Australia markets close in 4 hours 25 minutes

iShares Russell Small/Mid-Cap Idx Inv A (BSMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
15.94+0.17 (+1.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.28%
5-year average return8.45%
Number of years up6
Number of years down2
Best 1-yr total return (7 May 2024)27.35%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return27.35%
Worst 3-yr total return3.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBSMAXCategory
YTD-0.26%20.19%
1-month-6.73%0.02%
3-month2.35%4.36%
1-year14.29%60.18%
3-year-1.03%11.32%
5-year7.34%13.88%
10-year0.00%11.19%
Last bull market28.73%27.98%
Last bear market-17.04%-24.08%

Annual total return (%) history

Year
BSMAXCategory
2024
N/AN/A
2023
16.80%N/A
2022
-18.60%N/A
2021
17.78%N/A
2020
20.00%10.99%
2019
27.35%23.75%
2018
-10.41%-12.72%
2017
16.37%12.28%
2016
17.66%20.78%
2015
N/A-5.38%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.93%N/AN/AN/A
20233.32%5.16%-4.93%13.06%
2022-5.88%-17.04%-2.88%7.34%
202110.85%5.30%-2.74%3.75%
2020-29.51%26.48%5.73%27.31%
201915.71%2.86%-1.33%8.44%
2018-0.32%5.73%4.61%-18.73%
20173.59%2.04%4.69%5.16%
20160.64%3.50%6.40%6.17%
20153.23%N/AN/AN/A

Rank in category (by total return)

YTD40
1-month77
3-month41
1-year43
3-year69
5-year48

Load adjusted returns

1-year14.29%
3-year-1.03%
5-year7.34%
10-yearN/A