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
BSPSX (BlackRock S&P 500 Stock Fund Service) 10.98% 27.95% 22.33% 13.49% 15.12% NA NA
Data as of 06/04/2026, Common starting date is 04/23/2013
More Performance Analytics Comparison
Name Start Date End Date
BSPSX (BlackRock S&P 500 Stock Fund Service) 04/23/2013 06/04/2026
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 (%) 0.30 27.95 22.33 13.49 15.12 NA NA 10.98 17.61 24.70 26.01 -18.56 27.65 18.06 31.19 -4.57 21.37 11.24 1.16 13.39 18.59
Sharpe Ratio NA 2.24 1.34 0.66 0.75 NA NA 1.96 0.80 1.67 1.72 -0.83 2.10 0.51 2.43 -0.35 3.12 0.84 0.07 1.17 2.61
Standard Deviation(%) NA 11.81 14.75 16.86 18.04 NA NA 13.39 18.57 12.60 13.12 24.18 13.15 34.59 12.21 16.96 6.67 13.07 15.49 11.39 10.67
Draw Down(%) NA 8.93 18.76 24.82 33.76 NA NA 8.93 18.76 8.46 9.99 24.82 5.14 33.76 6.64 19.39 2.60 10.29 12.03 7.31 4.71
Yield(%) 0.00 1.53 1.76 1.58 2.76 2.93 2.20 0.00 1.80 1.53 1.67 1.19 1.38 1.61 2.33 2.12 2.01 1.98 2.27 1.86 1.35
Data as of 06/04/2026, Common starting date is 04/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BSPSX (BlackRock S&P 500 Stock Fund Service) 4.85%
Mar 2017 – Mar 2020
6.39%
Mar 2015 – Mar 2020
10.75%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BSPSX (BlackRock S&P 500 Stock Fund Service) 25.51%
Dec 2018 – Dec 2021
18.61%
Oct 2016 – Oct 2021
15.18%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return