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BlackRock Advantage Small Cap Core Instl (BDSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.37+0.14 (+0.81%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.89%
5-Year Average Return9.21%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (May 23, 2024)32.12%
Worst 1 Yr Total Return (May 23, 2024)N/A
Best 3-Yr Total Return32.12%
Worst 3-Yr Total Return2.30%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBDSIXCategory
YTD-0.06%20.19%
1-Month-6.18%0.02%
3-Month2.60%4.36%
1-Year16.53%60.18%
3-Year-2.36%11.32%
5-Year7.09%13.88%
10-Year8.17%11.19%
Last Bull Market30.53%27.98%
Last Bear Market-17.14%-24.08%

Annual Total Return (%) History

Year
BDSIXCategory
2024
N/AN/A
2023
16.52%N/A
2022
-19.87%N/A
2021
14.67%N/A
2020
19.57%10.99%
2019
32.12%23.75%
2018
-8.83%-12.72%
2017
10.79%12.28%
2016
23.99%20.78%
2015
-2.25%-5.38%
2014
5.48%3.79%
2013
N/A37.39%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.52%N/AN/AN/A
20232.86%3.45%-4.47%14.63%
2022-7.92%-17.14%-2.31%7.50%
202111.70%4.52%-4.17%2.51%
2020-31.29%27.32%4.34%30.98%
201916.05%2.84%-0.27%11.00%
20180.88%8.95%4.00%-20.23%
20172.53%0.54%5.44%1.93%
2016-0.78%3.63%9.08%10.55%
20154.59%2.07%-7.55%-0.96%
20142.66%4.18%-5.86%4.77%
20132.10%9.19%10.86%N/A

Rank In Category (By Total Return)

YTD37
1-Month56
3-Month34
1-Year27
3-Year83
5-Year55

Load Adjusted Returns

1-Year16.53%
3-Year-2.36%
5-Year7.09%
10-Year8.17%