BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX)

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A started on 12/22/1993
BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A is classified as asset class Small Growth
BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A expense ratio is 1.00%
BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A rating is
(53%)

Dividends


BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX) Dividend Info

BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX) dividend growth in the last 12 months is 14.29%

The trailing 12-month yield of BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A is 0.20%. its dividend history:

Pay Date Cash Amount
Dec 13, 2024 $0.024
Dec 08, 2023 $0.021
Nov 30, 2022 $0.052
Nov 26, 2019 $1.002
Dec 06, 2018 $3.6484
Dec 04, 2017 $2.195
Dec 11, 2015 $0.977
Dec 12, 2014 $4.912
Dec 13, 2013 $10.033
Dec 06, 2012 $2.629
Dec 06, 2011 $0.602
Apr 22, 2010 $0.042
Nov 13, 2000 $8.691
Nov 10, 1999 $4.135
Nov 09, 1998 $0.614
Nov 06, 1997 $1.138
Nov 12, 1996 $1.493
Dec 23, 1993 $0.001

Dividend Growth History for BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2024
2024 $0.024 0.20% 14.29% -
2023 $0.021 0.21% -59.62% 14.29%
2022 $0.052 0.38% - -32.06%
2019 $1.002 9.11% -72.54% -52.59%
2018 $3.6484 23.88% 66.21% -56.71%
2017 $2.195 14.44% - -47.54%
2015 $0.977 6.57% -80.11% -33.76%
2014 $4.912 25.19% -51.04% -41.27%
2013 $10.033 46.54% 281.63% -42.23%
2012 $2.629 12.18% 336.71% -32.39%
2011 $0.602 2.70% 1,333.33% -21.95%
2010 $0.042 0.23% - -3.92%
2000 $8.691 27.31% 110.18% -21.77%
1999 $4.135 19.66% 573.45% -18.61%
1998 $0.614 3.10% -46.05% -11.72%
1997 $1.138 5.98% -23.78% -13.32%
1996 $1.493 10.14% - -13.72%
1993 $0.001 0.01% - 10.80%

Dividend Growth Chart for BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX)

BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX) Historical Returns And Risk Info

From 12/22/1993 to 04/25/2025, the compound annualized total return (dividend reinvested) of BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX) is 7.485%. Its cumulative total return (dividend reinvested) is 857.79%.

From 12/22/1993 to 04/25/2025, the Maximum Drawdown of BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX) is 77.8%.

From 12/22/1993 to 04/25/2025, the Sharpe Ratio of BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX) is 0.23.

From 12/22/1993 to 04/25/2025, the Annualized Standard Deviation of BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX) is 25.3%.

From 12/22/1993 to 04/25/2025, the Beta of BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX) is 1.0.

The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/16/1994.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CSGEX (BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A) -11.28% 0.84% 3.13% 0.98% 2.73% 5.92% 6.42% 7.65%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -5.72% 10.78% 10.28% 15.64% 11.99% 12.63% 10.12% 10.61%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 0.45% 9.37% 5.99% 7.75% 5.66% 6.51% 5.96% 7.44%

Return Calculator for BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX)

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BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX)

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Retirement Spending Calculator for BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX)

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Rolling Returns


BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 12/22/1993 to 04/25/2025, the worst annualized return of 3-year rolling returns for BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX) is -35.98%.
From 12/22/1993 to 04/25/2025, the worst annualized return of 5-year rolling returns for BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX) is -13.97%.
From 12/22/1993 to 04/25/2025, the worst annualized return of 10-year rolling returns for BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX) is -5.76%.
From 12/22/1993 to 04/25/2025, the worst annualized return of 20-year rolling returns for BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX) is 2.14%.

Drawdowns


BLACKROCK SMALL CAP GROWTH EQUITY PORTFOLIO INVESTOR A (CSGEX) Maximum Drawdown




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