Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BITSX (BlackRock Total Stock Market Index Fund) | 11.14% | 27.96% | 22.15% | 12.77% | 14.96% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BITSX (BlackRock Total Stock Market Index Fund) | 08/18/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 27.96 | 22.15 | 12.77 | 14.96 | NA | NA | … | … | 11.14 | 17.10 | 23.79 | 25.97 | -19.09 | 25.51 | 20.68 | 31.05 | -5.39 | 20.99 | 13.07 | -3.33 |
| Sharpe Ratio | NA | 2.17 | 1.29 | 0.60 | 0.72 | NA | NA | … | … | 1.92 | 0.75 | 1.55 | 1.65 | -0.83 | 1.86 | 0.58 | 2.35 | -0.39 | 2.90 | 0.95 | -0.43 |
| Standard Deviation(%) | NA | 12.17 | 15.12 | 17.32 | 18.48 | NA | NA | … | … | 13.73 | 18.92 | 12.98 | 13.63 | 24.90 | 13.68 | 35.12 | 12.57 | 17.34 | 7.03 | 13.59 | 20.08 |
| Draw Down(%) | NA | 8.87 | 19.29 | 24.99 | 34.97 | NA | NA | … | … | 8.87 | 19.29 | 8.53 | 10.69 | 24.99 | 5.22 | 34.97 | 6.72 | 20.17 | 2.78 | 11.12 | 10.72 |
| Yield(%) | 0.00 | 0.98 | 1.56 | 1.54 | 2.85 | 1.95 | 1.46 | … | … | 0.00 | 1.27 | 1.53 | 1.77 | 1.26 | 1.92 | 1.74 | 2.70 | 2.24 | 2.51 | 1.71 | 0.25 |
Data as of 06/04/2026, Common starting date is 08/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BITSX (BlackRock Total Stock Market Index Fund) |
3.91%
Mar 2017 – Mar 2020 |
8.55%
Sep 2017 – Sep 2022 |
13.66%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BITSX (BlackRock Total Stock Market Index Fund) |
25.67%
Dec 2018 – Dec 2021 |
18.80%
Oct 2016 – Oct 2021 |
15.09%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart