Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSPAX (BlackRock S&P 500 Stock Fund Inv A) | 10.49% | 27.30% | 22.01% | 13.66% | 15.12% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/12/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSPAX (BlackRock S&P 500 Stock Fund Inv A) | 04/12/2013 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 27.30 | 22.01 | 13.66 | 15.12 | NA | NA | … | … | 10.49 | 17.39 | 24.54 | 25.85 | -18.40 | 28.22 | 18.05 | 31.02 | -4.70 | 21.38 | 11.13 | 1.03 | 13.25 | 17.73 |
| Sharpe Ratio | NA | 2.23 | 1.32 | 0.66 | 0.75 | NA | NA | … | … | 1.95 | 0.79 | 1.65 | 1.71 | -0.82 | 2.15 | 0.51 | 2.42 | -0.36 | 3.12 | 0.83 | 0.06 | 1.16 | 2.24 |
| Standard Deviation(%) | NA | 11.82 | 14.77 | 16.86 | 18.06 | NA | NA | … | … | 13.41 | 18.68 | 12.67 | 13.12 | 24.18 | 13.10 | 34.59 | 12.21 | 17.05 | 6.67 | 13.11 | 15.49 | 11.39 | 11.30 |
| Draw Down(%) | NA | 8.95 | 18.77 | 24.70 | 33.76 | NA | NA | … | … | 8.95 | 18.77 | 8.47 | 10.02 | 24.70 | 5.15 | 33.76 | 6.65 | 19.42 | 2.62 | 10.30 | 12.04 | 7.32 | 4.73 |
| Yield(%) | 0.00 | 1.42 | 1.61 | 1.63 | 2.76 | 2.88 | 2.16 | … | … | 0.00 | 1.66 | 1.38 | 1.52 | 1.33 | 1.95 | 1.58 | 2.18 | 1.99 | 2.02 | 1.88 | 2.14 | 1.73 | 1.24 |
Data as of 06/03/2026, Common starting date is 04/12/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSPAX (BlackRock S&P 500 Stock Fund Inv A) |
4.77%
Mar 2017 – Mar 2020 |
6.28%
Mar 2015 – Mar 2020 |
10.74%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSPAX (BlackRock S&P 500 Stock Fund Inv A) |
25.64%
Dec 2018 – Dec 2021 |
18.52%
Oct 2016 – Oct 2021 |
15.17%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart