Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDSAX (BlackRock Advantage Small Cap Core Fund) | 18.95% | 41.37% | 20.05% | 6.88% | 11.76% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDSAX (BlackRock Advantage Small Cap Core Fund) | 03/18/2013 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.51 | 41.37 | 20.05 | 6.88 | 11.76 | NA | NA | … | … | 18.95 | 13.45 | 11.57 | 16.19 | -20.05 | 14.49 | 19.34 | 32.63 | -9.10 | 10.53 | 23.52 | -2.37 | 5.20 | 24.20 |
| Sharpe Ratio | NA | 2.17 | 0.83 | 0.20 | 0.44 | NA | NA | … | … | 2.56 | 0.46 | 0.39 | 0.63 | -0.76 | 0.66 | 0.44 | 1.98 | -0.57 | 0.81 | 1.32 | -0.15 | 0.32 | 2.19 |
| Standard Deviation(%) | NA | 19.05 | 21.26 | 22.57 | 23.56 | NA | NA | … | … | 20.24 | 23.20 | 20.50 | 20.09 | 28.22 | 21.78 | 43.25 | 15.73 | 18.34 | 12.20 | 17.72 | 15.92 | 16.00 | 14.34 |
| Draw Down(%) | NA | 9.96 | 26.68 | 31.77 | 43.35 | NA | NA | … | … | 9.96 | 24.26 | 9.89 | 17.86 | 27.07 | 11.91 | 43.35 | 9.12 | 27.04 | 6.47 | 15.87 | 12.24 | 13.80 | 5.33 |
| Yield(%) | 0.00 | 5.19 | 2.60 | 3.55 | 5.03 | 5.18 | 3.88 | … | … | 0.00 | 4.95 | 0.61 | 0.86 | 1.97 | 12.29 | 2.77 | 1.57 | 4.72 | 2.84 | 0.65 | 5.11 | 9.86 | 6.86 |
Data as of 06/03/2026, Common starting date is 03/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDSAX (BlackRock Advantage Small Cap Core Fund) |
-3.69%
Mar 2017 – Mar 2020 |
1.08%
Mar 2015 – Mar 2020 |
6.44%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDSAX (BlackRock Advantage Small Cap Core Fund) |
21.92%
Dec 2018 – Dec 2021 |
18.79%
Feb 2016 – Feb 2021 |
11.87%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart