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
SHISX (BLACKROCK HEALTH SCIENCES OPPORTUNITIES PORTFOLIO SERVICE) -2.09% 16.56% 6.81% 0.97% 7.14% 10.70% 10.51%
Data as of 06/04/2026, Common starting date is 02/02/2005
More Performance Analytics Comparison
Name Start Date End Date
SHISX (BLACKROCK HEALTH SCIENCES OPPORTUNITIES PORTFOLIO SERVICE) 02/02/2005 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 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) 0.08 16.56 6.81 0.97 7.14 10.70 10.51 -2.09 15.79 3.65 3.56 -12.54 2.01 14.39 25.25 7.91 24.72 -6.04 10.79 28.73 44.17 18.34 5.88 6.20 28.35 -19.34 20.41 8.31 20.48
Sharpe Ratio NA 1.04 0.31 -0.13 0.33 NA NA -0.59 0.80 0.00 -0.01 -0.68 0.15 0.46 1.68 0.38 2.16 -0.38 0.57 1.78 3.38 1.49 0.29 0.41 1.63 -0.76 1.49 0.47 1.94
Standard Deviation(%) NA 13.61 13.47 15.02 17.00 NA NA 15.03 16.15 11.21 11.25 20.60 13.07 30.95 14.11 17.16 11.18 16.60 18.90 16.10 13.06 12.35 20.12 14.77 17.37 26.62 11.63 10.40 10.47
Draw Down(%) NA 9.88 16.15 27.39 28.37 NA NA 9.88 13.72 11.26 9.07 22.34 11.48 28.37 8.49 16.25 5.47 16.06 17.79 10.85 6.14 7.50 17.67 13.11 14.95 31.50 5.76 10.65 5.43
Yield(%) 0.00 11.22 7.60 3.97 5.26 9.09 10.01 0.00 10.90 8.56 3.77 0.25 0.00 0.00 4.72 8.39 4.19 2.27 12.28 8.40 12.70 8.03 5.15 4.59 0.00 7.77 4.41 1.43 2.98
Data as of 06/04/2026, Common starting date is 02/02/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SHISX (BLACKROCK HEALTH SCIENCES OPPORTUNITIES PORTFOLIO SERVICE) -3.73%
Nov 2020 – Nov 2023
-0.42%
Jul 2020 – Jul 2025
4.58%
Jul 2015 – Jul 2025
10.15%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SHISX (BLACKROCK HEALTH SCIENCES OPPORTUNITIES PORTFOLIO SERVICE) 33.68%
May 2012 – May 2015
25.83%
Jul 2010 – Jul 2015
18.12%
Feb 2009 – Feb 2019
14.08%
Jun 2006 – Jun 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return