BlackRock Sustainable U.S. Growth Equity Fund (BSGKX)
Fund Info
Oct 18, 2021
$5,000,000
Large-Cap
Growth
Expense Ratio
BSGKX features an expense ratio of 0.62%, falling within the medium range.
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 Sustainable U.S. 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
BSGKX
N/A
N/A
N/A
N/A
N/A
N/A
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of BSGKX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.64% | 7.01% | 1.41% | -4.08% | 5.49% | 6.29% | -2.87% | 10.09% | |||||
| 2023 | 11.16% | -1.13% | 7.01% | 1.07% | 4.50% | 7.22% | 2.14% | -0.92% | -6.18% | -2.24% | 11.70% | 3.87% | 43.42% |
| 2022 | -12.78% | -3.61% | 3.16% | -14.74% | -3.32% | -7.70% | 15.38% | -7.49% | -10.34% | 3.90% | 4.65% | -8.80% | -37.39% |
| 2021 | 3.20% | -0.10% | -1.36% | 1.70% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BSGKX is 17, meaning it’s performing worse than 83% 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 Sustainable U.S. Growth Equity Fund (BSGKX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
BlackRock Sustainable U.S. Growth Equity Fund provided a 100.00% dividend yield over the last twelve months, with an annual payout of $10.04 per share.
| Period | TTM | 2023 | 2022 |
|---|---|---|---|
| Dividend | $10.04 | $0.00 | $0.01 |
Dividend yield | 100.00% | 0.02% | 0.13% |
Monthly Dividends
The table displays the monthly dividend distributions for BlackRock Sustainable U.S. Growth Equity 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $10.04 | $10.04 | ||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
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 Sustainable U.S. 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 Sustainable U.S. Growth Equity Fund was 41.95%, occurring on Oct 14, 2022. Recovery took 416 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.95% | Nov 22, 2021 | 226 | Oct 14, 2022 | 416 | Jun 12, 2024 | 642 |
| -12.56% | Jul 11, 2024 | 18 | Aug 5, 2024 | — | — | — |
| -2.28% | Nov 9, 2021 | 2 | Nov 10, 2021 | 4 | Nov 16, 2021 | 6 |
| -1.85% | Jun 20, 2024 | 3 | Jun 24, 2024 | 6 | Jul 2, 2024 | 9 |
| -0.89% | Oct 22, 2021 | 1 | Oct 22, 2021 | 2 | Oct 26, 2021 | 3 |
Volatility
Volatility Chart
The current BlackRock Sustainable U.S. Growth Equity Fund volatility is 6.42%, 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.