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BlackRock Mid-Cap Growth Equity Instl (CMGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.16+0.55 (+1.39%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.28%
5-year average return8.12%
Number of years up21
Number of years down6
Best 1-yr total return (5 May 2024)49.52%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return49.52%
Worst 3-yr total return-2.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCMGIXCategory
YTD0.31%10.80%
1-month-7.12%4.43%
3-month1.18%7.00%
1-year18.68%48.17%
3-year-5.07%21.26%
5-year7.47%20.18%
10-year12.07%14.07%
Last bull market31.99%27.14%
Last bear market-23.50%-21.26%

Annual total return (%) history

Year
CMGIXCategory
2024
N/AN/A
2023
28.24%N/A
2022
-37.36%N/A
2021
14.49%N/A
2020
46.13%39.26%
2019
36.19%32.52%
2018
2.86%-6.65%
2017
34.66%23.91%
2016
3.04%6.03%
2015
6.87%-0.95%
2014
6.37%7.00%
2013
47.17%34.93%
2012
10.96%14.07%
2011
-2.92%-3.96%
2010
15.47%24.61%
2009
49.52%39.11%
2008
-46.15%-43.77%
2007
19.84%15.09%
2006
6.55%9.00%
2005
10.65%9.84%
2004
15.60%13.23%
2003
34.07%35.96%
2002
-28.54%-27.24%
2001
-31.81%-19.98%
2000
-11.18%-4.78%
1999
121.04%60.49%
1998
22.33%18.76%
1997
14.75%17.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.00%N/AN/AN/A
202311.36%5.47%-4.93%14.85%
2022-16.67%-23.50%-5.63%4.13%
2021-0.61%9.76%2.33%2.57%
2020-14.70%29.69%9.69%20.43%
201920.76%10.66%-3.37%5.47%
20186.34%7.38%8.28%-16.81%
201712.77%7.38%5.49%5.41%
2016-4.88%4.26%7.15%-3.03%
201511.48%1.89%-10.27%4.86%
20141.76%2.08%0.00%2.40%
201310.97%4.81%14.65%10.36%
201215.10%-8.11%4.22%0.66%
20116.07%2.75%-19.74%10.99%
20106.64%-15.53%12.93%13.51%
2009-2.45%21.20%18.18%7.01%
2008-11.50%7.37%-20.35%-28.85%
20074.30%8.00%5.22%1.11%
20067.30%-4.97%-1.74%6.35%
2005-2.04%4.38%4.50%3.55%
20047.57%1.21%-4.89%11.64%
20030.48%16.72%2.30%11.76%
2002-1.02%-16.13%-17.33%4.13%
2001-26.41%2.41%-23.26%17.89%
200021.56%-9.36%7.70%-25.15%
199913.89%12.51%6.82%61.50%
199812.52%1.32%-14.59%25.63%
1997-11.06%18.37%15.42%-5.57%

Rank in category (by total return)

YTD73
1-month79
3-month78
1-year40
3-year74
5-year69

Load adjusted returns

1-year18.68%
3-year-5.07%
5-year7.47%
10-year12.07%