PortfoliosLab logo
BlackRock Event Driven Equity Fund (BILPX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US09250J7349

CUSIP

09250J734

Issuer

Blackrock

Inception Date

Dec 18, 2007

Category

Event Driven

Min. Investment

$2,000,000

Asset Class

Alternatives

Expense Ratio

BILPX has a high expense ratio of 1.16%, indicating above-average management fees.


Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
BILPX vs. VOO BILPX vs. VTI
Popular comparisons:

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in BlackRock Event Driven Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%50.00%100.00%150.00%200.00%250.00%300.00%350.00%December2025FebruaryMarchAprilMay
11.11%
287.63%
BILPX (BlackRock Event Driven Equity Fund)
Benchmark (^GSPC)

Returns By Period

BlackRock Event Driven Equity Fund (BILPX) returned 3.40% year-to-date (YTD) and 4.52% over the past 12 months. Over the past 10 years, BILPX returned -3.13% annually, underperforming the S&P 500 benchmark at 10.45%.


BILPX

YTD

3.40%

1M

1.97%

6M

2.68%

1Y

4.52%

5Y*

2.49%

10Y*

-3.13%

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.20%0.40%-0.10%1.38%0.49%3.40%
2024-0.50%0.81%0.40%-0.89%0.50%-0.10%2.00%0.39%0.20%-1.07%1.18%-1.18%1.69%
20231.45%-0.41%-0.31%0.21%-2.46%1.68%1.24%0.61%-0.30%-1.32%2.58%2.42%5.38%
2022-0.70%1.02%-0.20%-0.71%-0.30%-1.12%0.93%0.61%-1.22%1.54%0.10%-1.29%-1.39%
2021-0.10%0.30%0.50%1.79%0.68%-0.58%-3.77%0.31%0.00%0.10%-0.10%0.71%-0.26%
20200.21%-0.21%-5.06%4.24%1.25%0.21%-1.85%0.94%-0.10%0.73%2.27%0.71%3.10%
20191.39%0.21%0.63%1.26%-0.52%1.14%1.13%0.20%0.20%0.51%0.40%-2.27%4.32%
20181.00%0.22%-1.31%-0.55%1.78%1.42%-0.54%0.87%1.18%-0.74%2.47%-1.68%4.09%
20170.56%1.68%1.32%2.07%0.85%0.53%0.63%0.10%0.10%0.52%-1.77%-4.55%1.92%
20160.81%1.39%0.68%-2.04%1.04%0.11%-0.46%-0.11%1.03%-0.80%1.14%0.34%3.14%
2015-5.93%6.94%-1.57%-0.67%1.47%-1.06%-38.18%-1.30%-2.19%2.46%-0.76%-5.50%-43.37%
2014-3.91%3.48%1.57%-1.48%2.43%0.21%0.14%2.71%-1.42%3.02%2.33%-1.11%7.97%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BILPX is 74, 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 BILPX is 7474
Overall Rank
The Sharpe Ratio Rank of BILPX is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of BILPX is 8181
Sortino Ratio Rank
The Omega Ratio Rank of BILPX is 8484
Omega Ratio Rank
The Calmar Ratio Rank of BILPX is 3232
Calmar Ratio Rank
The Martin Ratio Rank of BILPX is 8989
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 Event Driven Equity Fund (BILPX) 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 Event Driven Equity Fund Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: 1.10
  • 5-Year: 0.59
  • 10-Year: -0.23
  • All Time: 0.03

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 Event Driven Equity Fund 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.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
1.10
0.44
BILPX (BlackRock Event Driven Equity Fund)
Benchmark (^GSPC)

Dividends

Dividend History

BlackRock Event Driven Equity Fund provided a 1.54% dividend yield over the last twelve months, with an annual payout of $0.16 per share.


0.00%0.50%1.00%1.50%2.00%$0.00$0.05$0.10$0.15$0.202018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018
Dividend$0.16$0.16$0.20$0.11$0.05$0.00$0.06$0.06

Dividend yield

1.54%1.59%1.99%1.17%0.45%0.00%0.57%0.64%

Monthly Dividends

The table displays the monthly dividend distributions for BlackRock Event Driven Equity Fund. 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$0.16$0.16
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.20$0.20
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.11$0.11
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.00$0.05
2020$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
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.06$0.06
2018$0.06$0.06

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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-29.24%
-7.88%
BILPX (BlackRock Event Driven Equity Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the BlackRock Event Driven Equity Fund. 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 Event Driven Equity Fund was 47.50%, occurring on Mar 9, 2009. Recovery took 536 trading sessions.

The current BlackRock Event Driven Equity Fund drawdown is 29.24%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-47.5%Dec 27, 2007300Mar 9, 2009536Apr 21, 2011836
-45.92%Dec 8, 2014277Jan 13, 2016
-25.48%Jul 8, 201161Oct 3, 2011238Sep 13, 2012299
-9.07%Sep 19, 201419Oct 15, 201412Oct 31, 201431
-8.54%Oct 5, 201228Nov 15, 201231Jan 2, 201359

Volatility

Volatility Chart

The current BlackRock Event Driven Equity Fund volatility is 1.57%, 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.


0.00%5.00%10.00%15.00%December2025FebruaryMarchAprilMay
1.57%
6.82%
BILPX (BlackRock Event Driven Equity Fund)
Benchmark (^GSPC)