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BSPGX: iShares S&P 500 Index Fund (MUTUAL FUND)
Basic Info 734.72 6.19(0.85%) July 03
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (21%) |
| Start Date: | 07/03/2019 |
| Last Dividend Date: | 06/30/2025 |
| 12-Mo. Yield | 1.50% |
| Expenses | 0.03% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 07/03/2019 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.3 | 7.5 | 14.9 | 19.8 | 16.7 | 15.0 | 25.0 | 26.3 | -18.1 | 28.7 | 18.4 | 8.9 |
| Sharpe Ratio | NA | 0.52 | 0.59 | 0.96 | 0.84 | 0.62 | 1.68 | 1.74 | -0.81 | 2.19 | 0.52 | 1.43 |
| Draw Down(%) | NA | 18.7 | 18.7 | 18.7 | 24.5 | 33.7 | 8.4 | 9.9 | 24.5 | 5.1 | 33.7 | 6.0 |
| Standard Deviation(%) | NA | 24.0 | 19.8 | 17.2 | 17.4 | 21.0 | 12.7 | 13.1 | 24.2 | 13.1 | 34.6 | 12.2 |
| Treynor Ratio | NA | 0.13 | 0.12 | 0.17 | 0.15 | 0.13 | 0.22 | 0.24 | -0.2 | 0.3 | 0.18 | 0.18 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.01 |
| Beta | NA | 0.98 | 0.98 | 0.97 | 0.97 | 0.97 | 0.97 | 0.95 | 0.97 | 0.94 | 0.98 | 0.95 |
| RSquared | NA | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | 0.96 | 1.0 | 0.98 | 1.0 | 0.96 |
| Yield(%) | N/A | 0.7 | 1.5 | 2.1 | 2.4 | N/A | 1.8 | 1.9 | 1.6 | 2.3 | 1.9 | 1.2 |
| Dividend Growth(%) | N/A | -52.1 | 11.9 | 10.2 | N/A | N/A | 15.6 | -7.2 | -10.9 | 38.5 | 72.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/03/2019
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