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
BST (BlackRock Science & Tech Tr) 23.87% 44.22% 23.05% 6.23% 20.60% NA NA
Data as of 06/04/2026, Common starting date is 10/29/2014
More Performance Analytics Comparison
Name Start Date End Date
BST (BlackRock Science & Tech Tr) 10/29/2014 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
Annualized Return (%) -1.08 44.22 23.05 6.23 20.60 NA NA 23.87 22.88 17.96 30.07 -38.28 4.81 69.33 34.56 8.30 56.63 11.29 5.38 -11.54
Sharpe Ratio NA 2.62 1.07 0.18 0.75 NA NA 3.27 0.88 0.80 1.42 -1.16 0.23 1.69 1.60 0.20 4.03 0.59 0.30 -2.00
Standard Deviation(%) NA 17.98 20.18 23.48 25.75 NA NA 22.42 22.81 17.88 18.74 34.20 20.85 40.71 20.70 34.55 13.94 18.91 17.89 25.64
Draw Down(%) NA 15.84 23.37 46.04 46.04 NA NA 13.69 23.37 14.59 13.74 40.49 16.60 33.94 12.60 30.97 5.67 17.57 15.16 17.80
Yield(%) 0.00 10.61 9.70 5.96 16.42 9.77 7.33 3.08 10.79 9.03 10.52 5.88 8.05 5.94 12.53 5.89 6.49 7.08 6.75 0.50
Data as of 06/04/2026, Common starting date is 10/29/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BST (BlackRock Science & Tech Tr) -7.35%
Apr 2021 – Apr 2024
1.66%
Mar 2021 – Mar 2026
14.88%
Nov 2014 – Nov 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BST (BlackRock Science & Tech Tr) 38.84%
Sep 2015 – Sep 2018
38.65%
Jun 2016 – Jun 2021
20.87%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return