Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSMIX (BlackRock Small/Mid Cap Index Fund Instl) | 14.93% | 29.90% | 16.56% | 6.82% | 11.40% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSMIX (BlackRock Small/Mid Cap Index Fund Instl) | 08/18/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.64 | 29.90 | 16.56 | 6.82 | 11.40 | NA | NA | … | … | 14.93 | 11.92 | 12.03 | 17.15 | -18.40 | 18.00 | 20.28 | 27.60 | -10.18 | 16.69 | 17.92 | -6.52 |
| Sharpe Ratio | NA | 1.69 | 0.75 | 0.21 | 0.45 | NA | NA | … | … | 1.84 | 0.41 | 0.48 | 0.73 | -0.73 | 0.95 | 0.50 | 1.84 | -0.67 | 1.61 | 1.06 | -0.85 |
| Standard Deviation(%) | NA | 17.75 | 19.37 | 21.01 | 21.77 | NA | NA | … | … | 19.83 | 21.92 | 17.47 | 18.55 | 27.29 | 18.98 | 40.18 | 14.22 | 17.23 | 10.03 | 16.65 | 19.47 |
| Draw Down(%) | NA | 9.39 | 25.49 | 28.33 | 41.32 | NA | NA | … | … | 9.39 | 22.85 | 8.57 | 16.13 | 24.77 | 10.19 | 41.32 | 7.81 | 24.87 | 5.19 | 14.51 | 10.90 |
| Yield(%) | 0.00 | 2.97 | 2.48 | 2.86 | 4.63 | 3.05 | 2.29 | … | … | 0.00 | 3.15 | 2.25 | 1.59 | 3.82 | 5.45 | 5.07 | 3.51 | 3.71 | 3.16 | 1.73 | 0.61 |
Data as of 06/10/2026, Common starting date is 08/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMIX (BlackRock Small/Mid Cap Index Fund Instl) |
-3.14%
Mar 2017 – Mar 2020 |
4.46%
Sep 2018 – Sep 2023 |
9.91%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMIX (BlackRock Small/Mid Cap Index Fund Instl) |
21.89%
Dec 2018 – Dec 2021 |
17.39%
Feb 2016 – Feb 2021 |
12.01%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart