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Nasdaq - Delayed Quote USD

BlackRock Sustainable Adg Lg Cp Cr K (BIRKX)

17.91
-0.29
(-1.59%)
At close: 8:00:07 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -15.64%
5y Average Return 14.43%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Apr 8, 2025) 31.33%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 31.33%
Worst 3Y Total Return 7.75%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BIRKX
Category
YTD
-5.04%
5.31%
1-Month
-6.23%
-4.19%
3-Month
-5.04%
3.90%
1-Year
6.31%
20.31%
3-Year
8.27%
6.48%
5-Year
18.62%
11.78%
10-Year
0.00%
10.96%
Last Bull Market
20.61%
25.56%
Last Bear Market
-16.08%
-15.11%

Annual Total Return (%) History

Year
BIRKX
Category
2025
--
--
2024
23.95%
--
2023
25.66%
22.32%
2022
-19.68%
-16.96%
2021
28.61%
26.07%
2020
22.45%
15.83%
2019
31.33%
28.78%
2018
-5.46%
-6.27%

2017
21.53%
20.44%
2016
--
10.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.04% -- -- --
2024 10.71% 4.75% 5.17% 1.63%
2023 7.33% 7.81% -3.25% 12.24%
2022 -6.40% -16.08% -5.07% 7.73%
2021 6.96% 8.65% 0.12% 10.53%
2020 -20.35% 23.89% 8.02% 14.87%
2019 14.77% 3.93% 1.22% 8.77%
2018 -0.08% 3.87% 7.01% -14.88%
2017 5.87% 2.52% 5.04% 6.60%
2016 2.15% 4.57% 5.61% --

Rank in Category (By Total Return)

YTD 72
1-Month 81
3-Month 72
1-Year 52
3-Year 47
5-Year 22

Load Adjusted Returns

1-Year 6.31%
3-Year 8.27%
5-Year 18.62%
10-Year --

Performance & Risk

YTD Return -15.64%
5y Average Return 14.43%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family BlackRock
Net Assets 884M
YTD Return -5.04%
Yield 0.87%
Morningstar Rating
Inception Date Oct 05, 2015

Fund Summary

Under normal circumstances, the fund seeks to invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in large cap equity securities and derivatives that have similar economic characteristics to such securities. Equity securities include common stock and preferred stock. It primarily seeks to buy common stock.

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