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SHSSX: BLACKROCK HEALTH SCIENCES OPPORTUNITIES PORTFOLIO INSTITUTIONAL (MUTUAL FUND)
Basic Info 73.08 0.28(0.38%) May 01
Asset Class: | Health |
MyPlanIQ Rating: | (66%) |
Start Date: | 10/28/2002 |
Last Dividend Date: | 12/07/2023 |
12-Mo. Yield | 3.89% |
Expenses | 1.45% |
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Performance Analytics (As of 04/30/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/29/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 4.5 | 6.9 | 0.7 | 9.0 | 11.1 | 14.5 | 12.1 | 14.2 | 3.9 | -11.9 | 12.3 | 19.7 | 25.6 | 8.2 | 25.1 | -5.8 | 11.1 | 29.1 | 44.6 | 18.7 | 6.1 | 6.6 | 28.8 | -19.1 | 20.7 | 8.6 | 17.2 | 12.3 | 61.7 | 3.0 |
Sharpe Ratio | NA | 0.87 | 0.44 | -0.14 | 0.4 | 0.59 | NA | NA | 0.79 | -0.03 | -0.65 | 1.02 | 0.68 | 1.71 | 0.4 | 2.18 | -0.36 | 0.59 | 1.81 | 3.41 | 1.53 | 0.3 | 0.44 | 1.65 | -0.75 | 1.53 | 0.52 | 1.37 | 0.74 | 3.47 | 0.96 |
Draw Down(%) | NA | 6.0 | 9.0 | 22.3 | 28.3 | 28.3 | NA | NA | 31.4 | 9.0 | 21.9 | 8.1 | 28.3 | 8.5 | 16.2 | 5.6 | 16.0 | 17.7 | 10.8 | 6.1 | 7.5 | 17.6 | 13.0 | 14.9 | 31.3 | 5.8 | 10.6 | 6.6 | 18.1 | 11.8 | 5.6 |
Standard Deviation(%) | NA | 10.5 | 10.5 | 14.8 | 18.1 | 17.1 | NA | NA | 16.7 | 11.3 | 20.4 | 12.0 | 28.4 | 14.1 | 17.2 | 11.3 | 16.6 | 18.9 | 16.1 | 13.1 | 12.4 | 20.1 | 14.8 | 17.4 | 26.6 | 11.7 | 10.4 | 11.0 | 15.3 | 17.6 | 18.7 |
Treynor Ratio | NA | 0.11 | 0.05 | -0.02 | 0.08 | 0.1 | NA | NA | 0.13 | 0.0 | -0.14 | 0.12 | 0.2 | 0.25 | 0.07 | 0.33 | -0.06 | 0.1 | 0.24 | 0.38 | 0.16 | 0.06 | 0.06 | 0.32 | -0.22 | 0.18 | 0.05 | 0.14 | 0.09 | 0.57 | 0.15 |
Alpha | NA | 0.03 | 0.01 | -0.02 | 0.0 | 0.01 | NA | NA | 0.01 | -0.01 | -0.05 | -0.01 | 0.03 | 0.01 | 0.03 | 0.05 | 0.01 | -0.01 | -0.02 | -0.02 | 0.0 | -0.02 | 0.0 | 0.03 | -0.01 | 0.06 | -0.01 | 0.0 | 0.0 | 0.09 | 0.07 |
Beta | NA | 0.83 | 0.85 | 0.93 | 0.95 | 0.99 | NA | NA | 1.0 | 0.9 | 0.94 | 0.99 | 0.97 | 0.97 | 1.04 | 0.75 | 1.0 | 1.09 | 1.19 | 1.18 | 1.17 | 1.1 | 1.1 | 0.89 | 0.89 | 0.97 | 1.01 | 1.08 | 1.3 | 1.06 | 1.22 |
RSquared | NA | 0.77 | 0.84 | 0.85 | 0.87 | 0.87 | NA | NA | 0.86 | 0.88 | 0.86 | 0.85 | 0.9 | 0.86 | 0.91 | 0.44 | 0.95 | 0.95 | 0.91 | 0.89 | 0.88 | 0.97 | 0.91 | 0.89 | 0.91 | 0.81 | 0.8 | 0.71 | 0.73 | 0.71 | 0.79 |
Yield(%) | N/A | 0.0 | 3.8 | 4.2 | 5.6 | 7.7 | 13.5 | 11.6 | N/A | 3.8 | 0.5 | 9.4 | 5.0 | 4.7 | 8.4 | 4.3 | 2.2 | 12.1 | 8.5 | 12.7 | 8.1 | 5.3 | 4.9 | 0.0 | 7.9 | 4.7 | 1.4 | 3.0 | 2.9 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 602.6 | -4.5 | -7.5 | 130.1 | N/A | N/A | N/A | 602.6 | -94.8 | 113.9 | 28.4 | -44.5 | 133.3 | 88.9 | -82.6 | 73.9 | -15.0 | 75.0 | 53.8 | 11.4 | N/A | -100.0 | 96.7 | 251.4 | -45.3 | 12.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/29/2002
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