- CUSIP
- 066923301
- Issuer
- iShares
- Inception Date
- Mar 31, 2011
- Category
- Large Cap Blend Equities
- Index Tracked
- Russell 1000 Index
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
BRGKX Performance Chart
iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX) is up 10.0% since the beginning of the year. BRGKX is currently trading at $47 per share. Investors who bought $1,000 worth of BRGKX shares 5 years ago would now be looking at an investment worth $1,860.
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Returns By Period
iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX) has returned 9.97% so far this year and 26.40% over the past 12 months. Looking at the last ten years, BRGKX has achieved an annualized return of 15.15%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
iShares Russell 1000 Large-Cap Index Fund Class K
- 1D
- 1.10%
- 1M
- 0.67%
- YTD
- 9.97%
- 6M
- 9.30%
- 1Y
- 26.40%
- 3Y*
- 20.67%
- 5Y*
- 13.22%
- 10Y*
- 15.15%
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%
BRGKX Monthly Returns History
Based on dividend-adjusted daily data since Mar 31, 2011, BRGKX's average daily return is +0.06%, while the average monthly return is +1.15%. At this rate, an investment would double in approximately 5.1 years.
Historically, 68% of months were positive and 32% were negative. The best month was Apr 2020 with a return of +13.2%, while the worst month was Mar 2020 at -13.2%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, BRGKX closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +9.5%, 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 | 1.38% | -0.53% | -4.97% | 10.10% | 5.10% | -0.83% | 9.97% | ||||||
| 2025 | 3.18% | -1.76% | -5.78% | -0.62% | 6.40% | 5.06% | 2.22% | 2.09% | 3.45% | 2.15% | 0.25% | -0.02% | 17.28% |
| 2024 | 1.41% | 5.39% | 3.21% | -4.26% | 4.70% | 3.30% | 1.47% | 2.36% | 2.13% | -0.71% | 6.43% | -2.80% | 24.44% |
| 2023 | 6.68% | -2.37% | 3.15% | 1.26% | 0.45% | 6.73% | 3.45% | -1.74% | -4.72% | -2.41% | 9.35% | 4.93% | 26.49% |
| 2022 | -5.63% | -2.74% | 3.36% | -8.90% | -0.15% | -8.38% | 9.30% | -3.82% | -9.27% | 8.01% | 5.40% | -5.80% | -19.13% |
| 2021 | -0.84% | 2.91% | 3.80% | 5.35% | 0.47% | 2.41% | 2.07% | 2.89% | -4.61% | 6.93% | -1.32% | 4.01% | 26.24% |
Benchmark Metrics
iShares Russell 1000 Large-Cap Index Fund Class K has an annualized alpha of 1.34%, beta of 1.01, and R2 of 0.99 versus S&P 500 Index. Calculated based on daily prices since March 31, 2011.
- This fund captured 105.27% of S&P 500 Index gains but only 98.50% of its losses - a favorable profile for investors.
- With beta of 1.01 and R2 of 0.99, 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
- 1.34%
- Beta
- 1.01
- R²
- 0.99
- Upside Capture
- 105.27%
- Downside Capture
- 98.50%
Expense Ratio
BRGKX has an expense ratio of 0.06%, which is considered low.
Return for Risk
Risk / Return Rank
BRGKX ranks 62 for risk / return — better than 62% 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 iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX) 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.
| BRGKX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.37 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.97 | 2.78 | +0.18 |
| Martin ratioReturn relative to average drawdown | 13.30 | 12.44 | +0.87 |
Dividends
Dividend History
iShares Russell 1000 Large-Cap Index Fund Class K provided a 2.53% dividend yield over the last twelve months, with an annual payout of $1.19 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.19 | $1.18 | $0.52 | $0.45 | $0.45 | $0.58 | $0.38 | $0.59 | $0.41 | $0.41 | $0.59 | $0.68 |
Dividend yield | 2.53% | 2.77% | 1.38% | 1.49% | 1.82% | 1.88% | 1.51% | 2.82% | 2.46% | 2.31% | 3.94% | 4.86% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Russell 1000 Large-Cap Index Fund Class K. 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 | $0.12 | $0.00 | $0.00 | $0.00 | $0.12 | ||||||
| 2025 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.57 | $1.18 |
| 2024 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.19 | $0.52 |
| 2023 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.12 | $0.45 |
| 2022 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.08 | $0.00 | $0.10 | $0.00 | $0.00 | $0.08 | $0.45 |
| 2021 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.30 | $0.58 |
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 iShares Russell 1000 Large-Cap Index Fund Class K. 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 iShares Russell 1000 Large-Cap Index Fund Class K was 34.58%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current iShares Russell 1000 Large-Cap Index Fund Class K drawdown is 1.29%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -34.58%Mar 2020 | 1mo 2d | 4mo 20d | 5mo 22dFeb 2020 - Aug 2020 |
Bear market2022 | -25.13%Oct 2022 | 9mo 11d | 1y 2mo | 1y 11moJan 2022 - Dec 2023 |
2011 bear market2011 | -20.39%Oct 2011 | 5mo 4d | 4mo 24d | 9mo 28dMay 2011 - Feb 2012 |
Rate-hike selloffLate 2018 | -19.70%Dec 2018 | 3mo 4d | 3mo 19d | 6mo 23dSep 2018 - Apr 2019 |
2025 selloff2025 | -19.15%Apr 2025 | 1mo 17d | 2mo 19d | 4mo 6dFeb 2025 - Jun 2025 |
Drawdown Indicators
| BRGKX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.58% | -56.78% | +22.20% |
Max Drawdown (1Y)Largest decline over 1 year | -8.85% | -9.10% | +0.25% |
Max Drawdown (3Y)Largest decline over 3 years | -19.15% | -18.90% | -0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -25.13% | -25.43% | +0.30% |
Max Drawdown (10Y)Largest decline over 10 years | -34.58% | -33.92% | -0.66% |
Current DrawdownCurrent decline from peak | -1.29% | -1.80% | +0.51% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -10.71% | +6.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 2.03% | -0.06% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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