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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.
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Returns By Period
BlackRock Technology Opportunities Institutional (BGSIX) has returned -10.51% so far this year and 23.26% over the past 12 months. Looking at the last ten years, BGSIX has achieved an annualized return of 20.45%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.
BlackRock Technology Opportunities Institutional
- 1D
- -1.97%
- 1M
- -11.18%
- YTD
- -10.51%
- 6M
- -11.50%
- 1Y
- 23.26%
- 3Y*
- 23.32%
- 5Y*
- 7.37%
- 10Y*
- 20.45%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since May 15, 2000, BGSIX's average daily return is +0.05%, while the average monthly return is +0.98%. At this rate, your investment would double in approximately 5.9 years.
Historically, 57% of months were positive and 43% were negative. The best month was Jun 2000 with a return of +18.8%, while the worst month was Sep 2001 at -22.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 7 months.
On a daily basis, BGSIX closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +13.0%, while the worst single day was Mar 16, 2020 at -12.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.28% | -1.49% | -11.18% | -10.51% | |||||||||
| 2025 | 2.12% | -4.15% | -11.05% | 3.32% | 11.31% | 9.47% | 3.07% | 0.06% | 7.27% | 6.37% | -6.27% | -0.81% | 19.92% |
| 2024 | 4.29% | 8.72% | 1.26% | -5.77% | 7.78% | 8.53% | -4.01% | 0.59% | 4.82% | -0.32% | 5.60% | 4.06% | 40.31% |
| 2023 | 11.97% | -0.38% | 7.61% | -3.04% | 9.14% | 6.12% | 3.89% | -2.15% | -6.74% | -2.27% | 14.10% | 4.89% | 49.49% |
| 2022 | -14.05% | -4.71% | 2.17% | -14.90% | -3.62% | -11.05% | 13.74% | -4.83% | -11.94% | 1.62% | 5.70% | -8.79% | -42.99% |
| 2021 | 2.72% | 0.94% | -5.92% | 4.40% | -2.43% | 8.21% | 1.09% | 3.07% | -6.09% | 7.09% | -1.90% | -1.88% | 8.45% |
Benchmark Metrics
BlackRock Technology Opportunities Institutional has an annualized alpha of 3.77%, beta of 1.09, and R² of 0.72 versus S&P 500 Index. Calculated based on daily prices since May 16, 2000.
- This fund captured 141.03% of S&P 500 Index gains and 118.39% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 3.77% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
- With beta of 1.09 and R² of 0.72, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 3.77%
- Beta
- 1.09
- R²
- 0.72
- Upside Capture
- 141.03%
- Downside Capture
- 118.39%
Expense Ratio
BGSIX has a high expense ratio of 0.93%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
BGSIX ranks 34 for risk / return — below 34% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for BlackRock Technology Opportunities Institutional (BGSIX) and compare them to a chosen benchmark (S&P 500 Index).
| BGSIX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.90 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.39 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.21 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.40 | -0.43 |
Martin ratioReturn relative to average drawdown | 2.93 | 6.61 | -3.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore BGSIX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
BlackRock Technology Opportunities Institutional provided a 13.59% dividend yield over the last twelve months, with an annual payout of $9.47 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $9.47 | $9.47 | $5.72 | $0.00 | $0.00 | $4.69 | $2.91 | $0.51 | $0.30 | $1.97 | $0.20 |
Dividend yield | 13.59% | 12.16% | 7.82% | 0.00% | 0.00% | 7.12% | 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.40 | $0.00 | $0.00 | $0.00 | $0.00 | $5.07 | $9.47 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.72 | $5.72 |
| 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 | $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 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.45 | $0.00 | $0.00 | $0.00 | $0.00 | $2.24 | $4.69 |
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.
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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 2777 trading sessions.
The current BlackRock Technology Opportunities Institutional drawdown is 18.42%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.48% | Sep 29, 2000 | 505 | Oct 7, 2002 | 2777 | Oct 17, 2013 | 3282 |
| -49.11% | Nov 17, 2021 | 229 | Oct 14, 2022 | 419 | Jun 17, 2024 | 648 |
| -30.06% | Feb 20, 2020 | 18 | Mar 16, 2020 | 45 | May 19, 2020 | 63 |
| -27.73% | Feb 19, 2025 | 34 | Apr 8, 2025 | 53 | Jun 25, 2025 | 87 |
| -25.17% | Aug 30, 2018 | 80 | Dec 24, 2018 | 59 | Mar 21, 2019 | 139 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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