BSPSX: BlackRock S&P 500 Stock Fund Service (MUTUAL FUND)
Basic Info 728.08 0.52(0.07%) July 08
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 04/23/2013 |
| Last Dividend Date: | 03/31/2025 |
| 12-Mo. Yield | 0.85% |
| Expenses | 0.03% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/23/2013 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 6.1 | 12.6 | 18.8 | 16.0 | 13.2 | 13.5 | 24.5 | 25.9 | -18.6 | 27.7 | 18.1 | 31.2 | -4.6 | 21.4 | 11.2 | 1.2 | 13.4 | 18.6 |
| Sharpe Ratio | NA | 0.48 | 0.56 | 0.92 | 0.81 | 0.64 | 0.72 | 1.42 | 1.67 | -0.83 | 2.1 | 0.51 | 2.44 | -0.35 | 3.12 | 0.84 | 0.07 | 1.17 | 2.61 |
| Draw Down(%) | NA | 18.8 | 18.8 | 18.8 | 24.8 | 33.8 | 33.8 | 8.5 | 10.0 | 24.8 | 5.1 | 33.8 | 6.6 | 19.4 | 2.6 | 10.3 | 12.0 | 7.3 | 4.7 |
| Standard Deviation(%) | NA | 24.0 | 19.7 | 17.2 | 17.4 | 18.4 | 17.4 | 12.6 | 13.1 | 24.2 | 13.1 | 34.6 | 12.2 | 17.0 | 6.7 | 13.1 | 15.5 | 11.4 | 10.7 |
| Treynor Ratio | NA | 0.12 | 0.11 | 0.16 | 0.14 | 0.12 | 0.13 | 0.18 | 0.22 | -0.21 | 0.28 | 0.18 | 0.32 | -0.06 | 0.21 | 0.11 | 0.01 | 0.13 | 0.29 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.99 | 0.99 | 0.98 | 0.98 | 0.98 | 0.99 | 0.98 | 0.97 | 0.98 | 0.98 | 1.0 | 0.92 | 0.98 | 0.99 | 0.99 | 1.0 | 0.99 | 0.96 |
| RSquared | NA | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.97 | 1.0 | 0.99 | 1.0 | 0.9 | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 0.96 |
| Yield(%) | N/A | 0.2 | 0.8 | 1.4 | 1.7 | 2.5 | N/A | 1.3 | 1.6 | 1.2 | 1.4 | 1.6 | 2.3 | 2.1 | 2.0 | 2.0 | 2.3 | 1.9 | 1.3 |
| Dividend Growth(%) | N/A | -77.4 | -21.9 | 1.1 | 3.7 | N/A | N/A | 3.9 | 6.4 | 11.0 | -2.8 | -10.7 | 1.8 | 26.3 | 13.3 | -15.2 | 37.1 | 60.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/23/2013
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