Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDSIX (BlackRock Advantage Small Cap Core Fund) | 20.77% | 44.32% | 20.89% | 7.39% | 12.02% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDSIX (BlackRock Advantage Small Cap Core Fund) | 03/18/2013 | 06/04/2026 |
| 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 (%) | 0.37 | 44.32 | 20.89 | 7.39 | 12.02 | NA | NA | … | … | 20.77 | 13.72 | 11.86 | 16.53 | -19.89 | 14.82 | 19.56 | 32.12 | -8.83 | 10.79 | 24.00 | -2.26 | 5.48 | 24.46 |
| Sharpe Ratio | NA | 2.19 | 0.85 | 0.21 | 0.45 | NA | NA | … | … | 2.60 | 0.47 | 0.40 | 0.65 | -0.76 | 0.68 | 0.45 | 1.95 | -0.56 | 0.83 | 1.34 | -0.14 | 0.34 | 2.20 |
| Standard Deviation(%) | NA | 19.09 | 21.19 | 22.54 | 23.52 | NA | NA | … | … | 20.16 | 23.23 | 20.40 | 20.02 | 28.23 | 21.74 | 43.14 | 15.72 | 18.29 | 12.24 | 17.72 | 15.84 | 16.03 | 14.39 |
| Draw Down(%) | NA | 9.89 | 26.59 | 31.66 | 43.36 | NA | NA | … | … | 9.89 | 24.20 | 9.88 | 17.67 | 27.00 | 11.92 | 43.36 | 9.07 | 27.00 | 6.45 | 15.76 | 12.27 | 13.64 | 5.24 |
| Yield(%) | 0.00 | 5.43 | 2.86 | 3.72 | 5.21 | 5.40 | 4.05 | … | … | 0.00 | 5.16 | 0.85 | 1.12 | 2.16 | 12.50 | 2.98 | 1.14 | 4.88 | 2.96 | 0.95 | 5.31 | 10.04 | 7.02 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| BDSIX (BlackRock Advantage Small Cap Core Fund) |
-3.65%
Mar 2017 – Mar 2020 |
1.22%
Mar 2015 – Mar 2020 |
6.64%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDSIX (BlackRock Advantage Small Cap Core Fund) |
21.95%
Dec 2018 – Dec 2021 |
18.95%
Feb 2016 – Feb 2021 |
12.09%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart