Nasdaq - Delayed Quote USD
iShares Russell Small/Mid-Cap Idx Instl (BSMIX)
14.21
0.00
(0.00%)
As of 10:00:56 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -15.36% |
| 5y Average Return | 10.91% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 10, 2025) | 27.60% |
| Worst 1Y Total Return (Apr 10, 2025) | -- |
| Best 3Y Total Return | 27.60% |
| Worst 3Y Total Return | 2.31% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
BSMIX
Category
- YTD
- -7.55%
- 20.19%
- 1-Month
- -6.27%
- 0.02%
- 3-Month
- -7.55%
- 4.36%
- 1-Year
- -3.16%
- 60.18%
- 3-Year
- 1.69%
- 11.32%
- 5-Year
- 14.81%
- 13.88%
- 10-Year
- 0.00%
- 11.19%
- Last Bull Market
- 21.45%
- 27.98%
- Last Bear Market
- -16.96%
- -24.08%
Annual Total Return (%) History
Year
BSMIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -7.55% | -- | -- | -- |
| 2024 | 6.98% | -4.27% | 8.73% | 0.63% |
| 2023 | 3.39% | 5.22% | -4.86% | 13.18% |
| 2022 | -5.87% | -16.96% | -2.81% | 7.38% |
| 2021 | 10.90% | 5.41% | -2.67% | 3.80% |
| 2020 | -29.55% | 26.62% | 5.86% | 27.29% |
| 2019 | 15.77% | 2.91% | -1.26% | 8.47% |
| 2018 | -0.32% | 5.85% | 4.67% | -18.67% |
| 2017 | 3.68% | 2.09% | 4.75% | 5.27% |
| 2016 | 0.75% | 3.52% | 6.49% | 6.16% |
| 2015 | 3.31% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 37 |
| 1-Month | 53 |
| 3-Month | 37 |
| 1-Year | 45 |
| 3-Year | 56 |
| 5-Year | 57 |
Load Adjusted Returns
| 1-Year | -3.16% |
| 3-Year | 1.69% |
| 5-Year | 14.81% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -15.36% |
| 5y Average Return | 10.91% |
| Rank in Category (ytd) | 37 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Blend |
| Fund Family | BlackRock |
| Net Assets | 787.18M |
| YTD Return | -7.55% |
| Yield | 1.41% |
| Morningstar Rating | |
| Inception Date | Aug 13, 2015 |
Fund Summary
The fund seeks to track the investment results of the Russell 2500™ Index, which measures the performance of the small to mid-cap segment of the U.S. equity universe, commonly referred to as "smid" cap. The underlying index is a subset of the Russell 3000® Index. The fund generally invests at least 90% of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index.
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