BRMKX vs. ^GSPC
Compare and contrast key facts about iShares Russell Mid-Cap Index Fund (BRMKX) and S&P 500 (^GSPC).
BRMKX is managed by Blackrock. It was launched on May 13, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRMKX or ^GSPC.
Correlation
The correlation between BRMKX and ^GSPC is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BRMKX vs. ^GSPC - Performance Comparison
Key characteristics
BRMKX:
0.91
^GSPC:
2.10
BRMKX:
1.26
^GSPC:
2.80
BRMKX:
1.17
^GSPC:
1.39
BRMKX:
1.08
^GSPC:
3.09
BRMKX:
4.63
^GSPC:
13.49
BRMKX:
2.82%
^GSPC:
1.94%
BRMKX:
14.35%
^GSPC:
12.52%
BRMKX:
-40.20%
^GSPC:
-56.78%
BRMKX:
-10.77%
^GSPC:
-2.62%
Returns By Period
In the year-to-date period, BRMKX achieves a 10.76% return, which is significantly lower than ^GSPC's 24.34% return.
BRMKX
10.76%
-7.64%
5.35%
11.58%
9.11%
N/A
^GSPC
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
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Risk-Adjusted Performance
BRMKX vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Mid-Cap Index Fund (BRMKX) and S&P 500 (^GSPC). 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.
Drawdowns
BRMKX vs. ^GSPC - Drawdown Comparison
The maximum BRMKX drawdown since its inception was -40.20%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for BRMKX and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
BRMKX vs. ^GSPC - Volatility Comparison
iShares Russell Mid-Cap Index Fund (BRMKX) has a higher volatility of 7.08% compared to S&P 500 (^GSPC) at 3.79%. This indicates that BRMKX's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.