BDSIX vs. ^SP500TR

In the year-to-date period, BDSIX achieves a -10.98% return, which is significantly lower than ^SP500TR's -5.68% return. Over the past 10 years, BDSIX has underperformed ^SP500TR with an annualized return of 4.22%, while ^SP500TR has yielded a comparatively higher 12.15% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Small Cap Core Fund (BDSIX) and S&P 500 Total Return (^SP500TR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current BDSIX Sharpe Ratio is -0.06, which is lower than the ^SP500TR Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of BDSIX and ^SP500TR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The maximum BDSIX drawdown since its inception was -43.36%, smaller than the maximum ^SP500TR drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for BDSIX and ^SP500TR. For additional features, visit the drawdowns tool.

BlackRock Advantage Small Cap Core Fund (BDSIX) and S&P 500 Total Return (^SP500TR) have volatilities of 14.36% and 14.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.