BlackRock SMID-Cap Growth Equity Fund (BSDAX)
Fund Info
Issuer | Blackrock |
---|---|
Inception Date | Jun 30, 2021 |
Category | Mid Cap Growth Equities |
Min. Investment | $1,000 |
Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
BSDAX has a high expense ratio of 1.10%, indicating higher-than-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.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in BlackRock SMID-Cap Growth 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.
Returns By Period
BlackRock SMID-Cap Growth Equity Fund had a return of 0.64% year-to-date (YTD) and 13.24% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 0.64% | 6.17% |
1 month | -3.83% | -2.72% |
6 months | 21.22% | 17.29% |
1 year | 13.24% | 23.80% |
5 years (annualized) | N/A | 11.47% |
10 years (annualized) | N/A | 10.41% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -2.80% | 9.56% | 0.60% | -7.32% | ||||||||
2023 | -8.39% | 10.72% | 9.95% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BSDAX is 28, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
BlackRock SMID-Cap Growth Equity Fund(BSDAX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for BlackRock SMID-Cap Growth Equity Fund (BSDAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the BlackRock SMID-Cap Growth 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 SMID-Cap Growth Equity Fund was 55.08%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current BlackRock SMID-Cap Growth Equity Fund drawdown is 41.91%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-55.08% | Nov 2, 2021 | 240 | Oct 14, 2022 | — | — | — |
-8.76% | Sep 27, 2021 | 11 | Oct 11, 2021 | 15 | Nov 1, 2021 | 26 |
-4.95% | Jul 7, 2021 | 9 | Jul 19, 2021 | 4 | Jul 23, 2021 | 13 |
-4.71% | Aug 6, 2021 | 9 | Aug 18, 2021 | 4 | Aug 24, 2021 | 13 |
-2.42% | Sep 7, 2021 | 10 | Sep 20, 2021 | 3 | Sep 23, 2021 | 13 |
Volatility
Volatility Chart
The current BlackRock SMID-Cap Growth Equity Fund volatility is 6.01%, 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.