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BSPIX: BlackRock S&P 500 Stock Fund Instl (MUTUAL FUND)
Basic Info 860.31 23.25(2.63%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/11/2013 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 1.63% |
| Expenses | 0.03% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/11/2013 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 8.1 | 25.3 | 21.4 | 13.0 | 15.0 | 14.1 | 17.8 | 24.9 | 26.2 | -18.5 | 27.8 | 18.2 | 31.4 | -4.5 | 21.5 | 11.3 | 1.3 | 13.5 | 17.6 |
| Sharpe Ratio | NA | 1.26 | 1.87 | 1.22 | 0.62 | 0.74 | 0.75 | 0.8 | 1.68 | 1.73 | -0.83 | 2.11 | 0.52 | 2.45 | -0.35 | 3.14 | 0.85 | 0.08 | 1.19 | 2.22 |
| Draw Down(%) | NA | 8.9 | 8.9 | 18.7 | 24.8 | 33.7 | 33.7 | 18.7 | 8.5 | 10.0 | 24.8 | 5.1 | 33.7 | 6.6 | 19.4 | 2.6 | 10.3 | 12.0 | 7.3 | 4.7 |
| Standard Deviation(%) | NA | 13.8 | 12.1 | 14.8 | 16.9 | 18.1 | 17.1 | 18.6 | 12.7 | 13.1 | 24.2 | 13.1 | 34.6 | 12.2 | 17.0 | 6.7 | 13.1 | 15.5 | 11.4 | 11.3 |
| Treynor Ratio | NA | 0.18 | 0.23 | 0.18 | 0.11 | 0.14 | 0.13 | 0.15 | 0.21 | 0.23 | -0.2 | 0.28 | 0.19 | 0.32 | -0.06 | 0.21 | 0.11 | 0.01 | 0.14 | 0.26 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.99 | 0.98 | 0.99 | 0.99 | 0.98 | 0.98 | 0.99 | 1.0 | 0.98 | 1.0 | 1.0 | 0.96 | 0.93 | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 0.97 |
| RSquared | NA | 1.0 | 0.98 | 0.98 | 0.99 | 0.96 | 0.96 | 0.99 | 1.0 | 0.95 | 1.0 | 1.0 | 0.92 | 0.9 | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 0.95 |
| Yield(%) | N/A | 0.0 | 1.6 | 1.9 | 1.7 | 3.0 | N/A | 1.9 | 1.7 | 1.8 | 1.3 | 1.5 | 1.7 | 2.5 | 2.2 | 2.1 | 2.1 | 2.4 | 2.0 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | 24.8 | 38.7 | 32.8 | N/A | N/A | 42.5 | 14.9 | 11.1 | 9.1 | 0.7 | -10.3 | 2.0 | 25.3 | 15.6 | -15.8 | 34.8 | 60.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/11/2013
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