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BMCIX: BLACKROCK HIGH EQUITY INCOME FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 31.02 0.53(1.68%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 10/19/1999 |
| Last Dividend Date: | 05/29/2026 |
| 12-Mo. Yield | 8.64% |
| Expenses | 1.10% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 6.6 | 20.3 | 13.5 | 8.2 | 9.6 | 9.3 | 9.1 | 9.0 | 17.1 | 7.8 | 10.0 | -2.2 | 22.3 | -1.5 | 22.0 | -6.2 | 17.6 | 7.2 | -1.7 | 12.7 | 40.2 | 10.9 | -9.3 | 24.9 | 36.3 | -34.9 | 21.3 | 18.8 | 14.6 | 18.3 | 47.8 | -38.7 | -13.9 | -8.7 | 63.0 |
| Sharpe Ratio | NA | 1.06 | 1.62 | 0.86 | 0.42 | 0.5 | NA | NA | 0.37 | 0.99 | 0.44 | 0.54 | -0.2 | 2.0 | -0.05 | 2.03 | -0.6 | 2.01 | 0.46 | -0.12 | 0.89 | 2.88 | 0.73 | -0.34 | 1.14 | 1.15 | -0.88 | 1.09 | 1.09 | 0.91 | 1.18 | 2.69 | -1.75 | -0.62 | -0.33 | 51.72 |
| Draw Down(%) | NA | 9.5 | 9.5 | 13.7 | 17.8 | 38.2 | NA | NA | 72.6 | 13.2 | 6.9 | 10.5 | 17.8 | 5.8 | 38.2 | 6.6 | 15.5 | 2.7 | 16.3 | 14.4 | 10.6 | 6.5 | 12.2 | 27.7 | 16.5 | 23.5 | 49.7 | 11.4 | 14.8 | 8.3 | 12.1 | 11.8 | 43.2 | 35.8 | 48.6 | 3.9 |
| Standard Deviation(%) | NA | 12.8 | 10.9 | 11.9 | 13.5 | 15.9 | NA | NA | 20.8 | 14.4 | 9.4 | 11.9 | 18.2 | 11.1 | 33.5 | 10.1 | 12.7 | 8.4 | 15.1 | 15.0 | 14.3 | 13.9 | 14.8 | 27.9 | 21.7 | 31.5 | 40.7 | 16.8 | 14.2 | 13.5 | 14.7 | 17.5 | 22.8 | 26.6 | 39.3 | 19.6 |
| Treynor Ratio | NA | 0.25 | 0.33 | 0.19 | 0.12 | 0.13 | NA | NA | 0.1 | 0.25 | 0.1 | 0.11 | -0.08 | 0.76 | -0.02 | 0.34 | -0.13 | 0.23 | 0.08 | -0.02 | 0.13 | 0.39 | 0.12 | -0.1 | 0.25 | 0.35 | -0.42 | 0.19 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.03 | 0.05 | 0.01 | 0.01 | 0.01 | NA | NA | 0.01 | 0.03 | 0.0 | -0.01 | 0.05 | 0.06 | -0.1 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | -0.02 | -0.01 | -0.02 | 0.04 | 0.02 | 0.04 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.55 | 0.53 | 0.53 | 0.49 | 0.6 | NA | NA | 0.79 | 0.57 | 0.42 | 0.56 | 0.45 | 0.29 | 0.84 | 0.6 | 0.58 | 0.75 | 0.92 | 0.93 | 1.01 | 1.02 | 0.9 | 0.97 | 0.97 | 1.04 | 0.84 | 0.96 | 0.88 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.69 | 0.62 | 0.64 | 0.6 | 0.64 | NA | NA | 0.55 | 0.72 | 0.46 | 0.64 | 0.65 | 0.23 | 0.79 | 0.68 | 0.7 | 0.54 | 0.94 | 0.95 | 0.94 | 0.95 | 0.96 | 0.98 | 0.98 | 0.96 | 0.94 | 0.96 | 0.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 3.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.5 | 7.6 | 6.9 | 6.3 | 7.5 | 4.4 | 4.6 | 8.1 | 38.9 | 6.3 | 7.4 | 15.4 | 25.3 | 3.3 | 9.4 | 2.0 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.7 | 26.5 | 12.8 |
| Dividend Growth(%) | N/A | -56.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.6 | 13.5 | -0.5 | -2.6 | 58.9 | 11.3 | -50.9 | -84.2 | 537.1 | -23.9 | -52.8 | -33.8 | 730.2 | -71.4 | 469.5 | 916.2 | 1260.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -96.0 | 205.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/23/1999
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