Nasdaq - Delayed Quote USD

BlackRock Technology Opportunities Fund (BGSAX)

68.07 +1.44 (+2.16%)
At close: 8:01:33 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 30.75%
5y Average Return 18.73%
Number of Years Up 18
Number of Years Down 5
Best 1Y Total Return (Dec 10, 2024) 86.21%
Worst 1Y Total Return (Dec 10, 2024) --
Best 3Y Total Return 86.21%
Worst 3Y Total Return -2.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BGSAX
Category
YTD
34.52%
12.31%
1-Month
5.58%
6.23%
3-Month
8.59%
8.63%
1-Year
41.08%
53.90%
3-Year
3.77%
27.50%
5-Year
19.13%
28.80%
10-Year
19.66%
18.74%
Last Bull Market
37.25%
24.03%
Last Bear Market
-27.10%
-20.41%

Annual Total Return (%) History

Year
BGSAX
Category
2024
--
--
2023
49.09%
--
2022
-43.13%
--
2021
8.09%
--
2020
86.21%
55.91%
2019
43.84%
37.49%
2018
2.03%
-3.21%
2017
49.73%
35.35%

2016
7.83%
10.84%
2015
11.22%
5.21%
2014
8.65%
12.55%
2013
44.93%
35.45%
2012
7.25%
13.08%
2011
-11.31%
-7.62%
2010
17.99%
20.00%
2009
56.21%
61.99%
2008
-39.89%
-45.33%
2007
19.18%
16.12%
2006
7.67%
7.08%
2005
11.15%
5.76%
2004
2.18%
4.24%
2003
58.36%
55.77%
2002
-35.11%
-42.86%
2001
-38.65%
-36.89%
2000
--
-31.36%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.74% 10.16% 1.16% --
2023 19.95% 12.22% -5.24% 16.88%
2022 -16.37% -27.10% -4.72% -2.09%
2021 -2.52% 10.18% -2.17% 2.88%
2020 -8.84% 44.13% 14.95% 23.30%
2019 22.28% 6.20% -2.55% 13.66%
2018 8.57% 7.27% 7.25% -18.32%
2017 14.60% 8.82% 12.18% 7.03%
2016 -3.99% 0.45% 15.62% -3.31%
2015 5.19% 3.36% -6.50% 9.40%

2014 1.58% 2.00% -1.60% 6.57%
2013 5.02% 1.77% 18.47% 14.47%
2012 18.71% -8.77% 2.70% -3.58%
2011 5.60% -3.24% -16.65% 4.14%
2010 2.69% -10.25% 14.48% 11.83%
2009 1.15% 20.60% 17.24% 9.22%
2008 -13.79% 1.20% -11.33% -22.29%
2007 1.64% 9.43% 7.64% -0.46%
2006 8.41% -8.44% 4.01% 4.29%
2005 -9.34% 5.24% 10.82% 5.12%
2004 3.02% -7.15% -7.01% 14.88%
2003 -4.24% 29.92% 14.71% 10.97%
2002 -3.10% -20.60% -20.36% 5.90%
2001 -34.85% 10.05% -35.49% 32.65%
2000 9.39% -24.06% -- --

Rank in Category (By Total Return)

YTD 19
1-Month 66
3-Month 59
1-Year 24
3-Year 59
5-Year 32

Load Adjusted Returns

1-Year 33.67%
3-Year 1.92%
5-Year 17.85%
10-Year 19.02%

Performance & Risk

YTD Return 30.75%
5y Average Return 18.73%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.35
Morningstar Risk Rating

Fund Overview

Category Technology
Fund Family BlackRock
Net Assets 6.1B
YTD Return 34.52%
Yield 0.00%
Morningstar Rating
Inception Date Dec 10, 2019

Fund Summary

The fund invests at least 80% of its net assets in equity securities issued by U.S. and non-U.S. technology companies in all market capitalization ranges, selected for their rapid and sustainable growth potential from the development, advancement and use of technology. It may invest in both developed and emerging markets. The fund invests primarily in common stock but may also invest in preferred stock and convertible securities. It may also invest in Rule 144A securities, which are privately placed securities purchased by qualified institutional buyers.

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