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SHSAX: BLACKROCK HEALTH SCIENCES OPPORTUNITIES PORTFOLIO INVESTOR A (MUTUAL FUND)
Basic Info 63.29 0.1(0.16%) June 05
| Asset Class: | Health |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 04/13/2000 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 11.42% |
| Expenses | 1.45% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | -2.2 | 16.4 | 6.8 | 4.4 | 9.5 | 12.2 | 11.7 | 11.9 | 15.8 | 3.7 | 3.6 | -5.9 | 11.9 | 19.4 | 25.3 | 7.9 | 24.7 | -6.0 | 10.8 | 28.7 | 44.2 | 18.4 | 5.9 | 6.2 | 28.4 | -19.3 | 20.3 | 8.2 | 16.8 | 12.0 | 61.2 | -23.1 | 3.3 | 25.4 |
| Sharpe Ratio | NA | -0.49 | 0.98 | 0.26 | 0.13 | 0.47 | NA | NA | 0.6 | 0.81 | 0.01 | -0.01 | -0.39 | 1.0 | 0.62 | 1.69 | 0.38 | 2.16 | -0.38 | 0.57 | 1.79 | 3.38 | 1.5 | 0.29 | 0.42 | 1.63 | -0.76 | 1.48 | 0.47 | 1.32 | 0.72 | 3.44 | -0.91 | 0.04 | 1.34 |
| Draw Down(%) | NA | 9.9 | 9.9 | 16.1 | 18.0 | 28.4 | NA | NA | 38.3 | 13.7 | 11.2 | 9.1 | 17.6 | 8.2 | 28.4 | 8.5 | 16.3 | 5.5 | 16.1 | 17.8 | 10.9 | 6.1 | 7.5 | 17.7 | 13.1 | 14.9 | 31.5 | 5.8 | 10.7 | 6.6 | 18.2 | 11.7 | 35.2 | 22.9 | 12.2 |
| Standard Deviation(%) | NA | 15.7 | 14.1 | 13.6 | 14.5 | 16.7 | NA | NA | 17.5 | 16.1 | 11.2 | 11.3 | 19.1 | 11.9 | 30.8 | 14.1 | 17.1 | 11.2 | 16.6 | 18.9 | 16.1 | 13.1 | 12.3 | 20.1 | 14.8 | 17.4 | 26.6 | 11.7 | 10.4 | 11.0 | 15.3 | 17.6 | 26.6 | 20.9 | 24.5 |
| Treynor Ratio | NA | -0.08 | 0.15 | 0.04 | 0.02 | 0.08 | NA | NA | 0.1 | 0.15 | 0.0 | 0.0 | -0.08 | 0.12 | 0.18 | 0.24 | 0.06 | 0.32 | -0.06 | 0.1 | 0.24 | 0.37 | 0.16 | 0.05 | 0.06 | 0.32 | -0.23 | 0.18 | 0.05 | 0.13 | 0.08 | 0.57 | -0.2 | 0.01 | 0.26 |
| Alpha | NA | -0.01 | -0.01 | 0.01 | 0.0 | 0.01 | NA | NA | 0.01 | 0.0 | 0.02 | -0.01 | -0.02 | -0.01 | 0.02 | 0.01 | 0.03 | 0.05 | 0.01 | -0.01 | -0.02 | -0.02 | 0.0 | -0.02 | 0.0 | 0.03 | -0.02 | 0.06 | -0.01 | 0.0 | 0.0 | 0.09 | -0.04 | 0.05 | -0.08 |
| Beta | NA | 0.97 | 0.9 | 0.9 | 0.92 | 0.98 | NA | NA | 1.03 | 0.89 | 0.88 | 0.9 | 0.93 | 0.99 | 1.06 | 0.97 | 1.04 | 0.75 | 1.0 | 1.09 | 1.19 | 1.18 | 1.16 | 1.1 | 1.1 | 0.89 | 0.88 | 0.97 | 1.0 | 1.08 | 1.3 | 1.06 | 1.22 | 1.21 | 1.26 |
| RSquared | NA | 0.95 | 0.92 | 0.9 | 0.91 | 0.9 | NA | NA | 0.85 | 0.9 | 0.85 | 0.88 | 0.95 | 0.88 | 0.9 | 0.86 | 0.91 | 0.45 | 0.95 | 0.95 | 0.91 | 0.89 | 0.88 | 0.97 | 0.91 | 0.89 | 0.91 | 0.81 | 0.8 | 0.71 | 0.73 | 0.72 | 0.84 | 0.78 | 0.64 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 11.0 | 8.6 | 3.8 | 6.5 | 9.5 | 5.0 | 4.7 | 8.4 | 4.2 | 2.3 | 12.3 | 8.4 | 12.8 | 8.1 | 5.2 | 4.6 | 0.0 | 7.7 | 4.4 | 1.4 | 3.0 | 2.9 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 20.1 | 128.1 | -48.5 | -29.5 | 116.2 | 27.6 | -45.3 | 142.4 | 75.0 | -82.3 | 77.3 | -15.7 | 75.7 | 57.0 | 14.0 | N/A | -100.0 | 105.7 | 222.3 | -44.2 | 8.7 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/20/1999
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