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BlackRock Technology Opportunities Institutional (...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US0919296121

CUSIP

91929612

Issuer

Blackrock

Inception Date

May 15, 2000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

BGSIX has a high expense ratio of 0.93%, 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


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Returns By Period

BlackRock Technology Opportunities Institutional (BGSIX) returned -2.74% year-to-date (YTD) and 11.52% over the past 12 months. Over the past 10 years, BGSIX delivered an annualized return of 15.66%, outperforming the S&P 500 benchmark at 10.69%.


BGSIX

YTD

-2.74%

1M

14.39%

6M

-6.77%

1Y

11.52%

5Y*

11.83%

10Y*

15.66%

^GSPC (Benchmark)

YTD

-0.64%

1M

8.97%

6M

-2.62%

1Y

11.90%

5Y*

15.76%

10Y*

10.69%

*Annualized

Monthly Returns

The table below presents the monthly returns of BGSIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.12%-4.15%-11.05%3.32%8.13%-2.74%
20244.29%8.72%1.26%-5.77%7.78%8.53%-4.01%2.14%3.23%-0.32%5.60%-3.55%30.05%
202311.97%-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%
20212.72%0.94%-5.92%4.40%-2.43%8.21%-2.45%3.07%-6.09%7.09%-1.90%-5.18%1.14%
20204.79%-2.45%-10.75%16.16%12.49%10.37%9.81%7.72%-2.78%0.38%13.63%3.28%78.23%
201912.48%5.04%3.59%6.16%-6.70%7.28%3.56%-1.90%-4.00%3.16%5.50%2.99%42.13%
201810.02%-0.07%-1.22%-0.62%6.55%1.37%0.47%7.21%-0.38%-12.41%0.36%-8.04%1.14%
20177.11%3.11%3.86%3.91%6.42%-1.55%5.95%3.22%2.64%6.67%0.77%-7.69%39.09%
2016-7.37%-3.66%7.60%-2.56%5.31%-1.96%8.17%2.74%4.08%-1.52%-1.43%-1.40%6.96%
2015-1.57%7.23%-0.25%1.12%4.35%-1.94%1.32%-6.33%-1.45%8.26%1.48%-0.29%11.62%
20140.78%7.62%-6.30%-6.93%4.89%4.59%-2.12%3.99%-3.23%4.38%2.67%-0.52%8.96%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BGSIX is 54, 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 BGSIX is 5454
Overall Rank
The Sharpe Ratio Rank of BGSIX is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of BGSIX is 5555
Sortino Ratio Rank
The Omega Ratio Rank of BGSIX is 5454
Omega Ratio Rank
The Calmar Ratio Rank of BGSIX is 6262
Calmar Ratio Rank
The Martin Ratio Rank of BGSIX is 5050
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 Institutional (BGSIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

BlackRock Technology Opportunities Institutional Sharpe ratios as of May 13, 2025 (values are recalculated daily):

  • 1-Year: 0.36
  • 5-Year: 0.42
  • 10-Year: 0.61
  • All Time: 0.31

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of BlackRock Technology Opportunities Institutional compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

BlackRock Technology Opportunities Institutional provided a 4.02% dividend yield over the last twelve months, with an annual payout of $2.86 per share.


0.00%2.00%4.00%6.00%8.00%$0.00$1.00$2.00$3.00$4.00201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019201820172016
Dividend$2.86$2.86$0.00$0.00$4.48$2.91$0.51$0.30$1.97$0.20

Dividend yield

4.02%3.91%0.00%0.00%6.80%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.86$2.86
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$2.24$0.00$0.00$0.00$0.00$2.24$4.48
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$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$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$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$1.97
2016$0.20$0.20

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 2776 trading sessions.

The current BlackRock Technology Opportunities Institutional drawdown is 10.22%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-73.48%Sep 29, 2000505Oct 7, 20022776Oct 17, 20133281
-51.12%Feb 16, 2021421Oct 14, 2022431Jul 10, 2024852
-30.06%Feb 20, 202018Mar 16, 202045May 19, 202063
-28.77%Dec 9, 202482Apr 8, 2025
-25.98%Aug 30, 201880Dec 24, 201873Apr 10, 2019153

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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