Nasdaq - Delayed Quote USD

BlackRock Advantage Small Cap Core Fund (BDSAX)

16.94
-0.02
(-0.12%)
At close: 8:05:14 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.17%
5y Average Return 10.04%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (May 21, 2025) 31.79%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 31.79%
Worst 3Y Total Return 1.21%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BDSAX
Category
YTD
-10.62%
20.19%
1-Month
-1.92%
0.02%
3-Month
-14.05%
4.36%
1-Year
-0.15%
60.18%
3-Year
3.63%
11.32%
5-Year
9.92%
13.88%
10-Year
6.97%
11.19%
Last Bull Market
21.04%
27.98%
Last Bear Market
-17.14%
-24.08%

Annual Total Return (%) History

Year
BDSAX
Category
2025
--
--
2024
11.57%
--
2023
16.19%
--
2022
-20.03%
--
2021
14.35%
--
2020
19.34%
10.99%
2019
31.79%
23.75%
2018
-9.10%
-12.72%

2017
10.53%
12.28%
2016
23.52%
20.78%
2015
-2.37%
-5.38%
2014
5.21%
3.79%
2013
--
37.39%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.87% -- -- --
2024 6.44% -3.37% 8.79% -0.29%
2023 2.73% 3.34% -4.46% 14.56%
2022 -8.02% -17.14% -2.37% 7.47%
2021 11.59% 4.44% -4.24% 2.46%
2020 -31.32% 27.29% 4.27% 30.93%
2019 15.96% 2.78% -0.30% 10.90%
2018 0.81% 8.91% 3.90% -20.31%
2017 2.46% 0.54% 5.31% 1.89%
2016 -0.97% 3.64% 8.92% 10.50%

2015 4.60% 1.90% -7.56% -0.91%
2014 2.58% 4.18% -5.92% 4.64%
2013 2.10% 8.99% 10.83% --

Rank in Category (By Total Return)

YTD 45
1-Month 22
3-Month 62
1-Year 51
3-Year 51
5-Year 78

Load Adjusted Returns

1-Year -5.40%
3-Year 1.79%
5-Year 8.74%
10-Year 6.40%

Performance & Risk

YTD Return -7.17%
5y Average Return 10.04%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.17
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family BlackRock
Net Assets 3.74B
YTD Return -10.62%
Yield 0.61%
Morningstar Rating
Inception Date Mar 28, 2016

Fund Summary

Under normal circumstances, the fund seeks to invest at least 80% of its net assets plus any borrowings for investment purposes in equity securities or other financial instruments that are components of, or have market capitalizations similar to, the securities included in the Russell 2000® Index. It primarily seeks to buy common stock and may also invest in preferred stock and convertible securities. From time to time the fund may invest in shares of companies through "new issues" or initial public offerings ("IPOs").

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