Nasdaq - Delayed Quote • USD
BlackRock Technology Opportunities Instl (BGSIX)
At close: 8:01 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 26.86% |
5y Average Return | 19.81% |
Number of Years Up | 18 |
Number of Years Down | 5 |
Best 1Y Total Return (Jun 26, 2024) | 86.68% |
Worst 1Y Total Return (Jun 26, 2024) | -- |
Best 3Y Total Return | 86.68% |
Worst 3Y Total Return | -2.62% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BGSIX
Category
- YTD
- 16.61%
- 12.31%
- 1-Month
- 7.78%
- 6.23%
- 3-Month
- 2.84%
- 8.63%
- 1-Year
- 37.22%
- 53.90%
- 3-Year
- 2.71%
- 27.50%
- 5-Year
- 19.05%
- 28.80%
- 10-Year
- 19.42%
- 18.74%
- Last Bull Market
- 37.41%
- 24.03%
- Last Bear Market
- -27.05%
- -20.41%
Annual Total Return (%) History
Year
BGSIX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 14.81% | -- | -- | -- |
2023 | 20.04% | 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% |
2019 | 22.39% | 6.26% | -2.48% | 13.73% |
2018 | 8.61% | 7.35% | 7.32% | -18.28% |
2017 | 14.71% | 8.87% | 12.26% | 7.11% |
2016 | -3.98% | 0.61% | 15.68% | -3.26% |
2015 | 5.29% | 3.47% | -6.47% | 9.55% |
2014 | 1.64% | 2.10% | -1.51% | 6.61% |
2013 | 5.18% | 1.87% | 18.55% | 14.59% |
2012 | 18.93% | -8.71% | 2.67% | -3.50% |
2011 | 5.75% | -3.19% | -16.65% | 4.30% |
2010 | 2.70% | -10.06% | 14.61% | 11.86% |
2009 | 1.10% | 20.73% | 17.32% | 9.37% |
2008 | -13.78% | 1.29% | -11.32% | -21.95% |
2007 | 1.73% | 9.54% | 7.76% | -0.33% |
2006 | 8.63% | -8.34% | 4.05% | 4.44% |
2005 | -9.31% | 5.31% | 11.09% | 5.14% |
2004 | 3.29% | -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% |
2000 | 9.56% | -24.02% | -- | -- |
Rank in Category (By Total Return)
YTD | 18 |
1-Month | 19 |
3-Month | 36 |
1-Year | 21 |
3-Year | 55 |
5-Year | 36 |
Load Adjusted Returns
1-Year | 37.22% |
3-Year | 2.71% |
5-Year | 19.05% |
10-Year | 19.42% |
Performance & Risk
YTD Return | 26.86% |
5y Average Return | 19.81% |
Rank in Category (ytd) | 18 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.36 |
Morningstar Risk Rating |
Fund Overview
Category | Technology |
Fund Family | BlackRock |
Net Assets | 5.34B |
YTD Return | 16.61% |
Yield | 0.00% |
Morningstar Rating | |
Inception Date | Sep 09, 2008 |
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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