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MRUSX: BlackRock Sm Cap Gr II R (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/05/2003 |
| Last Dividend Date: | 02/27/2018 |
| 12-Mo. Yield | 15.20% |
| Expenses | 1.89% |
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Performance Analytics (As of 03/09/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/05/2003 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 13.3 | 6.6 | 10.3 | 8.2 | 10.6 | 10.4 | 2.5 | 13.4 | 12.9 | -4.2 | 1.6 | 44.5 | 9.1 | -1.2 | 21.4 | 33.5 | -41.3 | 13.6 | 10.1 | 12.7 | 14.5 | 45.5 |
| Sharpe Ratio | NA | 0.75 | 0.36 | 0.58 | 0.33 | NA | 0.43 | 0.71 | 0.82 | 0.67 | -0.23 | 0.09 | 2.96 | 0.48 | -0.04 | 0.89 | 1.09 | -1.08 | 0.6 | 0.39 | 0.67 | 0.77 | 2.63 |
| Draw Down(%) | NA | 9.8 | 29.5 | 29.5 | 55.9 | NA | 57.8 | 9.8 | 7.7 | 18.1 | 15.4 | 15.5 | 6.4 | 20.1 | 31.4 | 22.2 | 27.8 | 52.8 | 10.5 | 18.5 | 11.8 | 18.2 | 7.6 |
| Standard Deviation(%) | NA | 16.6 | 17.6 | 17.3 | 24.4 | NA | 22.4 | 18.7 | 15.6 | 18.9 | 17.8 | 18.3 | 15.0 | 18.9 | 33.3 | 24.1 | 30.7 | 38.9 | 17.9 | 17.5 | 15.6 | 17.7 | 19.3 |
| Treynor Ratio | NA | 0.12 | 0.06 | 0.09 | 0.08 | NA | 0.1 | 0.14 | 0.11 | 0.12 | -0.04 | 0.01 | 0.45 | 0.09 | -0.01 | 0.22 | 0.36 | -0.48 | 0.11 | 0.07 | 0.1 | 0.15 | 0.54 |
| Alpha | NA | -0.04 | -0.01 | -0.01 | -0.01 | NA | -0.01 | -0.07 | -0.04 | 0.01 | 0.0 | -0.01 | 0.02 | -0.03 | 0.0 | -0.03 | -0.01 | -0.04 | 0.02 | -0.01 | 0.01 | 0.0 | 0.0 |
| Beta | NA | 1.07 | 1.07 | 1.07 | 0.97 | NA | 0.97 | 0.97 | 1.15 | 1.05 | 1.08 | 1.14 | 0.99 | 1.06 | 1.02 | 0.98 | 0.92 | 0.88 | 0.95 | 1.0 | 1.02 | 0.93 | 0.94 |
| RSquared | NA | 0.6 | 0.84 | 0.88 | 0.94 | NA | 0.94 | 0.87 | 0.58 | 0.95 | 0.94 | 0.94 | 0.91 | 0.93 | 0.98 | 0.95 | 0.97 | 0.97 | 0.94 | 0.93 | 0.95 | 0.94 | 0.91 |
| Yield(%) | N/A | 15.2 | 8.0 | 11.9 | 8.7 | 12.7 | N/A | 4.3 | 11.2 | 0.2 | 9.3 | 13.1 | 27.7 | 13.2 | 2.2 | 0.0 | 0.0 | 0.0 | 16.6 | 9.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 7148.0 | -57.2 | 308.2 | N/A | N/A | N/A | -60.6 | 5100.0 | -97.7 | -36.8 | -49.4 | 103.1 | 469.9 | N/A | N/A | N/A | -100.0 | 81.6 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/05/2003
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