BlackRock SMID-Cap Growth Equity Fund (BSDAX)
Fund Info
Jun 30, 2021
$1,000
Mid-Cap
Growth
Expense Ratio
BSDAX has a high expense ratio of 1.10%, indicating higher-than-average management fees.
Share Price Chart
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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 5.19% year-to-date (YTD) and 8.32% in the last 12 months.
BSDAX
5.19%
0.00%
12.80%
8.32%
N/A
N/A
^GSPC (Benchmark)
3.96%
1.97%
9.03%
22.16%
12.60%
11.26%
Monthly Returns
The table below presents the monthly returns of BSDAX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.19% | 5.19% | |||||||||||
| 2024 | -2.80% | 9.56% | 0.60% | -7.32% | 1.13% | -0.64% | 1.36% | 0.95% | 2.90% | -0.30% | 9.94% | -6.19% | 8.01% |
| 2023 | 11.61% | -2.64% | 1.40% | -2.68% | -0.09% | 8.26% | 3.45% | -3.89% | -7.59% | -8.39% | 10.72% | 9.95% | 18.84% |
| 2022 | -18.07% | -2.79% | -2.73% | -14.83% | -5.69% | -7.44% | 13.23% | -5.84% | -10.46% | 3.66% | 7.16% | -6.33% | -42.79% |
| 2021 | 0.66% | 5.12% | -3.72% | 5.26% | -10.79% | -2.96% | -7.18% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BSDAX is 21, meaning it’s performing worse than 79% 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 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
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 34.43%.
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 6.06%, 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.