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BlackRock Technology Opportunities Institutional (BGSIX)

Mutual Fund · Currency in USD · Last updated Mar 24, 2023

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in BlackRock Technology Opportunities Institutional in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $47,523 for a total return of roughly 375.23%. All prices are adjusted for splits and dividends.


150.00%200.00%250.00%300.00%350.00%400.00%NovemberDecember2023FebruaryMarch
375.23%
162.68%
BGSIX (BlackRock Technology Opportunities Institutional)
Benchmark (^GSPC)

S&P 500

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Return

BlackRock Technology Opportunities Institutional had a return of 16.21% year-to-date (YTD) and -20.61% in the last 12 months. Over the past 10 years, BlackRock Technology Opportunities Institutional had an annualized return of 18.48%, outperforming the S&P 500 benchmark which had an annualized return of 9.61%.


PeriodReturnBenchmark
1 month1.82%-3.20%
Year-To-Date16.21%2.84%
6 months5.87%4.19%
1 year-20.61%-12.48%
5 years (annualized)12.74%8.83%
10 years (annualized)18.48%9.61%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202311.97%-0.38%
2022-11.94%1.62%5.70%-8.79%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current BlackRock Technology Opportunities Institutional Sharpe ratio is -0.59. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.40-1.20-1.00-0.80-0.60-0.40-0.20NovemberDecember2023FebruaryMarch
-0.59
-0.54
BGSIX (BlackRock Technology Opportunities Institutional)
Benchmark (^GSPC)

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.


PeriodTTM2022202120202019201820172016
Dividend$0.00$0.00$5.10$2.91$0.51$0.30$1.97$0.20

Dividend yield

0.00%0.00%7.69%4.79%1.56%1.32%8.90%1.36%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$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$2.65$0.00$0.00$0.00$0.00$2.45
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 Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-50.00%-40.00%-30.00%-20.00%-10.00%NovemberDecember2023FebruaryMarch
-38.91%
-17.68%
BGSIX (BlackRock Technology Opportunities Institutional)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the BlackRock Technology Opportunities Institutional. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the BlackRock Technology Opportunities Institutional is 73.48%, recorded on Oct 7, 2002. It took 2776 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-73.48%Sep 29, 2000505Oct 7, 20022776Oct 17, 20133281
-49.11%Nov 17, 2021229Oct 14, 2022
-30.06%Feb 20, 202018Mar 16, 202045May 19, 202063
-25.16%Aug 30, 201880Dec 24, 201859Mar 21, 2019139
-19.82%Feb 16, 202162May 13, 2021122Nov 4, 2021184
-17.83%Jul 22, 2015142Feb 11, 2016107Jul 15, 2016249
-16.52%Mar 7, 201444May 8, 2014193Feb 12, 2015237
-10.94%Sep 3, 20203Sep 8, 202024Oct 12, 202027
-10.67%Jan 29, 20189Feb 8, 201811Feb 26, 201820
-10.37%Jul 29, 201947Oct 2, 201940Nov 27, 201987

Volatility Chart

Current BlackRock Technology Opportunities Institutional volatility is 21.65%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%60.00%NovemberDecember2023FebruaryMarch
21.65%
19.59%
BGSIX (BlackRock Technology Opportunities Institutional)
Benchmark (^GSPC)