.80% | -0.78% |
Average DrawdownAverage peak-to-trough decline | -9.42% | -10.71% | +1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 2.03% | +2.31% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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