Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSMDX (BlackRock SMID-Cap Growth Equity Fund Institutional) | NA | 6.36% | 5.70% | NA | NA | NA | NA | … | … |
Data as of 06/24/2025, Common starting date is 07/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSMDX (BlackRock SMID-Cap Growth Equity Fund Institutional) | 07/01/2021 | 06/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.36 | 5.70 | NA | NA | NA | NA | … | … | -1.69 | 10.02 | 19.15 | -42.63 | -6.93 |
| Sharpe Ratio | NA | 0.11 | 0.09 | NA | NA | NA | NA | … | … | -0.20 | 0.18 | 0.74 | -1.07 | -0.56 |
| Standard Deviation(%) | NA | 27.29 | 25.05 | NA | NA | NA | NA | … | … | 33.71 | 19.10 | 20.38 | 41.19 | 23.62 |
| Draw Down(%) | NA | 29.21 | 29.21 | NA | NA | NA | NA | … | … | 28.58 | 13.82 | 20.03 | 46.98 | 20.59 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/24/2025, Common starting date is 07/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMDX (BlackRock SMID-Cap Growth Equity Fund Institutional) |
-15.04%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMDX (BlackRock SMID-Cap Growth Equity Fund Institutional) |
4.22%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart