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:
1.25
^GSPC:
2.06
BRMKX:
1.68
^GSPC:
2.74
BRMKX:
1.23
^GSPC:
1.38
BRMKX:
1.35
^GSPC:
3.13
BRMKX:
4.64
^GSPC:
12.84
BRMKX:
3.83%
^GSPC:
2.07%
BRMKX:
14.25%
^GSPC:
12.87%
BRMKX:
-40.20%
^GSPC:
-56.78%
BRMKX:
-8.03%
^GSPC:
-1.54%
Returns By Period
In the year-to-date period, BRMKX achieves a 3.63% return, which is significantly higher than ^GSPC's 1.96% return.
BRMKX
3.63%
4.19%
5.83%
16.03%
7.46%
N/A
^GSPC
1.96%
2.21%
8.93%
23.90%
12.52%
11.46%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
BRMKX vs. ^GSPC — Risk-Adjusted Performance Rank
BRMKX
^GSPC
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 5.35% compared to S&P 500 (^GSPC) at 5.07%. 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.