BlackRock Technology Opportunities Institutional (BGSIX)
Fund Info
| ISIN | US0919296121 |
|---|---|
| CUSIP | 91929612 |
| Issuer | Blackrock |
| Inception Date | May 15, 2000 |
| Category | Technology Equities |
| Home Page | www.blackrock.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
The BlackRock Technology Opportunities Institutional has a high expense ratio of 0.93%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BlackRock Technology Opportunities Institutional, 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 Institutional had a return of 11.23% year-to-date (YTD) and 41.12% in the last 12 months. Over the past 10 years, BlackRock Technology Opportunities Institutional had an annualized return of 19.22%, outperforming the S&P 500 benchmark which had an annualized return of 10.53%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.23% | 6.12% |
| 1 month | -2.36% | -1.08% |
| 6 months | 26.22% | 15.73% |
| 1 year | 41.12% | 22.34% |
| 5 years (annualized) | 17.04% | 11.82% |
| 10 years (annualized) | 19.22% | 10.53% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 4.29% | 8.72% | 1.26% | |||||||||
| 2023 | -6.74% | -2.27% | 14.10% | 4.89% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
BlackRock Technology Opportunities Institutional(BGSIX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for BlackRock Technology Opportunities Institutional (BGSIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
BlackRock Technology Opportunities Institutional granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $4.48 | $2.91 | $0.51 | $0.30 | $1.97 | $0.20 |
Dividend yield | 0.00% | 0.00% | 0.00% | 6.76% | 4.47% | 1.39% | 1.15% | 7.72% | 1.10% |
Monthly Dividends
The table displays the monthly dividend distributions for BlackRock Technology Opportunities Institutional. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.24 | $0.00 | $0.00 | $0.00 | $0.00 | $2.24 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.91 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.97 |
| 2016 | $0.20 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the BlackRock Technology Opportunities Institutional. 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 Institutional was 73.48%, occurring on Oct 7, 2002. Recovery took 2776 trading sessions.
The current BlackRock Technology Opportunities Institutional drawdown is 12.58%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.48% | Sep 29, 2000 | 505 | Oct 7, 2002 | 2776 | Oct 17, 2013 | 3281 |
| -49.11% | Nov 17, 2021 | 229 | Oct 14, 2022 | — | — | — |
| -30.06% | Feb 20, 2020 | 18 | Mar 16, 2020 | 45 | May 19, 2020 | 63 |
| -25.16% | Aug 30, 2018 | 80 | Dec 24, 2018 | 59 | Mar 21, 2019 | 139 |
| -19.82% | Feb 16, 2021 | 62 | May 13, 2021 | 122 | Nov 4, 2021 | 184 |
Volatility
Volatility Chart
The current BlackRock Technology Opportunities Institutional volatility is 5.73%, 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.