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
BSDKX (BlackRock SMID-Cap Growth Equity Fund Class K) NA 6.50% 5.80% NA NA NA NA
Data as of 06/24/2025, Common starting date is 07/01/2021
More Performance Analytics Comparison
Name Start Date End Date
BSDKX (BlackRock SMID-Cap Growth Equity Fund Class K) 07/01/2021 06/24/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021
Annualized Return (%) 0.00 6.50 5.80 NA NA NA NA -1.61 10.16 19.21 -42.37 -7.19
Sharpe Ratio NA 0.12 0.10 NA NA NA NA -0.19 0.19 0.74 -1.07 -0.58
Standard Deviation(%) NA 27.33 25.06 NA NA NA NA 33.76 19.12 20.40 41.20 23.60
Draw Down(%) NA 29.18 29.18 NA NA NA NA 28.60 13.78 20.00 46.73 20.58
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/24/2025, Common starting date is 07/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BSDKX (BlackRock SMID-Cap Growth Equity Fund Class K) -14.95%
Aug 2021 – Aug 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BSDKX (BlackRock SMID-Cap Growth Equity Fund Class K) 4.32%
May 2022 – May 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return