Find A Portfolio/Ticker
Comparison Box
BSPSX: BlackRock S&P 500 Stock Fund Service (MUTUAL FUND)
Basic Info 734.38 6.19(0.85%) July 03
| 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% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/03/2025)
| 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(%) | 2.0 | 7.0 | 14.2 | 19.2 | 16.1 | 13.2 | 13.6 | 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 | 0.9 | 1.5 | 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND LONGLEAF PARTNERS FUND) 0.16% (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) 0.38% (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) 0.79% (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) 0.62% (99%)
- FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) 0.0% (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) 0.97% (99%)
- THPGX (THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND) 0.64% (99%)
- WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) 0.74% (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) 0.47% (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) 0.86% (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF Trust) 0.79% (100%)
- XLG (Invesco S&P 500 Top 50 ETF) 0.94% (100%)
- IWB (iShares Russell 1000 ETF) 0.81% (97%)
- IYY (iShares Dow Jones U.S. ETF) 0.81% (96%)
- VTI (Vanguard Total Stock Market ETF) 0.82% (96%)
- IWV (iShares Russell 3000 ETF) 0.86% (96%)
- RSP (Invesco S&P 500 Equal Weight ETF) 0.48% (96%)
- XLP (Consumer Staples Select Sector SPDR Fund) 0.05% (94%)
- DSI (iShares MSCI KLD 400 Social ETF) 0.79% (93%)
- EPS (WisdomTree U.S. LargeCap Fund) 0.79% (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) 1.39% (95%)
- CLM (Cornerstone Strategic Value Fund Inc) 1.23% (95%)
- CRF (Cornerstone Strategic Return Fund) 1.41% (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) 0.69% (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) 0.45% (94%)
- FFA (First Trust Enhanced Equity Income Closed Fund) 0.44% (94%)
- GAB (Gabelli Equity Trust Closed Fund) 0.51% (94%)
- GGT (Gabelli MultiMedia Mutual Fund) 0.95% (94%)
- USA (Liberty All Star Equity Closed Fund) 0.58% (94%)
- GRF (Eagle Capital Growth Fund Inc) 0.0% (94%)
Latest Articles Related to BSPSX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
