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SHSCX: BLACKROCK HEALTH SCIENCES OPPORTUNITIES PORTFOLIO INVESTOR C (MUTUAL FUND)
Basic Info 49.31 0.45(0.90%) July 11
| Asset Class: | Health |
| MyPlanIQ Rating: | (46%) |
| Start Date: | 10/16/2000 |
| Last Dividend Date: | 12/11/2024 |
| 12-Mo. Yield | 9.70% |
| Expenses | 1.45% |
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Performance Analytics (As of 07/11/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/16/2000 |
2024 | 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 | -1.4 | -8.1 | 2.7 | 4.1 | 6.4 | 12.0 | 10.5 | 10.1 | -6.9 | -1.6 | -14.4 | 0.5 | 13.5 | 24.4 | 7.2 | 23.8 | -6.7 | 10.0 | 27.8 | 43.1 | 17.5 | 5.1 | 5.5 | 27.4 | -19.9 | 19.4 | 7.5 | 16.0 | 11.2 | 60.0 | -23.7 | 2.5 | -1.6 |
| Sharpe Ratio | NA | -0.3 | -0.71 | -0.04 | 0.14 | 0.29 | NA | NA | 0.51 | -0.94 | -0.51 | -0.75 | 0.04 | 0.43 | 1.63 | 0.34 | 2.52 | -0.42 | 0.53 | 1.73 | 3.3 | 1.43 | 0.25 | 0.36 | 1.57 | -0.78 | 1.42 | 0.41 | 1.26 | 0.67 | 3.37 | -0.93 | 0.01 | -0.47 |
| Draw Down(%) | NA | 13.8 | 16.5 | 16.5 | 18.3 | 28.4 | NA | NA | 38.4 | 17.7 | 10.5 | 23.9 | 12.4 | 28.4 | 8.6 | 16.4 | 4.6 | 16.1 | 17.9 | 10.9 | 6.2 | 7.6 | 17.8 | 13.3 | 15.0 | 31.9 | 5.8 | 10.9 | 6.8 | 18.4 | 11.8 | 35.5 | 23.1 | 11.5 |
| Standard Deviation(%) | NA | 18.6 | 15.9 | 14.0 | 14.6 | 17.2 | NA | NA | 17.4 | 14.3 | 11.5 | 21.2 | 13.3 | 31.0 | 14.1 | 17.1 | 9.2 | 16.6 | 18.9 | 16.1 | 13.1 | 12.4 | 20.1 | 14.8 | 17.4 | 26.6 | 11.6 | 10.4 | 11.0 | 15.4 | 17.6 | 26.7 | 21.0 | 25.2 |
| Treynor Ratio | NA | -0.06 | -0.12 | -0.01 | 0.02 | 0.05 | NA | NA | 0.09 | -0.22 | -0.07 | -0.17 | 0.01 | 0.13 | 0.24 | 0.06 | 0.29 | -0.07 | 0.09 | 0.23 | 0.37 | 0.15 | 0.05 | 0.05 | 0.3 | -0.23 | 0.17 | 0.04 | 0.13 | 0.08 | 0.56 | -0.2 | 0.0 | -0.1 |
| Alpha | NA | 0.01 | 0.02 | 0.0 | 0.0 | 0.01 | NA | NA | 0.01 | -0.01 | -0.01 | -0.04 | -0.01 | 0.03 | 0.01 | 0.03 | 0.04 | 0.01 | -0.01 | -0.02 | -0.02 | 0.0 | -0.03 | 0.0 | 0.03 | -0.02 | 0.05 | -0.01 | 0.0 | 0.0 | 0.09 | -0.04 | 0.05 | -0.25 |
| Beta | NA | 0.93 | 0.93 | 0.91 | 0.94 | 1.0 | NA | NA | 1.03 | 0.6 | 0.79 | 0.91 | 0.75 | 1.05 | 0.97 | 1.04 | 0.8 | 1.0 | 1.09 | 1.19 | 1.18 | 1.17 | 1.1 | 1.1 | 0.9 | 0.89 | 0.96 | 1.01 | 1.08 | 1.31 | 1.06 | 1.22 | 1.21 | 1.23 |
| RSquared | NA | 0.92 | 0.91 | 0.91 | 0.91 | 0.92 | NA | NA | 0.87 | 0.37 | 0.74 | 0.78 | 0.49 | 0.92 | 0.86 | 0.91 | 0.74 | 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 | 0.84 | 0.78 | 0.5 |
| Yield(%) | N/A | 0.0 | 9.4 | 7.3 | 7.4 | 6.9 | 13.0 | 11.9 | N/A | 10.3 | 4.3 | 7.3 | 10.0 | 4.9 | 5.0 | 8.7 | 4.7 | 2.5 | 13.0 | 8.4 | 12.8 | 8.0 | 4.8 | 4.0 | 0.0 | 7.6 | 3.6 | 1.5 | 3.1 | 3.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 138.4 | 10.8 | 41.4 | 137.9 | N/A | N/A | N/A | 138.4 | -49.7 | -26.1 | 129.2 | 19.8 | -44.7 | 119.3 | 75.0 | -81.6 | 85.1 | -17.0 | 77.8 | 65.8 | 22.7 | N/A | -100.0 | 144.4 | 154.4 | -44.2 | 8.7 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/16/2000
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