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
BSPZX (BlackRock S&P 500 Stock Fund Investor C1) NA -7.06% 5.94% 6.34% NA NA NA
Data as of 01/07/2022, Common starting date is 04/23/2013
More Performance Analytics Comparison
Name Start Date End Date
BSPZX (BlackRock S&P 500 Stock Fund Investor C1) 04/23/2013 01/07/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 -7.06 5.94 6.34 NA NA NA 0.00 -7.06 -0.02 30.12 -5.40 20.51 10.54 0.30 12.42 17.90
Sharpe Ratio NA -0.97 0.63 0.52 NA NA NA NA -1.17 -0.05 2.35 -0.39 2.99 0.78 0.02 1.09 2.51
Standard Deviation(%) NA 7.34 8.50 10.66 NA NA NA NA 9.13 5.47 12.22 17.05 6.67 13.11 15.49 11.39 10.67
Draw Down(%) NA 7.06 11.45 19.58 NA NA NA NA 7.06 4.73 6.70 19.58 2.70 10.37 12.10 7.37 4.79
Yield(%) 0.00 0.00 0.45 0.76 1.07 0.72 0.54 0.00 0.00 0.00 1.37 1.02 1.09 1.31 1.41 0.95 0.70
Data as of 01/07/2022, 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
BSPZX (BlackRock S&P 500 Stock Fund Investor C1) 1.41%
Sep 2018 – Sep 2021
6.63%
Dec 2016 – Dec 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BSPZX (BlackRock S&P 500 Stock Fund Investor C1) 15.97%
Sep 2015 – Sep 2018
13.23%
Aug 2013 – Aug 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return