- ISIN
- US0919361206
- CUSIP
- 091936120
- Issuer
- BlackRock
- Inception Date
- Oct 5, 2015
- Category
- Large Cap Blend Equities
- Min. Investment
- $2,000,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
BIRIX Performance Chart
BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX) is up 12.3% since the beginning of the year. BIRIX is currently trading at $27 per share. Investors who bought $1,000 worth of BIRIX shares 5 years ago would now be looking at an investment worth $1,862.
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Returns By Period
BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX) has returned 12.33% so far this year and 31.15% over the past 12 months. Looking at the last ten years, BIRIX has achieved an annualized return of 15.60%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
BlackRock Sustainable Advantage Large Cap Core Fund
- 1D
- 0.84%
- 1M
- 1.49%
- YTD
- 12.33%
- 6M
- 11.71%
- 1Y
- 31.15%
- 3Y*
- 21.12%
- 5Y*
- 13.24%
- 10Y*
- 15.60%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
BIRIX Monthly Returns History
Based on dividend-adjusted daily data since Jan 4, 2016, BIRIX's average daily return is +0.06%, while the average monthly return is +1.30%. At this rate, an investment would double in approximately 4.5 years.
Historically, 70% of months were positive and 30% were negative. The best month was Apr 2020 with a return of +13.6%, while the worst month was Mar 2020 at -13.6%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 3 months.
On a daily basis, BIRIX closed higher 53% of trading days. The best single day was Jul 18, 2024 with a return of +10.0%, while the worst single day was Mar 16, 2020 at -12.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.27% | -0.46% | -4.50% | 10.47% | 5.66% | -0.04% | 12.33% | ||||||
| 2025 | 3.30% | -1.96% | -6.24% | -0.35% | 6.53% | 5.14% | 2.16% | 2.38% | 3.87% | 2.83% | 0.08% | 0.39% | 18.97% |
| 2024 | 1.79% | 4.73% | 3.86% | -4.39% | 5.49% | 3.82% | 0.51% | 2.38% | 2.13% | -1.41% | 6.13% | -4.43% | 21.83% |
| 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% | 2.49% | 2.44% | -4.61% | 7.07% | -0.69% | 3.61% | 28.16% |
Benchmark Metrics
BlackRock Sustainable Advantage Large Cap Core Fund has an annualized alpha of 1.86%, beta of 1.02, and R2 of 0.93 versus S&P 500 Index. Calculated based on daily prices since January 04, 2016.
- This fund captured 106.69% of S&P 500 Index gains but only 98.06% of its losses - a favorable profile for investors.
- With beta of 1.02 and R2 of 0.93, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.86%
- Beta
- 1.02
- R²
- 0.93
- Upside Capture
- 106.69%
- Downside Capture
- 98.06%
Expense Ratio
BIRIX has an expense ratio of 0.48%, placing it in the medium range.
Return for Risk
Risk / Return Rank
BIRIX ranks 79 for risk / return — better than 79% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for BlackRock Sustainable Advantage Large Cap Core Fund (BIRIX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BIRIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.37 | ||
| Sortino ratioReturn per unit of downside risk | +0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.37 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.65 | 2.78 | +0.87 |
| Martin ratioReturn relative to average drawdown | 16.89 | 12.44 | +4.45 |
Dividends
Dividend History
BlackRock Sustainable Advantage Large Cap Core Fund provided a 5.80% dividend yield over the last twelve months, with an annual payout of $1.54 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.54 | $1.54 | $3.30 | $0.20 | $0.20 | $1.18 | $0.62 | $0.42 | $0.93 | $0.63 | $0.31 |
Dividend yield | 5.80% | 6.51% | 15.58% | 1.01% | 1.22% | 5.79% | 3.69% | 2.95% | 8.26% | 4.89% | 2.78% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $1.54 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.46 | $0.00 | $0.00 | $0.00 | $0.00 | $0.84 | $3.30 |
| 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 | $0.91 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $1.18 |
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 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 94 trading sessions.
The current BlackRock Sustainable Advantage Large Cap Core Fund drawdown is 0.86%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -34.67%Mar 2020 | 1mo 2d | 4mo 15d | 5mo 17dFeb 2020 - Aug 2020 |
Bear market2022 | -25.88%Sep 2022 | 9mo 4d | 1y 2mo | 1y 11moDec 2021 - Dec 2023 |
2025 selloff2025 | -20.97%Apr 2025 | 8mo 23d | 2mo 26d | 11mo 19dJul 2024 - Jul 2025 |
Rate-hike selloffLate 2018 | -20.71%Dec 2018 | 3mo 4d | 4mo | 7mo 4dSep 2018 - Apr 2019 |
2016 correction2016 | -10.13%Feb 2016 | 1mo 6d | 29d | 2mo 5dJan 2016 - Mar 2016 |
Drawdown Indicators
| BIRIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.67% | -56.78% | +22.11% |
Max Drawdown (1Y)Largest decline over 1 year | -8.46% | -9.10% | +0.64% |
Max Drawdown (3Y)Largest decline over 3 years | -20.97% | -18.90% | -2.07% |
Max Drawdown (5Y)Largest decline over 5 years | -25.88% | -25.43% | -0.45% |
Max Drawdown (10Y)Largest decline over 10 years | -34.67% | -33.92% | -0.75% |
Current DrawdownCurrent decline from peak | -0.86% | -1.80% | +0.94% |
Average DrawdownAverage peak-to-trough decline | -4.93% | -10.71% | +5.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 2.03% | -0.20% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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