BlackRock Advantage Small Cap Growth Fund (PSGIX)
The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small cap companies and at least 80% of its net assets (plus any borrowings for investment purposes) in securities or instruments of issuers located in the United States. The advisor defines these companies as those with market capitalizations, at the time of the fund's investment, comparable in size to the companies in the Russell 2000 Index. From time to time it may invest in shares of companies through "new issues" or initial public offerings ("IPOs").
Fund Info
US0919281016
091928101
Sep 14, 1993
$2,000,000
Small-Cap
Growth
Expense Ratio
PSGIX has an expense ratio of 0.50%, placing it in the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
BlackRock Advantage Small Cap Growth Fund (PSGIX) returned -4.85% year-to-date (YTD) and 3.80% over the past 12 months. Over the past 10 years, PSGIX returned 7.52% annually, underperforming the S&P 500 benchmark at 10.85%.
PSGIX
-4.85%
6.03%
-11.71%
3.80%
8.09%
7.40%
7.52%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of PSGIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.24% | -7.02% | -7.46% | -0.36% | 6.47% | -4.85% | |||||||
| 2024 | -2.12% | 6.78% | 3.50% | -7.26% | 4.92% | -0.96% | 8.66% | -0.84% | 1.13% | -2.90% | 12.08% | -7.72% | 14.07% |
| 2023 | 9.68% | -0.92% | -2.95% | -2.20% | -0.79% | 8.78% | 4.18% | -4.50% | -5.90% | -7.30% | 9.63% | 12.11% | 18.73% |
| 2022 | -13.06% | 0.70% | 0.11% | -11.90% | -2.37% | -6.60% | 11.07% | -1.80% | -8.01% | 9.84% | 3.12% | -6.19% | -24.93% |
| 2021 | 4.73% | 3.22% | -3.12% | 3.10% | -2.86% | 4.08% | -3.32% | 1.87% | -3.94% | 5.38% | -6.22% | 0.85% | 2.95% |
| 2020 | -1.14% | -6.92% | -19.83% | 15.25% | 9.39% | 3.90% | 3.38% | 5.81% | -2.60% | 0.20% | 18.09% | 9.56% | 33.47% |
| 2019 | 12.30% | 6.44% | -1.05% | 2.84% | -7.03% | 7.74% | 1.62% | -3.77% | -0.55% | 4.16% | 6.26% | 2.12% | 33.92% |
| 2018 | 4.64% | -2.88% | 1.36% | 0.45% | 7.40% | 1.19% | 2.00% | 7.16% | -1.79% | -12.18% | 0.00% | -5.70% | -0.02% |
| 2017 | 1.16% | 2.44% | 0.76% | 1.56% | -2.13% | 2.23% | 0.10% | 0.30% | 5.32% | 1.97% | 1.29% | -0.97% | 14.73% |
| 2016 | -10.60% | -0.40% | 7.35% | 0.37% | 2.67% | -0.48% | 6.74% | 0.40% | 1.64% | -5.96% | 10.73% | 2.03% | 13.45% |
| 2015 | -2.11% | 6.63% | 0.88% | -1.85% | 4.03% | 0.60% | 1.00% | -7.13% | -5.01% | 3.31% | 2.12% | -5.33% | -3.74% |
| 2014 | -2.07% | 3.48% | -1.75% | -4.46% | 1.50% | 5.99% | -5.95% | 4.66% | -4.54% | 2.92% | 0.22% | 2.57% | 1.73% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of PSGIX is 16, meaning it’s performing worse than 84% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for BlackRock Advantage Small Cap Growth Fund (PSGIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
BlackRock Advantage Small Cap Growth Fund provided a 0.26% dividend yield over the last twelve months, with an annual payout of $0.05 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.05 | $0.05 | $0.05 | $0.07 | $3.91 | $1.30 | $1.04 | $3.69 | $2.27 | $0.01 | $1.02 | $4.97 |
Dividend yield | 0.26% | 0.25% | 0.24% | 0.47% | 18.37% | 5.36% | 5.37% | 24.25% | 11.59% | 0.05% | 6.08% | 26.89% |
Monthly Dividends
The table displays the monthly dividend distributions for BlackRock Advantage Small 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.07 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.91 | $0.00 | $3.91 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.30 | $0.00 | $1.30 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.04 | $0.00 | $1.04 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.69 | $3.69 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.27 | $2.27 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.02 | $1.02 |
| 2014 | $4.97 | $4.97 |
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.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the BlackRock Advantage Small 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 Small Cap Growth Fund was 77.77%, occurring on Oct 9, 2002. Recovery took 2789 trading sessions.
The current BlackRock Advantage Small Cap Growth Fund drawdown is 14.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.77% | Mar 7, 2000 | 648 | Oct 9, 2002 | 2789 | Nov 13, 2013 | 3437 |
| -41.59% | Feb 20, 2020 | 20 | Mar 18, 2020 | 100 | Aug 10, 2020 | 120 |
| -41.45% | Feb 10, 2021 | 341 | Jun 16, 2022 | — | — | — |
| -39.57% | Apr 22, 1998 | 122 | Oct 8, 1998 | 133 | Apr 13, 1999 | 255 |
| -29.4% | Jun 24, 2015 | 161 | Feb 11, 2016 | 240 | Jan 25, 2017 | 401 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...