Nasdaq - Delayed Quote USD

BlackRock Advantage Large Cap Gr Instl (CMVIX)

26.08 -0.01 (-0.04%)
At close: 6:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 22.02%
5y Average Return 17.22%
Number of Years Up 23
Number of Years Down 7
Best 1Y Total Return (Sep 13, 2024) 39.75%
Worst 1Y Total Return (Sep 13, 2024) --
Best 3Y Total Return 39.75%
Worst 3Y Total Return 4.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CMVIX
Category
YTD
21.74%
12.38%
1-Month
2.68%
5.09%
3-Month
7.83%
10.28%
1-Year
32.01%
41.70%
3-Year
7.68%
22.56%
5-Year
17.35%
21.98%
10-Year
13.54%
15.99%
Last Bull Market
29.13%
25.99%
Last Bear Market
-20.28%
-17.29%

Annual Total Return (%) History

Year
CMVIX
Category
2024
--
--
2023
39.75%
--
2022
-30.19%
--
2021
26.65%
--
2020
34.45%
35.86%
2019
33.66%
31.90%
2018
-2.60%
-2.09%
2017
23.54%
27.67%

2016
10.28%
3.23%
2015
1.51%
3.60%
2014
1.15%
10.00%
2013
24.07%
33.92%
2012
11.35%
15.34%
2011
-5.33%
-2.46%
2010
21.11%
15.53%
2009
34.03%
35.68%
2008
-38.50%
-40.67%
2007
4.74%
13.35%
2006
19.85%
7.05%
2005
10.32%
6.71%
2004
23.59%
7.81%
2003
35.19%
28.66%
2002
-19.77%
-27.64%
2001
18.42%
-22.30%
2000
26.29%
-13.05%
1999
-2.77%
38.87%
1998
5.60%
34.55%
1997
27.83%
26.36%
1996
25.57%
19.76%
1995
29.13%
32.65%
1994
-4.27%
-2.45%
1993
--
8.69%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.35% 8.33% -- --
2023 13.49% 11.89% -3.88% 14.49%
2022 -10.26% -20.28% -4.70% 2.40%
2021 1.24% 12.02% 0.44% 11.19%
2020 -14.19% 27.24% 11.55% 10.38%
2019 15.75% 4.70% 0.12% 10.15%
2018 3.22% 4.33% 9.29% -17.25%
2017 6.56% 2.87% 5.85% 6.47%
2016 -1.75% -0.42% 5.12% 7.24%
2015 1.50% 0.39% -6.65% 6.72%

2014 -1.34% 6.74% -6.64% 2.88%
2013 8.11% 0.84% 5.73% 7.64%
2012 11.93% -4.52% 6.01% -1.72%
2011 7.04% -0.32% -22.02% 13.78%
2010 8.45% -9.95% 9.80% 12.94%
2009 -11.38% 20.03% 18.98% 5.90%
2008 -9.16% 0.27% -9.96% -25.01%
2007 4.83% 7.49% -3.82% -3.36%
2006 6.29% -1.20% 3.64% 10.12%
2005 -0.44% 3.33% 5.37% 1.77%
2004 6.47% 3.04% 0.42% 12.17%
2003 -9.22% 21.18% 5.71% 16.26%
2002 8.90% -9.74% -23.80% 7.12%
2001 0.98% 11.69% -16.21% 25.30%
2000 0.58% -1.58% 11.66% 14.26%
1999 -3.28% 10.06% -10.45% 2.00%
1998 12.57% -0.29% -15.29% 11.07%
1997 1.32% 10.24% 12.59% 1.64%
1996 5.16% 4.41% 4.79% 9.14%
1995 7.42% 7.45% 7.16% 4.39%
1994 -1.76% -3.58% 6.39% -5.01%
1993 6.62% 3.82% -- --

Rank in Category (By Total Return)

YTD 31
1-Month 32
3-Month 17
1-Year 26
3-Year 26
5-Year 25

Load Adjusted Returns

1-Year 32.01%
3-Year 7.68%
5-Year 17.35%
10-Year 13.54%

Performance & Risk

YTD Return 22.02%
5y Average Return 17.22%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family BlackRock
Net Assets 1.3B
YTD Return 21.74%
Yield 0.15%
Morningstar Rating
Inception Date Jun 01, 1993

Fund Summary

The fund invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in large cap equity securities of U.S. issuers and derivatives that have similar economic characteristics to such securities. Large cap equity securities are equity securities that at the time of purchase have a market capitalization within the range of companies included in the Russell 1000® Growth Index. In order to manage cash flows into or out of the fund effectively, it may buy and sell financial futures contracts or options on such contracts.

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