Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BSPIX (BlackRock S&P 500 Stock Fund Instl) | 9.03% | 21.05% | 16.95% | 14.97% | 13.38% | NA | NA | 14.05% |
Data as of 08/08/2025, AR inception is 04/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSPIX (BlackRock S&P 500 Stock Fund Instl) | 04/11/2013 | 08/08/2025 |
| 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.44 | 21.05 | 16.95 | 14.97 | 13.38 | NA | NA | 14.05 | 9.03 | 24.65 | 26.09 | -18.46 | 27.80 | 18.19 | 31.35 | -4.46 | 21.51 | 11.34 | 1.28 | 13.53 | 17.60 |
| Sharpe Ratio | NA | 0.63 | 0.76 | 0.75 | 0.63 | NA | NA | 0.71 | 0.37 | 1.43 | 1.68 | -0.82 | 2.11 | 0.52 | 2.45 | -0.34 | 3.14 | 0.85 | 0.08 | 1.19 | 2.22 |
| Standard Deviation(%) | NA | 19.41 | 16.95 | 17.36 | 18.41 | NA | NA | 17.32 | 22.45 | 12.67 | 13.14 | 24.18 | 13.15 | 34.59 | 12.21 | 16.96 | 6.67 | 13.07 | 15.49 | 11.40 | 11.28 |
| Draw Down(%) | NA | 18.74 | 18.74 | 24.75 | 33.75 | NA | NA | 33.75 | 18.74 | 8.45 | 9.96 | 24.75 | 5.13 | 33.75 | 6.63 | 19.37 | 2.59 | 10.27 | 12.02 | 7.30 | 4.70 |
| Yield(%) | 0.00 | 0.99 | 1.47 | 1.75 | 2.65 | 2.67 | 2.00 | 3.34 | 0.27 | 1.47 | 1.72 | 1.29 | 1.52 | 1.71 | 2.47 | 2.25 | 2.14 | 2.07 | 2.39 | 2.00 | 1.43 |
Data as of 08/08/2025, AR inception is 04/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSPIX (BlackRock S&P 500 Stock Fund Instl) |
4.98%
Mar 2017 - Mar 2020 |
6.51%
Mar 2015 - Mar 2020 |
10.88%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSPIX (BlackRock S&P 500 Stock Fund Instl) |
25.66%
Dec 2018 - Dec 2021 |
18.75%
Oct 2016 - Oct 2021 |
13.43%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart