Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSPPX (iShares S&P 500 Index Fund – Investor P Shares) | 10.48% | 27.30% | 22.02% | 13.67% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSPPX (iShares S&P 500 Index Fund – Investor P Shares) | 08/06/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 27.30 | 22.02 | 13.67 | NA | NA | NA | … | … | 10.48 | 17.46 | 24.54 | 25.85 | -18.40 | 28.23 | 18.05 | 31.02 | -11.40 |
| Sharpe Ratio | NA | 2.23 | 1.32 | 0.66 | NA | NA | NA | … | … | 1.95 | 0.79 | 1.65 | 1.70 | -0.82 | 2.15 | 0.51 | 2.43 | -1.44 |
| Standard Deviation(%) | NA | 11.83 | 14.80 | 16.87 | NA | NA | NA | … | … | 13.41 | 18.59 | 12.67 | 13.19 | 24.18 | 13.10 | 34.62 | 12.18 | 19.26 |
| Draw Down(%) | NA | 8.95 | 18.77 | 24.70 | NA | NA | NA | … | … | 8.95 | 18.77 | 8.46 | 10.02 | 24.70 | 5.15 | 33.76 | 6.65 | 19.42 |
| Yield(%) | 0.00 | 1.42 | 1.61 | 1.63 | 1.72 | 1.15 | 0.86 | … | … | 0.00 | 1.66 | 1.38 | 1.52 | 1.33 | 1.96 | 1.59 | 2.18 | 1.18 |
Data as of 06/03/2026, Common starting date is 08/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSPPX (iShares S&P 500 Index Fund – Investor P Shares) |
7.30%
Dec 2019 – Dec 2022 |
9.55%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSPPX (iShares S&P 500 Index Fund – Investor P Shares) |
25.64%
Dec 2018 – Dec 2021 |
18.16%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart