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iShares S&P 500 Index Investor A (BSPAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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600.87+7.47 (+1.26%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.85%
5-Year Average Return13.21%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)31.01%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return31.01%
Worst 3-Yr Total Return7.30%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBSPAXCategory
YTD5.91%14.84%
1-Month-4.12%1.65%
3-Month4.19%7.55%
1-Year22.21%40.47%
3-Year7.68%16.77%
5-Year12.80%16.15%
10-Year12.02%13.21%
Last Bull Market25.94%24.09%
Last Bear Market-16.17%-17.61%

Annual Total Return (%) History

Year
BSPAXCategory
2024
N/AN/A
2023
25.84%N/A
2022
-18.39%N/A
2021
28.23%N/A
2020
18.05%15.83%
2019
31.01%28.78%
2018
-4.68%-6.27%
2017
21.38%20.44%
2016
11.56%10.37%
2015
1.03%-1.07%
2014
13.25%10.96%
2013
N/A31.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.45%N/AN/AN/A
20237.40%8.65%-3.36%11.59%
2022-4.68%-16.17%-4.97%7.47%
20216.07%8.45%0.49%10.93%
2020-19.60%20.42%8.83%12.03%
201913.54%4.21%1.62%8.96%
2018-0.83%3.34%7.61%-13.56%
20175.96%2.99%4.39%6.55%
20161.25%2.36%3.76%3.74%
20150.87%0.20%-6.53%6.94%
20141.69%5.13%1.04%4.84%
20135.13%10.38%N/AN/A

Rank In Category (By Total Return)

YTD42
1-Month42
3-Month44
1-Year46
3-Year31
5-Year35

Load Adjusted Returns

1-Year22.21%
3-Year7.68%
5-Year12.80%
10-Year12.02%