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
BGSRX (BlackRock Science & Technology Opportuni) 26.54% 46.11% 31.60% 12.78% 23.49% 18.89% NA
Data as of 06/10/2026, Common starting date is 09/26/2008
More Performance Analytics Comparison
Name Start Date End Date
BGSRX (BlackRock Science & Technology Opportuni) 09/26/2008 06/10/2026
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
Annualized Return (%) -11.49 46.11 31.60 12.78 23.49 18.89 NA 26.54 19.32 34.32 48.73 -43.27 7.90 85.82 43.47 1.75 49.15 7.47 10.95 8.33 44.67 6.96 -11.59 16.57 57.01 -25.14
Sharpe Ratio NA 1.76 1.14 0.39 0.83 NA NA 2.35 0.56 1.29 2.28 -1.18 0.33 2.39 2.26 0.01 2.82 0.43 0.69 0.47 2.98 0.40 -0.45 0.82 2.25 -1.17
Standard Deviation(%) NA 26.49 26.25 28.12 26.41 NA NA 32.91 29.26 23.85 19.94 38.07 23.58 35.63 18.62 25.23 17.27 16.68 15.81 17.68 14.96 17.43 26.07 20.01 25.25 57.55
Draw Down(%) NA 18.59 27.78 49.34 49.34 NA NA 15.24 27.78 16.86 14.13 45.49 19.92 30.09 10.46 25.29 9.49 16.49 13.53 16.60 6.11 16.19 25.09 14.81 16.05 35.64
Yield(%) 0.00 13.65 8.91 5.46 14.10 15.28 15.46 0.00 14.03 5.76 0.00 0.00 7.52 8.36 2.11 1.21 10.58 1.26 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 09/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BGSRX (BlackRock Science & Technology Opportuni) -3.08%
Dec 2020 – Dec 2023
6.38%
Feb 2011 – Feb 2016
14.93%
Mar 2010 – Mar 2020
15.53%
Mar 2010 – Mar 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BGSRX (BlackRock Science & Technology Opportuni) 42.22%
Dec 2018 – Dec 2021
38.26%
Feb 2016 – Feb 2021
24.43%
May 2016 – May 2026
19.59%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return