Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKTSX (BlackRock Total Stock Market Index Fund) | 11.14% | 28.00% | 22.19% | 12.82% | 15.01% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKTSX (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 | 28.00 | 22.19 | 12.82 | 15.01 | NA | NA | … | … | 11.14 | 17.14 | 23.83 | 26.02 | -19.05 | 25.56 | 20.72 | 31.10 | -5.35 | 21.02 | 13.12 | -3.32 |
| Sharpe Ratio | NA | 2.17 | 1.30 | 0.60 | 0.73 | NA | NA | … | … | 1.92 | 0.76 | 1.56 | 1.65 | -0.83 | 1.87 | 0.58 | 2.35 | -0.39 | 2.92 | 0.94 | -0.43 |
| Standard Deviation(%) | NA | 12.15 | 15.11 | 17.30 | 18.47 | NA | NA | … | … | 13.72 | 18.90 | 12.96 | 13.65 | 24.82 | 13.64 | 35.14 | 12.61 | 17.33 | 7.00 | 13.66 | 20.08 |
| Draw Down(%) | NA | 8.87 | 19.29 | 24.98 | 34.97 | NA | NA | … | … | 8.87 | 19.29 | 8.52 | 10.73 | 24.98 | 5.22 | 34.97 | 6.72 | 20.15 | 2.78 | 11.12 | 10.72 |
| Yield(%) | 0.00 | 1.01 | 1.60 | 1.58 | 2.92 | 2.00 | 1.50 | … | … | 0.00 | 1.31 | 1.56 | 1.82 | 1.30 | 1.97 | 1.78 | 2.75 | 2.28 | 2.54 | 1.75 | 0.26 |
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 |
|---|---|---|---|---|
| BKTSX (BlackRock Total Stock Market Index Fund) |
3.95%
Mar 2017 – Mar 2020 |
8.60%
Sep 2017 – Sep 2022 |
13.70%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKTSX (BlackRock Total Stock Market Index Fund) |
25.72%
Dec 2018 – Dec 2021 |
18.82%
Oct 2016 – Oct 2021 |
15.14%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart