Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BRMKX (BlackRock Midcap Index Fund Class K Shar) | 4.86% | 6.57% | 8.00% | 8.93% | 8.51% | NA | NA | 8.33% |
Data as of 08/01/2025, AR inception is 05/14/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRMKX (BlackRock Midcap Index Fund Class K Shar) | 05/14/2015 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.00 | 6.57 | 8.00 | 8.93 | 8.51 | NA | NA | 8.33 | 4.86 | 10.16 | 15.51 | -18.74 | 18.92 | 15.45 | 30.43 | -9.05 | 18.40 | 13.75 | -6.41 |
| Sharpe Ratio | NA | 0.17 | 0.25 | 0.37 | 0.35 | NA | NA | 0.34 | 0.24 | 0.25 | 0.72 | -0.79 | 1.19 | 0.40 | 2.30 | -0.64 | 2.24 | 0.92 | -0.62 |
| Standard Deviation(%) | NA | 20.23 | 18.39 | 18.85 | 19.83 | NA | NA | 19.68 | 22.63 | 14.27 | 15.77 | 25.71 | 15.87 | 37.74 | 12.64 | 16.15 | 7.97 | 14.80 | 16.16 |
| Draw Down(%) | NA | 24.57 | 24.57 | 28.21 | 40.20 | NA | NA | 40.20 | 19.19 | 11.73 | 14.15 | 24.25 | 9.95 | 40.20 | 6.65 | 21.05 | 3.61 | 12.61 | 12.17 |
| Yield(%) | 0.00 | 1.29 | 1.60 | 1.76 | 4.18 | 2.75 | 2.06 | 4.13 | 0.34 | 1.68 | 1.72 | 1.40 | 1.28 | 1.60 | 4.96 | 3.37 | 19.32 | 2.37 | 0.83 |
Data as of 08/01/2025, AR inception is 05/14/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRMKX (BlackRock Midcap Index Fund Class K Shar) |
-0.78%
Mar 2017 - Mar 2020 |
5.08%
Sep 2018 - Sep 2023 |
8.56%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRMKX (BlackRock Midcap Index Fund Class K Shar) |
21.44%
Dec 2018 - Dec 2021 |
16.11%
Oct 2016 - Oct 2021 |
8.61%
Jul 2015 - Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart