Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BDBKX (BlackRock Small Cap index Fund Class K) | 1.63% | 1.46% | 9.76% | 8.56% | 6.17% | NA | NA | 7.88% |
Data as of 07/14/2025, AR inception is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDBKX (BlackRock Small Cap index Fund Class K) | 04/07/2011 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.63 | 1.46 | 9.76 | 8.56 | 6.17 | NA | NA | 7.88 | 1.63 | 8.48 | 15.39 | -20.57 | 7.70 | 19.55 | 25.62 | -10.94 | 14.68 | 21.40 | -4.30 | 4.75 | 39.14 | 16.30 | -12.02 |
| Sharpe Ratio | NA | 0.02 | 0.25 | 0.27 | 0.20 | NA | NA | 0.29 | -0.04 | 0.09 | 0.56 | -0.78 | 0.33 | 0.45 | 1.53 | -0.67 | 1.19 | 1.15 | -0.26 | 0.29 | 2.65 | 0.95 | -0.43 |
| Standard Deviation(%) | NA | 24.96 | 22.65 | 23.53 | 23.71 | NA | NA | 23.01 | 26.25 | 21.07 | 19.90 | 28.18 | 23.43 | 43.01 | 15.85 | 18.22 | 11.89 | 18.37 | 16.72 | 16.33 | 14.77 | 17.19 | 37.63 |
| Draw Down(%) | NA | 29.30 | 29.30 | 35.87 | 41.66 | NA | NA | 41.66 | 23.76 | 11.20 | 17.96 | 26.91 | 17.42 | 41.66 | 9.39 | 26.86 | 6.32 | 15.84 | 15.99 | 12.82 | 5.11 | 12.53 | 29.26 |
| Yield(%) | 0.00 | 1.92 | 1.92 | 1.93 | 2.91 | 3.97 | 2.98 | 4.25 | 0.00 | 2.10 | 1.81 | 1.12 | 1.29 | 1.27 | 4.19 | 3.67 | 3.51 | 5.49 | 3.37 | 9.69 | 4.01 | 3.12 | 1.13 |
Data as of 07/14/2025, AR inception is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDBKX (BlackRock Small Cap index Fund Class K) |
-5.70%
Apr 2021 - Apr 2024 |
-0.17%
Mar 2015 - Mar 2020 |
4.93%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDBKX (BlackRock Small Cap index Fund Class K) |
20.17%
Sep 2011 - Sep 2014 |
17.86%
Feb 2016 - Feb 2021 |
14.28%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart