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BlackRock Sustainable Adg Lg Cp Cr Instl (BIRIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.36-0.11 (-0.47%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.93%
5-year average return15.14%
Number of years up6
Number of years down2
Best 1-yr total return (27 June 2024)31.18%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return31.18%
Worst 3-yr total return8.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBIRIXCategory
YTD11.66%5.31%
1-month5.49%-4.19%
3-month4.75%3.90%
1-year29.27%20.31%
3-year8.37%6.48%
5-year15.76%11.78%
10-year0.00%10.96%
Last bull market27.06%25.56%
Last bear market-16.05%-15.11%

Annual total return (%) history

Year
BIRIXCategory
2024
N/AN/A
2023
25.55%22.32%
2022
-19.73%-16.96%
2021
28.58%26.07%
2020
22.41%15.83%
2019
31.18%28.78%
2018
-5.51%-6.27%
2017
21.61%20.44%
2016
14.25%10.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.72%N/AN/AN/A
20237.34%7.75%-3.27%12.22%
2022-6.45%-16.05%-5.16%7.77%
20216.96%8.60%0.16%10.51%
2020-20.29%23.80%8.00%14.85%
201914.68%3.93%1.28%8.67%
2018-0.15%3.95%6.91%-14.85%
20175.97%2.52%5.03%6.58%
20161.38%2.15%4.57%5.50%

Rank in category (by total return)

YTD26
1-month10
3-month14
1-year24
3-year45
5-year21

Load adjusted returns

1-year29.27%
3-year8.37%
5-year15.76%
10-yearN/A