MAEGX vs. CMGIX

In the year-to-date period, MAEGX achieves a 7.93% return, which is significantly lower than CMGIX's 15.68% return. Over the past 10 years, MAEGX has underperformed CMGIX with an annualized return of -0.32%, while CMGIX has yielded a comparatively higher 9.46% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for BlackRock Unconstrained Equity Fund (MAEGX) and BlackRock Mid-Cap Growth Equity Portfolio (CMGIX). 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 MAEGX Sharpe Ratio is 0.90, which is lower than the CMGIX Sharpe Ratio of 1.52. The chart below compares the historical Sharpe Ratios of MAEGX and CMGIX, 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 MAEGX nor CMGIX has paid dividends to shareholders.

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

The current volatility for BlackRock Unconstrained Equity Fund (MAEGX) is 3.91%, while BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) has a volatility of 6.10%. This indicates that MAEGX experiences smaller price fluctuations and is considered to be less risky than CMGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.