Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSMKX (BlackRock Small/Mid Cap Index Fund CL K) | 14.99% | 29.95% | 16.61% | 6.87% | 11.45% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSMKX (BlackRock Small/Mid Cap Index Fund CL K) | 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 | 29.95 | 16.61 | 6.87 | 11.45 | NA | NA | … | … | 14.99 | 11.92 | 12.09 | 17.20 | -18.35 | 18.05 | 20.33 | 27.67 | -10.14 | 16.75 | 17.95 | -6.49 |
| Sharpe Ratio | NA | 1.72 | 0.76 | 0.22 | 0.45 | NA | NA | … | … | 1.89 | 0.41 | 0.48 | 0.74 | -0.73 | 0.95 | 0.50 | 1.84 | -0.67 | 1.61 | 1.06 | -0.85 |
| Standard Deviation(%) | NA | 17.53 | 19.29 | 20.97 | 21.75 | NA | NA | … | … | 19.33 | 21.92 | 17.46 | 18.50 | 27.31 | 18.98 | 40.19 | 14.25 | 17.22 | 10.01 | 16.69 | 19.47 |
| Draw Down(%) | NA | 9.39 | 25.48 | 28.31 | 41.32 | NA | NA | … | … | 9.39 | 22.85 | 8.56 | 16.11 | 24.75 | 10.19 | 41.32 | 7.81 | 24.85 | 5.11 | 14.51 | 10.90 |
| Yield(%) | 0.00 | 3.01 | 2.53 | 2.90 | 4.70 | 3.10 | 2.32 | … | … | 0.00 | 3.20 | 2.30 | 1.64 | 3.87 | 5.50 | 5.11 | 3.58 | 3.75 | 3.20 | 1.76 | 0.64 |
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 |
|---|---|---|---|---|
| BSMKX (BlackRock Small/Mid Cap Index Fund CL K) |
-3.05%
Mar 2017 – Mar 2020 |
4.51%
Sep 2018 – Sep 2023 |
9.96%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSMKX (BlackRock Small/Mid Cap Index Fund CL K) |
21.95%
Dec 2018 – Dec 2021 |
17.44%
Feb 2016 – Feb 2021 |
12.06%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart