BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX)
The investment seeks to provide total return. Under normal circumstances, the fund seeks to invest at least 80% of its net assets plus any borrowings for investment purposes in U.S. equity securities, which include common stock, preferred stock and convertible securities. Generally, it will invest in equities or other financial instruments that are components of, or have market capitalizations similar to the securities included in, the benchmark.
Fund Info
US0919361206
091936120
Oct 5, 2015
$2,000,000
Large-Cap
Blend
Expense Ratio
BIRIX features an expense ratio of 0.48%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BlackRock Sustainable Advantage Large Cap Core Fund, 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 Sustainable Advantage Large Cap Core Fund had a return of 6.28% year-to-date (YTD) and 6.55% in the last 12 months.
BIRIX
6.28%
-5.09%
-8.64%
6.55%
9.17%
N/A
^GSPC (Benchmark)
23.11%
-0.36%
7.02%
23.15%
12.80%
11.01%
Monthly Returns
The table below presents the monthly returns of BIRIX, 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 | 1.79% | 4.73% | 3.86% | -4.39% | 5.49% | 3.82% | -9.55% | 2.38% | 2.13% | -1.41% | 6.13% | 6.28% | |
| 2023 | 6.66% | -2.60% | 3.32% | 1.09% | -0.06% | 6.65% | 2.99% | -1.61% | -4.54% | -2.21% | 9.51% | 4.80% | 25.55% |
| 2022 | -5.82% | -3.37% | 2.79% | -8.47% | 0.29% | -8.54% | 8.66% | -3.97% | -9.11% | 8.64% | 5.70% | -6.15% | -19.73% |
| 2021 | -0.53% | 3.20% | 4.20% | 4.91% | 1.31% | 2.18% | -1.97% | 2.44% | -4.61% | 7.07% | -0.69% | 2.56% | 21.34% |
| 2020 | 0.14% | -7.91% | -13.56% | 13.60% | 5.60% | 3.20% | 4.89% | 7.22% | -3.96% | -2.10% | 12.45% | 1.40% | 18.98% |
| 2019 | 9.02% | 3.73% | 1.41% | 3.93% | -6.23% | 6.65% | 0.83% | -2.00% | 1.73% | 2.15% | 3.63% | 3.40% | 31.16% |
| 2018 | 5.26% | -3.60% | -1.60% | 0.46% | 2.86% | 0.60% | -0.68% | 3.70% | 0.07% | -7.70% | 1.73% | -11.67% | -11.28% |
| 2017 | 1.60% | 3.51% | 0.76% | 1.18% | 0.25% | 1.08% | -0.45% | 0.17% | 2.73% | 2.49% | 2.98% | -0.84% | 16.47% |
| 2016 | -5.64% | 0.10% | 7.33% | 0.49% | 1.85% | -0.19% | 4.38% | 0.28% | -0.09% | -1.93% | 4.97% | 1.18% | 12.79% |
| 2015 | 4.00% | 0.48% | -2.73% | 1.65% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BIRIX is 18, meaning it’s performing worse than 82% of other 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 Sustainable Advantage Large Cap Core Fund (BIRIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
BlackRock Sustainable Advantage Large Cap Core Fund provided a 0.91% dividend yield over the last twelve months, with an annual payout of $0.19 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.19 | $0.20 | $0.20 | $0.12 | $0.16 | $0.42 | $0.17 | $0.16 | $0.17 | $0.06 |
Dividend yield | 0.91% | 1.01% | 1.22% | 0.56% | 0.94% | 2.94% | 1.50% | 1.22% | 1.50% | 0.54% |
Monthly Dividends
The table displays the monthly dividend distributions for BlackRock Sustainable Advantage Large Cap Core Fund. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.19 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.20 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.20 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.12 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.16 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.42 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.17 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.16 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.17 |
| 2015 | $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.
Worst Drawdowns
The table below displays the maximum drawdowns of the BlackRock Sustainable Advantage Large Cap Core 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 Sustainable Advantage Large Cap Core Fund was 34.67%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current BlackRock Sustainable Advantage Large Cap Core Fund drawdown is 11.50%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.67% | Feb 20, 2020 | 23 | Mar 23, 2020 | 95 | Aug 6, 2020 | 118 |
| -26.44% | Nov 17, 2021 | 219 | Sep 30, 2022 | 326 | Jan 19, 2024 | 545 |
| -22.77% | Sep 21, 2018 | 65 | Dec 24, 2018 | 131 | Jul 3, 2019 | 196 |
| -18.41% | Jul 17, 2024 | 14 | Aug 5, 2024 | — | — | — |
| -14.85% | Nov 4, 2015 | 68 | Feb 11, 2016 | 77 | Jun 2, 2016 | 145 |
Volatility
Volatility Chart
The current BlackRock Sustainable Advantage Large Cap Core Fund volatility is 6.35%, 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.