Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BHSRX (BlackRock Health Sciences Opportunities) -2.21% 16.21% 6.48% 0.62% 6.80% NA NA
Data as of 06/04/2026, Common starting date is 09/13/2011
More Performance Analytics Comparison
Name Start Date End Date
BHSRX (BlackRock Health Sciences Opportunities) 09/13/2011 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 2012 2011
Annualized Return (%) 0.07 16.21 6.48 0.62 6.80 NA NA -2.21 15.42 3.35 3.21 -13.03 1.76 14.16 24.88 7.59 24.33 -6.37 10.48 28.35 43.75 17.89 5.08
Sharpe Ratio NA 1.01 0.28 -0.15 0.31 NA NA -0.60 0.77 -0.02 -0.04 -0.70 0.13 0.45 1.66 0.36 2.12 -0.40 0.55 1.76 3.36 1.46 0.80
Standard Deviation(%) NA 13.65 13.48 15.05 17.02 NA NA 15.02 16.26 11.12 11.26 20.68 13.04 30.96 14.13 17.15 11.24 16.60 18.88 16.11 13.03 12.35 22.44
Draw Down(%) NA 9.94 16.28 27.80 28.38 NA NA 9.94 13.75 11.33 9.15 22.72 11.54 28.38 8.54 16.30 5.56 16.10 17.83 10.90 6.16 7.53 8.78
Yield(%) 0.00 11.56 7.71 3.96 5.18 9.75 7.31 0.00 11.21 8.71 3.69 0.03 0.00 0.00 4.56 8.29 4.28 2.30 12.29 8.31 12.64 7.82 5.32
Data as of 06/04/2026, Common starting date is 09/13/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BHSRX (BlackRock Health Sciences Opportunities) -4.06%
Nov 2020 – Nov 2023
-0.75%
Jul 2020 – Jul 2025
4.24%
Jul 2015 – Jul 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BHSRX (BlackRock Health Sciences Opportunities) 33.28%
May 2012 – May 2015
19.45%
May 2012 – May 2017
16.55%
Oct 2011 – Oct 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return