BlackRock Technology Opportunities Fund Investor A (BGSAX)
Fund Info
| ISIN | US0919295701 |
|---|---|
| CUSIP | 91929570 |
| Issuer | Blackrock |
| Inception Date | Apr 15, 2000 |
| Category | Technology Equities |
| Home Page | www.blackrock.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
BGSAX has a high expense ratio of 1.20%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BlackRock Technology Opportunities Fund Investor A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
BlackRock Technology Opportunities Fund Investor A had a return of 35.38% year-to-date (YTD) and 47.76% in the last 12 months. Over the past 10 years, BlackRock Technology Opportunities Fund Investor A had an annualized return of 17.00%, outperforming the S&P 500 benchmark which had an annualized return of 11.43%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 35.38% | 25.82% |
| 1 month | 2.91% | 3.20% |
| 6 months | 19.46% | 14.94% |
| 1 year | 47.76% | 35.92% |
| 5 years (annualized) | 16.93% | 14.22% |
| 10 years (annualized) | 17.00% | 11.43% |
Monthly Returns
The table below presents the monthly returns of BGSAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.26% | 8.71% | 1.23% | -5.78% | 7.75% | 8.51% | -4.01% | 2.10% | 3.22% | -0.35% | 35.38% | ||
| 2023 | 11.94% | -0.39% | 7.58% | -3.07% | 9.13% | 6.09% | 3.87% | -2.18% | -6.74% | -2.29% | 14.06% | 4.88% | 49.09% |
| 2022 | -14.08% | -4.73% | 2.15% | -14.92% | -3.65% | -11.07% | 13.73% | -4.85% | -11.95% | 1.58% | 5.67% | -8.78% | -43.13% |
| 2021 | 2.69% | 0.93% | -5.95% | 4.40% | -2.46% | 8.19% | -2.64% | 3.04% | -6.11% | 7.07% | -1.93% | -5.49% | 0.38% |
| 2020 | 4.76% | -2.48% | -10.77% | 16.16% | 12.46% | 10.33% | 9.79% | 7.71% | -2.80% | 0.35% | 13.60% | 2.85% | 77.08% |
| 2019 | 12.44% | 5.03% | 3.55% | 6.16% | -6.71% | 7.23% | 3.55% | -1.93% | -4.03% | 3.14% | 5.45% | 2.86% | 41.58% |
| 2018 | 10.01% | -0.08% | -1.23% | -0.66% | 6.58% | 1.32% | 0.44% | 7.22% | -0.40% | -12.44% | 0.35% | -8.12% | 0.84% |
| 2017 | 7.07% | 3.06% | 3.86% | 3.87% | 6.43% | -1.57% | 5.95% | 3.18% | 2.61% | 6.64% | 0.74% | -7.97% | 38.32% |
| 2016 | -7.35% | -3.70% | 7.61% | -2.59% | 5.26% | -2.02% | 8.20% | 2.74% | 4.01% | -1.51% | -1.47% | -1.50% | 6.60% |
| 2015 | -1.59% | 7.18% | -0.26% | 1.12% | 4.30% | -2.00% | 1.34% | -6.35% | -1.48% | 8.17% | 1.51% | -0.37% | 11.22% |
| 2014 | 0.75% | 7.62% | -6.32% | -6.96% | 4.86% | 4.56% | -2.11% | 3.93% | -3.28% | 4.35% | 2.62% | -0.48% | 8.65% |
| 2013 | 3.38% | 0.00% | 1.58% | -1.25% | 4.42% | -1.31% | 6.02% | 2.21% | 9.32% | 4.82% | 3.45% | 5.56% | 44.93% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BGSAX is 47, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for BlackRock Technology Opportunities Fund Investor A (BGSAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the BlackRock Technology Opportunities Fund Investor A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the BlackRock Technology Opportunities Fund Investor A was 73.76%, occurring on Oct 7, 2002. Recovery took 2793 trading sessions.
The current BlackRock Technology Opportunities Fund Investor A drawdown is 0.55%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.76% | Sep 29, 2000 | 503 | Oct 7, 2002 | 2793 | Nov 15, 2013 | 3296 |
| -51.57% | Feb 16, 2021 | 421 | Oct 14, 2022 | 519 | Nov 7, 2024 | 940 |
| -30.06% | Feb 20, 2020 | 18 | Mar 16, 2020 | 45 | May 19, 2020 | 63 |
| -26.11% | Aug 30, 2018 | 80 | Dec 24, 2018 | 73 | Apr 10, 2019 | 153 |
| -17.97% | Jul 22, 2015 | 140 | Feb 9, 2016 | 110 | Jul 18, 2016 | 250 |
Volatility
Volatility Chart
The current BlackRock Technology Opportunities Fund Investor A volatility is 6.47%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.