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iShares Russell Small/Mid-Cap Idx Instl (BSMIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.26-0.30 (-1.93%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.77%
5-Year Average Return7.98%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Apr 28, 2024)27.60%
Worst 1 Yr Total Return (Apr 28, 2024)N/A
Best 3-Yr Total Return27.60%
Worst 3-Yr Total Return4.11%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBSMIXCategory
YTD6.98%20.19%
1-Month4.13%0.02%
3-Month6.98%4.36%
1-Year21.21%60.18%
3-Year2.87%11.32%
5-Year9.85%13.88%
10-Year0.00%11.19%
Last Bull Market46.90%27.98%
Last Bear Market-16.96%-24.08%

Annual Total Return (%) History

Year
BSMIXCategory
2024
N/AN/A
2023
17.14%N/A
2022
-18.42%N/A
2021
18.09%N/A
2020
20.21%10.99%
2019
27.60%23.75%
2018
-10.18%-12.72%
2017
16.70%12.28%
2016
17.90%20.78%
2015
N/A-5.38%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.98%N/AN/AN/A
20233.39%5.22%-4.86%13.18%
2022-5.87%-16.96%-2.81%7.38%
202110.90%5.41%-2.67%3.80%
2020-29.55%26.62%5.86%27.29%
201915.77%2.91%-1.26%8.47%
2018-0.32%5.85%4.67%-18.67%
20173.68%2.09%4.75%5.27%
20160.75%3.52%6.49%6.16%
20153.31%N/AN/AN/A

Rank In Category (By Total Return)

YTD31
1-Month34
3-Month31
1-Year32
3-Year55
5-Year45

Load Adjusted Returns

1-Year21.21%
3-Year2.87%
5-Year9.85%
10-YearN/A