Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BDBPX (iShares Russell 2000 Small-Cap Index Fund Investor P Shares) | 15.45% | 34.35% | 16.15% | 5.12% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 08/06/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDBPX (iShares Russell 2000 Small-Cap Index Fund Investor P Shares) | 08/06/2018 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.73 | 34.35 | 16.15 | 5.12 | NA | NA | NA | … | … | 15.45 | 12.45 | 11.07 | 16.71 | -20.57 | 14.14 | 19.67 | 25.25 | -19.49 |
| Sharpe Ratio | NA | 2.01 | 0.73 | 0.16 | NA | NA | NA | … | … | 2.34 | 0.42 | 0.36 | 0.65 | -0.78 | 0.64 | 0.45 | 1.51 | -2.04 |
| Standard Deviation(%) | NA | 19.16 | 21.18 | 22.60 | NA | NA | NA | … | … | 19.96 | 23.03 | 20.75 | 20.11 | 28.19 | 21.98 | 43.00 | 15.71 | 21.23 |
| Draw Down(%) | NA | 11.05 | 27.58 | 32.07 | NA | NA | NA | … | … | 11.05 | 23.79 | 10.08 | 18.00 | 26.99 | 12.43 | 41.67 | 9.49 | 26.94 |
| Yield(%) | 0.00 | 3.29 | 3.85 | 3.25 | 2.90 | 1.94 | 1.45 | … | … | 0.00 | 3.17 | 4.89 | 3.08 | 1.11 | 7.87 | 1.44 | 3.85 | 3.26 |
Data as of 06/08/2026, Common starting date is 08/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDBPX (iShares Russell 2000 Small-Cap Index Fund Investor P Shares) |
-3.49%
Apr 2021 – Apr 2024 |
2.10%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDBPX (iShares Russell 2000 Small-Cap Index Fund Investor P Shares) |
19.86%
May 2023 – May 2026 |
12.89%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart