CMGIX vs. MAEGX

In the year-to-date period, CMGIX achieves a 18.13% return, which is significantly higher than MAEGX's 8.47% return. Over the past 10 years, CMGIX has outperformed MAEGX with an annualized return of 9.59%, while MAEGX has yielded a comparatively lower -0.35% annualized return.

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CMGIX has a 0.80% expense ratio, which is lower than MAEGX's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) and BlackRock Unconstrained Equity Fund (MAEGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current CMGIX Sharpe Ratio is 1.67, which is higher than the MAEGX Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of CMGIX and MAEGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither CMGIX nor MAEGX has paid dividends to shareholders.

The maximum CMGIX drawdown since its inception was -82.66%, which is greater than MAEGX's maximum drawdown of -51.97%. Use the drawdown chart below to compare losses from any high point for CMGIX and MAEGX. For additional features, visit the drawdowns tool.

BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) has a higher volatility of 6.12% compared to BlackRock Unconstrained Equity Fund (MAEGX) at 3.82%. This indicates that CMGIX's price experiences larger fluctuations and is considered to be riskier than MAEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.