CMGIX vs. VTI

In the year-to-date period, CMGIX achieves a 15.58% return, which is significantly lower than VTI's 24.89% return. Over the past 10 years, CMGIX has underperformed VTI with an annualized return of 10.71%, while VTI has yielded a comparatively higher 12.52% annualized return.

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CMGIX has a 0.80% expense ratio, which is higher than VTI's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) and Vanguard Total Stock Market ETF (VTI). 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 VTI Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of CMGIX and VTI, 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 VTI's dividend yield for the trailing twelve months is around 0.93%.

The maximum CMGIX drawdown since its inception was -82.66%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for CMGIX and VTI. For additional features, visit the drawdowns tool.

BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) has a higher volatility of 7.43% compared to Vanguard Total Stock Market ETF (VTI) at 4.00%. This indicates that CMGIX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.