BlackRock Sustainable U.S. Growth Equity Fund (BSGKX)
Fund Info
| Issuer | Blackrock |
|---|---|
| Inception Date | Oct 18, 2021 |
| Category | Large Cap Growth Equities |
| Min. Investment | $5,000,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
BSGKX has a high expense ratio of 0.62%, 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 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
BlackRock Sustainable U.S. Growth Equity Fund had a return of 9.87% year-to-date (YTD) and 31.87% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.87% | 8.76% |
| 1 month | 0.50% | -0.32% |
| 6 months | 20.43% | 18.48% |
| 1 year | 31.87% | 25.36% |
| 5 years (annualized) | N/A | 12.60% |
| 10 years (annualized) | N/A | 10.71% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.64% | 7.01% | 1.41% | -4.08% | ||||||||
| 2023 | -2.24% | 11.70% | 3.87% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BSGKX is 74, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
BSGKX (BlackRock Sustainable U.S. Growth Equity Fund)
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 granted a 0.02% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.
| Period | TTM | 2023 | 2022 |
|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.01 |
Dividend yield | 0.02% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
| 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 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 |
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 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. The portfolio has not yet recovered.
The current BlackRock Sustainable U.S. Growth Equity Fund drawdown is 6.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.95% | Nov 22, 2021 | 226 | Oct 14, 2022 | — | — | — |
| -2.28% | Nov 9, 2021 | 2 | Nov 10, 2021 | 4 | Nov 16, 2021 | 6 |
| -0.89% | Oct 22, 2021 | 1 | Oct 22, 2021 | 2 | Oct 26, 2021 | 3 |
| -0.85% | Nov 17, 2021 | 1 | Nov 17, 2021 | 1 | Nov 18, 2021 | 2 |
| -0.3% | Oct 20, 2021 | 1 | Oct 20, 2021 | 1 | Oct 21, 2021 | 2 |
Volatility
Volatility Chart
The current BlackRock Sustainable U.S. Growth Equity Fund volatility is 6.12%, 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.