Nasdaq - Delayed Quote USD
BlackRock Advantage Small Cap Core Fund (BDSAX)
16.94
-0.02
(-0.12%)
At close: 8:05:14 AM EDT
Fund Summary
Under normal circumstances, the fund seeks to invest at least 80% of its net assets plus any borrowings for investment purposes in equity securities or other financial instruments that are components of, or have market capitalizations similar to, the securities included in the Russell 2000® Index. It primarily seeks to buy common stock and may also invest in preferred stock and convertible securities. From time to time the fund may invest in shares of companies through "new issues" or initial public offerings ("IPOs").
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.79% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -7.17% |
| 5y Average Return | 10.04% |
| Rank in Category (ytd) | 45 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BDSAX | Category Average | BDSAX | Category Average | BDSAX | Category Average | |
| Alpha | -8.23 | -0.09 | -5.65 | -0.06 | -5.74 | -0.06 |
| BETA | 1.17 | 0.01 | 1.12 | 0.01 | 1.17 | 0.01 |
| Mean Annual Return | 0.5 | 0.01 | 0.98 | 0.01 | 0.75 | 0.01 |
| R-squared | 71.6 | 0.83 | 69.24 | 0.77 | 73.79 | 0.78 |
| Standard Deviation | 22.53 | 0.26 | 21.65 | 0.21 | 20.94 | 0.19 |
| Sharpe Ratio | 0.06 | 0 | 0.41 | 0.01 | 0.33 | 0.01 |
| Treynor Ratio | -0.93 | 0.08 | 6.32 | 0.1 | 4.24 | 0.09 |
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