CMGIX vs. QQQ

In the year-to-date period, CMGIX achieves a 15.58% return, which is significantly lower than QQQ's 27.20% return. Over the past 10 years, CMGIX has underperformed QQQ with an annualized return of 10.71%, while QQQ has yielded a comparatively higher 18.36% annualized return.

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CMGIX has a 0.80% expense ratio, which is higher than QQQ's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) and Invesco QQQ (QQQ). 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 0.99, which is lower than the QQQ Sharpe Ratio of 1.64. The chart below compares the historical Sharpe Ratios of CMGIX and QQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CMGIX has not paid dividends to shareholders, while QQQ's dividend yield for the trailing twelve months is around 0.43%.

The maximum CMGIX drawdown since its inception was -82.66%, roughly equal to the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for CMGIX and QQQ. For additional features, visit the drawdowns tool.

BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) has a higher volatility of 7.43% compared to Invesco QQQ (QQQ) at 5.29%. This indicates that CMGIX's price experiences larger fluctuations and is considered to be riskier than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.