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BlackRock Technology Opportunities Instl (BGSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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71.05+1.36 (+1.95%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return26.47%
5-year average return19.89%
Number of years up18
Number of years down5
Best 1-yr total return (24 June 2024)86.68%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return86.68%
Worst 3-yr total return-2.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBGSIXCategory
YTD16.61%12.31%
1-month7.78%6.23%
3-month2.84%8.63%
1-year37.22%53.90%
3-year2.71%27.50%
5-year19.05%28.80%
10-year19.42%18.74%
Last bull market37.41%24.03%
Last bear market-27.05%-20.41%

Annual total return (%) history

Year
BGSIXCategory
2024
N/AN/A
2023
49.49%N/A
2022
-42.99%N/A
2021
8.36%N/A
2020
86.68%55.91%
2019
44.23%37.49%
2018
2.24%-3.21%
2017
50.16%35.35%
2016
8.12%10.84%
2015
11.62%5.21%
2014
8.96%12.55%
2013
45.55%35.45%
2012
7.57%13.08%
2011
-11.00%-7.62%
2010
18.43%20.00%
2009
56.62%61.99%
2008
-39.56%-45.33%
2007
19.68%16.12%
2006
8.20%7.08%
2005
11.56%5.76%
2004
2.64%4.24%
2003
58.90%55.77%
2002
-34.70%-42.86%
2001
-38.36%-36.89%
2000
N/A-31.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.81%N/AN/AN/A
202320.04%12.30%-5.19%16.97%
2022-16.32%-27.05%-4.67%-2.03%
2021-2.45%10.24%-2.11%2.94%
2020-8.78%44.21%15.01%23.38%
201922.39%6.26%-2.48%13.73%
20188.61%7.35%7.32%-18.28%
201714.71%8.87%12.26%7.11%
2016-3.98%0.61%15.68%-3.26%
20155.29%3.47%-6.47%9.55%
20141.64%2.10%-1.51%6.61%
20135.18%1.87%18.55%14.59%
201218.93%-8.71%2.67%-3.50%
20115.75%-3.19%-16.65%4.30%
20102.70%-10.06%14.61%11.86%
20091.10%20.73%17.32%9.37%
2008-13.78%1.29%-11.32%-21.95%
20071.73%9.54%7.76%-0.33%
20068.63%-8.34%4.05%4.44%
2005-9.31%5.31%11.09%5.14%
20043.29%-7.18%-7.04%15.16%
2003-4.19%30.05%14.92%10.97%
2002-2.91%-20.42%-20.35%6.11%
2001-34.77%10.34%-35.43%32.65%
20009.56%-24.02%N/AN/A

Rank in category (by total return)

YTD18
1-month19
3-month36
1-year21
3-year55
5-year36

Load adjusted returns

1-year37.22%
3-year2.71%
5-year19.05%
10-year19.42%