Nasdaq - Delayed Quote USD

BlackRock Advantage Small Cap Growth Fund Investor C Shares (CGICX)

6.21
+0.14
+(2.31%)
As of December 31 at 8:01:09 PM EST. Market Open.

Performance Overview

Morningstar Return Rating 2
YTD Return 13.72%
5y Average Return 6.71%
Number of Years Up 17
Number of Years Down 7
Best 1Y Total Return (Feb 4, 2019) 43.75%
Worst 1Y Total Return (Feb 4, 2019) -40.66%
Best 3Y Total Return 43.75%
Worst 3Y Total Return -7.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CGICX
Category
YTD
8.00%
12.40%
1-Month
3.85%
3.37%
3-Month
3.16%
4.88%
1-Year
37.73%
55.69%
3-Year
19.80%
19.34%
5-Year
13.60%
20.72%
10-Year
13.25%
13.98%
Last Bull Market
30.76%
27.85%
Last Bear Market
-27.24%
-24.06%

Annual Total Return (%) History

Year
CGICX
Category
2021
--
--
2020
32.03%
38.62%
2019
32.57%
27.68%
2018
-6.10%
-5.76%
2017
13.73%
21.50%
2016
12.16%
11.20%
2015
-4.60%
-2.41%
2014
1.03%
2.44%

2013
43.75%
40.91%
2012
9.75%
13.15%
2011
-1.00%
-3.55%
2010
21.43%
26.98%
2009
33.02%
35.46%
2008
-40.66%
-41.55%
2007
13.86%
7.59%
2006
17.66%
10.81%
2005
5.35%
6.02%
2004
9.18%
12.41%
2003
53.52%
45.54%
2002
-28.28%
-27.88%
2001
-35.09%
-8.91%
2000
-14.28%
-3.85%
1999
70.43%
64.77%
1998
5.97%
5.23%
1997
8.01%
17.41%
1996
--
18.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 4.52% -- -- --
2020 -26.39% 30.56% 6.38% 29.15%
2019 18.09% 2.82% -3.08% 12.66%
2018 2.78% 8.79% 7.15% -21.62%
2017 4.14% 1.33% 5.54% 2.12%
2016 -4.77% 2.25% 8.69% 5.97%
2015 4.99% 2.43% -11.09% -0.23%
2014 -0.68% 2.54% -6.36% 5.94%
2013 13.80% -0.40% 12.27% 12.97%
2012 15.28% -11.35% 10.27% -2.62%

2011 8.11% 1.27% -24.30% 19.46%
2010 10.36% -13.45% 8.44% 17.23%
2009 -10.55% 25.78% 13.46% 4.20%
2008 -9.95% 3.48% -10.24% -29.05%
2007 3.74% 8.65% -0.15% 1.18%
2006 12.04% -4.83% 2.09% 8.08%
2005 -3.64% 1.26% 6.79% 1.09%
2004 7.00% -2.40% -7.60% 13.15%
2003 -4.54% 23.53% 7.29% 21.34%
2002 -6.17% -14.16% -16.38% 6.49%
2001 -24.81% 7.32% -28.39% 12.32%
2000 20.00% -9.71% -0.15% -20.77%
1999 2.44% 4.15% 7.30% 48.88%
1998 9.26% -4.12% -19.18% 25.16%
1997 -19.69% 21.42% 21.63% -8.93%
1996 -3.49% -- -- --

Rank in Category (By Total Return)

YTD 86
1-Month 65
3-Month 76
1-Year 78
3-Year 72
5-Year 71

Load Adjusted Returns

1-Year 33.25%
3-Year 12.89%
5-Year 16.54%
10-Year 13.82%

Performance & Risk

YTD Return 13.72%
5y Average Return 6.71%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family BlackRock
Net Assets 1.06B
YTD Return 8.00%
Yield 0.00%
Morningstar Rating
Inception Date Sep 06, 1996

Fund Summary

The investment seeks long-term capital growth. The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small cap companies and at least 80% of its net assets (plus any borrowings for investment purposes) in securities or instruments of issuers located in the United States. The advisor defines these companies as those with market capitalizations, at the time of the fund's investment, comparable in size to the companies in the Russell 2000® Index. From time to time it may invest in shares of companies through "new issues" or initial public offerings ("IPOs").

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