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.
Share Price Chart
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Performance
The chart shows the growth of $10,000 invested in BlackRock Sustainable Advantage Large Cap Core Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $23,170 for a total return of roughly 131.70%. All prices are adjusted for splits and dividends.
Compare to other instruments
Return
BlackRock Sustainable Advantage Large Cap Core Fund had a return of 2.84% year-to-date (YTD) and -10.78% in the last 12 months. Over the past 10 years, BlackRock Sustainable Advantage Large Cap Core Fund had an annualized return of 11.95%, outperforming the S&P 500 benchmark which had an annualized return of 9.67%.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -3.92% | -3.13% |
| Year-To-Date | 2.84% | 2.92% |
| 6 months | 2.77% | 2.02% |
| 1 year | -10.78% | -11.46% |
| 5 years (annualized) | 9.84% | 7.79% |
| 10 years (annualized) | 11.95% | 9.67% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 6.66% | -2.60% | ||||||||||
| 2022 | -9.11% | 8.64% | 5.70% | -6.15% |
Dividend History
BlackRock Sustainable Advantage Large Cap Core Fund granted a 1.18% dividend yield in the last twelve months. The annual payout for that period amounted to $0.20 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.20 | $0.20 | $1.33 | $0.72 | $0.52 | $1.00 | $0.70 | $0.31 | $0.07 |
Dividend yield | 1.18% | 1.22% | 6.56% | 4.62% | 4.12% | 10.33% | 6.87% | 3.74% | 0.89% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | ||||||||||
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.91 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 |
| 2015 | $0.07 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the BlackRock Sustainable Advantage Large Cap Core Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the BlackRock Sustainable Advantage Large Cap Core Fund is 34.67%, recorded on Mar 23, 2020. It took 95 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.67% | Feb 20, 2020 | 23 | Mar 23, 2020 | 95 | Aug 6, 2020 | 118 |
| -25.88% | Dec 30, 2021 | 190 | Sep 30, 2022 | — | — | — |
| -20.61% | Sep 21, 2018 | 65 | Dec 24, 2018 | 81 | Apr 23, 2019 | 146 |
| -14.77% | Nov 4, 2015 | 68 | Feb 11, 2016 | 77 | Jun 2, 2016 | 145 |
| -10.04% | Jan 29, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
| -9.95% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -6.73% | May 6, 2019 | 20 | Jun 3, 2019 | 13 | Jun 20, 2019 | 33 |
| -6.19% | Jul 29, 2019 | 6 | Aug 5, 2019 | 58 | Oct 25, 2019 | 64 |
| -6.13% | Jun 9, 2016 | 13 | Jun 27, 2016 | 8 | Jul 8, 2016 | 21 |
| -5.15% | Sep 3, 2021 | 21 | Oct 4, 2021 | 11 | Oct 19, 2021 | 32 |
Volatility Chart
Current BlackRock Sustainable Advantage Large Cap Core Fund volatility is 22.02%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.