BlackRock Advantage SMID Cap Fund, Inc. (MASPX)

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

BlackRock Advantage SMID Cap Fund, Inc. (MASPX) has returned -0.54% so far this year and 19.50% over the past 12 months. Over the last ten years, MASPX has returned 10.51% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since May 31, 1978, MASPX's average daily return is +0.06%, while the average monthly return is +1.13%. At this rate, your investment would double in approximately 5.1 years.

Historically, 61% of months were positive and 39% were negative. The best month was Jul 2000 with a return of +17.7%, while the worst month was Oct 1987 at -29.5%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 8 months.

On a daily basis, MASPX closed higher 48% of trading days. The best single day was Jul 6, 2000 with a return of +16.8%, while the worst single day was Oct 19, 1987 at -21.3%.

BlackRock Advantage SMID Cap Fund, Inc. has an annualized alpha of 5.27%, beta of 0.85, and R² of 0.52 versus S&P 500 Index. Calculated based on daily prices since June 30, 1978.

• This fund captured 117.59% of S&P 500 Index gains and 102.84% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 5.27% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 0.85 and R² of 0.52, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

MASPX has an expense ratio of 0.48%, placing it in the medium range.

MASPX ranks 45 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.

The table below present risk-adjusted performance metrics for BlackRock Advantage SMID Cap Fund, Inc. (MASPX) and compare them to a chosen benchmark (S&P 500 Index).

BlackRock Advantage SMID Cap Fund, Inc. provided a 5.12% dividend yield over the last twelve months, with an annual payout of $1.59 per share. The fund has been increasing its distributions for 2 consecutive years.

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

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.

The table below displays the maximum drawdowns of the BlackRock Advantage SMID Cap Fund, Inc.. 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 SMID Cap Fund, Inc. was 63.74%, occurring on Mar 9, 2009. Recovery took 973 trading sessions.

The current BlackRock Advantage SMID Cap Fund, Inc. drawdown is 8.38%.

The chart below shows the rolling one-month volatility.