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BGSAX: BLACKROCK SCIENCE & TECHNOLOGY OPPORTUNITIES PORTFOLIO INVESTOR A (MUTUAL FUND)
Basic Info 58.64 0.1(0.17%) March 27
Asset Class: | Technology |
MyPlanIQ Rating: | (41%) |
Start Date: | 06/26/2000 |
Last Dividend Date: | 12/07/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.84% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/26/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 15.1 | 49.3 | 3.8 | 18.5 | 18.6 | 19.2 | 13.5 | 8.3 | 49.1 | -43.1 | 8.7 | 86.3 | 43.8 | 2.0 | 49.5 | 7.8 | 11.2 | 8.7 | 44.9 | 7.3 | -11.3 | 17.2 | 57.7 | -40.4 | 20.3 | 7.7 | 11.1 | 2.2 | 58.4 | -35.1 | -38.6 | -16.4 |
Sharpe Ratio | NA | 4.16 | 2.49 | 0.02 | 0.61 | 0.72 | NA | NA | 0.29 | 2.27 | -1.17 | 0.37 | 2.39 | 2.28 | 0.03 | 2.8 | 0.46 | 0.71 | 0.49 | 3.0 | 0.42 | -0.43 | 0.86 | 2.29 | -1.17 | 1.04 | 0.3 | 0.7 | 0.06 | 2.57 | -1.12 | -0.97 | -1.1 |
Draw Down(%) | NA | 4.3 | 14.1 | 49.1 | 49.1 | 49.1 | NA | NA | 73.8 | 14.1 | 45.4 | 19.9 | 30.1 | 10.4 | 25.2 | 9.7 | 16.4 | 13.5 | 16.5 | 6.1 | 16.0 | 25.0 | 14.5 | 16.1 | 48.7 | 9.5 | 17.7 | 13.8 | 28.5 | 16.5 | 46.0 | 55.0 | 28.5 |
Standard Deviation(%) | NA | 22.0 | 19.3 | 27.6 | 28.5 | 24.2 | NA | NA | 24.6 | 19.9 | 38.0 | 23.6 | 35.8 | 18.6 | 25.2 | 17.5 | 16.7 | 15.8 | 17.6 | 15.0 | 17.4 | 26.1 | 20.0 | 25.2 | 35.2 | 16.8 | 14.7 | 12.7 | 20.9 | 22.4 | 32.2 | 42.9 | 30.5 |
Treynor Ratio | NA | 0.86 | 0.46 | 0.0 | 0.18 | 0.18 | NA | NA | 0.08 | 0.44 | -0.41 | 0.08 | 1.02 | 0.44 | 0.01 | 0.58 | 0.08 | 0.14 | 0.08 | 0.42 | 0.07 | -0.11 | 0.18 | 0.66 | -0.48 | 0.19 | 0.05 | 0.1 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.1 | 0.01 | -0.05 | -0.01 | 0.0 | NA | NA | 0.0 | -0.01 | -0.07 | -0.08 | 0.12 | -0.01 | 0.0 | 0.06 | -0.02 | 0.03 | -0.04 | 0.03 | -0.02 | -0.05 | 0.02 | 0.01 | -0.02 | 0.02 | 0.0 | 0.03 | 0.02 | NA | NA | NA | NA |
Beta | NA | 1.06 | 1.03 | 1.07 | 0.97 | 0.97 | NA | NA | 0.95 | 1.03 | 1.09 | 1.07 | 0.84 | 0.96 | 1.03 | 0.84 | 0.97 | 0.82 | 1.12 | 1.07 | 1.02 | 1.02 | 0.98 | 0.87 | 0.86 | 0.91 | 0.87 | 0.88 | 0.97 | NA | NA | NA | NA |
RSquared | NA | 0.91 | 0.93 | 0.92 | 0.9 | 0.86 | NA | NA | 0.65 | 0.94 | 0.95 | 0.82 | 0.91 | 0.87 | 0.91 | 0.29 | 0.94 | 0.88 | 0.79 | 0.81 | 0.92 | 0.97 | 0.97 | 0.94 | 0.98 | 0.93 | 0.86 | 0.85 | 0.77 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2000
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