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 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 -0.74% year-to-date (YTD) and 28.44% in the last 12 months. Over the past 10 years, BlackRock Technology Opportunities Institutional had an annualized return of 17.04%, outperforming the S&P 500 benchmark which had an annualized return of 11.24%.
BGSIX
-0.74%
-4.24%
-1.01%
28.44%
13.06%
17.04%
^GSPC (Benchmark)
-0.66%
-3.44%
3.10%
22.14%
12.04%
11.24%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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
With an overall rank of 76, BGSIX is among the top 24% of mutual funds on our website when it comes to balancing risk and reward. Below is 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.
Dividends
Dividend History
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.
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 2772 trading sessions.
The current BlackRock Technology Opportunities Institutional drawdown is 8.38%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.48% | Sep 29, 2000 | 503 | Oct 7, 2002 | 2772 | Oct 17, 2013 | 3275 |
| -51.12% | Feb 16, 2021 | 421 | Oct 14, 2022 | 434 | Jul 10, 2024 | 855 |
| -30.06% | Feb 20, 2020 | 18 | Mar 16, 2020 | 45 | May 19, 2020 | 63 |
| -25.98% | Aug 30, 2018 | 80 | Dec 24, 2018 | 73 | Apr 10, 2019 | 153 |
| -17.83% | Jul 22, 2015 | 140 | Feb 9, 2016 | 108 | Jul 14, 2016 | 248 |
Volatility
Volatility Chart
The current BlackRock Technology Opportunities Institutional volatility is 6.75%, 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.