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BlackRock Technology Opportunities Fund Investor A...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US0919295701

CUSIP

91929570

Issuer

Blackrock

Inception Date

Apr 15, 2000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

BGSAX has a high expense ratio of 1.20%, indicating above-average management fees.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


250.00%300.00%350.00%400.00%450.00%500.00%December2025FebruaryMarchAprilMay
446.86%
289.19%
BGSAX (BlackRock Technology Opportunities Fund Investor A)
Benchmark (^GSPC)

Returns By Period

BlackRock Technology Opportunities Fund Investor A (BGSAX) returned -6.20% year-to-date (YTD) and 7.39% over the past 12 months. Over the past 10 years, BGSAX delivered an annualized return of 14.89%, outperforming the S&P 500 benchmark at 10.43%.


BGSAX

YTD

-6.20%

1M

21.62%

6M

-10.97%

1Y

7.39%

5Y*

10.07%

10Y*

14.89%

^GSPC (Benchmark)

YTD

-3.70%

1M

13.67%

6M

-5.18%

1Y

9.18%

5Y*

14.14%

10Y*

10.43%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.10%-4.18%-11.05%3.30%4.36%-6.20%
20244.26%8.71%1.23%-5.78%7.75%8.51%-4.01%2.10%3.22%-0.35%5.58%-3.95%29.20%
202311.94%-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%
20212.69%0.93%-5.95%4.40%-2.46%8.19%-2.64%3.04%-6.11%7.07%-1.93%-5.49%0.38%
20204.76%-2.48%-10.77%16.16%12.46%10.33%9.79%7.71%-2.80%0.35%13.60%2.85%77.08%
201912.44%5.03%3.55%6.16%-6.71%7.23%3.55%-1.93%-4.03%3.14%5.45%2.86%41.58%
201810.01%-0.08%-1.23%-0.66%6.58%1.32%0.44%7.22%-0.40%-12.44%0.35%-8.12%0.84%
20177.07%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%
20140.75%7.62%-6.32%-6.96%4.86%4.56%-2.11%3.93%-3.28%4.35%2.62%-0.48%8.65%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BGSAX is 37, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BGSAX is 3737
Overall Rank
The Sharpe Ratio Rank of BGSAX is 3434
Sharpe Ratio Rank
The Sortino Ratio Rank of BGSAX is 3838
Sortino Ratio Rank
The Omega Ratio Rank of BGSAX is 3737
Omega Ratio Rank
The Calmar Ratio Rank of BGSAX is 4040
Calmar Ratio Rank
The Martin Ratio Rank of BGSAX is 3434
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current BlackRock Technology Opportunities Fund Investor A Sharpe ratio is 0.23. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of BlackRock Technology Opportunities Fund Investor A with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.23
0.48
BGSAX (BlackRock Technology Opportunities Fund Investor A)
Benchmark (^GSPC)

Dividends

Dividend History


BlackRock Technology Opportunities Fund Investor A doesn't pay dividends

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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-13.78%
-7.82%
BGSAX (BlackRock Technology Opportunities Fund Investor A)
Benchmark (^GSPC)

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 13.78%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-73.76%Sep 29, 2000503Oct 7, 20022793Nov 15, 20133296
-51.57%Feb 16, 2021421Oct 14, 2022519Nov 7, 2024940
-30.06%Feb 20, 202018Mar 16, 202045May 19, 202063
-29.11%Dec 9, 202482Apr 8, 2025
-26.11%Aug 30, 201880Dec 24, 201873Apr 10, 2019153

Volatility

Volatility Chart

The current BlackRock Technology Opportunities Fund Investor A volatility is 14.89%, 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.


0.00%5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
14.89%
11.21%
BGSAX (BlackRock Technology Opportunities Fund Investor A)
Benchmark (^GSPC)