BlackRock Technology Opportunities Institutional (BGSIX)
Fund Info
US0919296121
91929612
May 15, 2000
Large-Cap
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
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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
-2.74%
14.39%
-6.77%
11.52%
11.83%
15.66%
^GSPC (Benchmark)
-0.64%
8.97%
-2.62%
11.90%
15.76%
10.69%
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.12% | -4.15% | -11.05% | 3.32% | 8.13% | -2.74% | |||||||
| 2024 | 4.29% | 8.72% | 1.26% | -5.77% | 7.78% | 8.53% | -4.01% | 2.14% | 3.23% | -0.32% | 5.60% | -3.55% | 30.05% |
| 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% | -2.45% | 3.07% | -6.09% | 7.09% | -1.90% | -5.18% | 1.14% |
| 2020 | 4.79% | -2.45% | -10.75% | 16.16% | 12.49% | 10.37% | 9.81% | 7.72% | -2.78% | 0.38% | 13.63% | 3.28% | 78.23% |
| 2019 | 12.48% | 5.04% | 3.59% | 6.16% | -6.70% | 7.28% | 3.56% | -1.90% | -4.00% | 3.16% | 5.50% | 2.99% | 42.13% |
| 2018 | 10.02% | -0.07% | -1.22% | -0.62% | 6.55% | 1.37% | 0.47% | 7.21% | -0.38% | -12.41% | 0.36% | -8.04% | 1.14% |
| 2017 | 7.11% | 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% |
| 2014 | 0.78% | 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.
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.
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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.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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, 2000 | 505 | Oct 7, 2002 | 2776 | Oct 17, 2013 | 3281 |
| -51.12% | Feb 16, 2021 | 421 | Oct 14, 2022 | 431 | Jul 10, 2024 | 852 |
| -30.06% | Feb 20, 2020 | 18 | Mar 16, 2020 | 45 | May 19, 2020 | 63 |
| -28.77% | Dec 9, 2024 | 82 | Apr 8, 2025 | — | — | — |
| -25.98% | Aug 30, 2018 | 80 | Dec 24, 2018 | 73 | Apr 10, 2019 | 153 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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