CMGIX vs. VONG

In the year-to-date period, CMGIX achieves a 19.48% return, which is significantly lower than VONG's 30.63% return. Over the past 10 years, CMGIX has underperformed VONG with an annualized return of 9.71%, while VONG has yielded a comparatively higher 16.39% annualized return.

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CMGIX has a 0.80% expense ratio, which is higher than VONG's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) and Vanguard Russell 1000 Growth ETF (VONG). 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 1.71, which is comparable to the VONG Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of CMGIX and VONG, 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 VONG's dividend yield for the trailing twelve months is around 0.59%.

The maximum CMGIX drawdown since its inception was -82.66%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for CMGIX and VONG. For additional features, visit the drawdowns tool.

BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) has a higher volatility of 6.15% compared to Vanguard Russell 1000 Growth ETF (VONG) at 5.40%. This indicates that CMGIX's price experiences larger fluctuations and is considered to be riskier than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.