SHSAX vs. MXMGX
Compare and contrast key facts about BlackRock Health Sciences Opportunities Portfolio (SHSAX) and Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX).
SHSAX is managed by BlackRock. It was launched on Dec 20, 1999. MXMGX is managed by T. Rowe Price. It was launched on Jul 1, 1997.
Performance
SHSAX vs. MXMGX - Performance Comparison
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SHSAX vs. MXMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHSAX BlackRock Health Sciences Opportunities Portfolio | -4.62% | 15.85% | 3.73% | 3.59% | -5.94% | 11.88% | 19.44% | 25.27% | 7.93% | 24.74% |
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | -4.17% | 2.99% | 9.02% | 19.61% | -22.82% | 15.25% | 23.65% | 31.28% | -2.80% | 23.89% |
Returns By Period
In the year-to-date period, SHSAX achieves a -4.62% return, which is significantly lower than MXMGX's -4.17% return. Over the past 10 years, SHSAX has outperformed MXMGX with an annualized return of 9.98%, while MXMGX has yielded a comparatively lower 8.61% annualized return.
SHSAX
- 1D
- 2.49%
- 1M
- -6.01%
- YTD
- -4.62%
- 6M
- 4.34%
- 1Y
- 8.48%
- 3Y*
- 6.77%
- 5Y*
- 4.48%
- 10Y*
- 9.98%
MXMGX
- 1D
- 2.78%
- 1M
- -6.55%
- YTD
- -4.17%
- 6M
- -3.36%
- 1Y
- 6.23%
- 3Y*
- 6.27%
- 5Y*
- 2.05%
- 10Y*
- 8.61%
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SHSAX vs. MXMGX - Expense Ratio Comparison
SHSAX has a 1.09% expense ratio, which is higher than MXMGX's 1.02% expense ratio.
Return for Risk
SHSAX vs. MXMGX — Risk / Return Rank
SHSAX
MXMGX
SHSAX vs. MXMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Health Sciences Opportunities Portfolio (SHSAX) and Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX). 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.
| SHSAX | MXMGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 0.33 | +0.07 |
Sortino ratioReturn per unit of downside risk | 0.68 | 0.64 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.09 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 0.38 | +0.34 |
Martin ratioReturn relative to average drawdown | 1.68 | 1.54 | +0.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SHSAX | MXMGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 0.33 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.11 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.46 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.28 | +0.45 |
Correlation
The correlation between SHSAX and MXMGX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SHSAX vs. MXMGX - Dividend Comparison
SHSAX's dividend yield for the trailing twelve months is around 11.15%, more than MXMGX's 1.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHSAX BlackRock Health Sciences Opportunities Portfolio | 11.15% | 10.63% | 9.18% | 3.84% | 7.44% | 9.20% | 4.34% | 3.89% | 8.56% | 3.53% | 2.43% | 12.58% |
MXMGX Great-West T. Rowe Price Mid Cap Growth Fund | 1.75% | 1.68% | 3.66% | 2.39% | 2.66% | 4.92% | 2.74% | 2.19% | 6.13% | 4.53% | 0.00% | 0.00% |
Drawdowns
SHSAX vs. MXMGX - Drawdown Comparison
The maximum SHSAX drawdown since its inception was -35.49%, smaller than the maximum MXMGX drawdown of -60.97%. Use the drawdown chart below to compare losses from any high point for SHSAX and MXMGX.
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Drawdown Indicators
| SHSAX | MXMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.49% | -60.97% | +25.48% |
Max Drawdown (1Y)Largest decline over 1 year | -9.87% | -12.47% | +2.60% |
Max Drawdown (5Y)Largest decline over 5 years | -17.99% | -32.33% | +14.34% |
Max Drawdown (10Y)Largest decline over 10 years | -28.36% | -35.88% | +7.52% |
Current DrawdownCurrent decline from peak | -7.37% | -7.80% | +0.43% |
Average DrawdownAverage peak-to-trough decline | -6.17% | -11.85% | +5.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.23% | 3.49% | +0.74% |
Volatility
SHSAX vs. MXMGX - Volatility Comparison
The current volatility for BlackRock Health Sciences Opportunities Portfolio (SHSAX) is 5.41%, while Great-West T. Rowe Price Mid Cap Growth Fund (MXMGX) has a volatility of 5.74%. This indicates that SHSAX experiences smaller price fluctuations and is considered to be less risky than MXMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHSAX | MXMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 5.74% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 10.01% | 10.33% | -0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.45% | 20.66% | -4.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.22% | 19.00% | -4.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.54% | 18.93% | -2.39% |