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iShares S&P 500 Index Institutional (BSPIX)

714.18 +5.80 (+0.82%)
At close: 6:05:07 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 28.03%
5y Average Return 15.72%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Dec 10, 2024) 31.34%
Worst 1Y Total Return (Dec 10, 2024) --
Best 3Y Total Return 31.34%
Worst 3Y Total Return 7.57%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BSPIX
Category
YTD
27.92%
5.31%
1-Month
5.86%
-4.19%
3-Month
7.12%
3.90%
1-Year
33.72%
20.31%
3-Year
11.31%
6.48%
5-Year
15.65%
11.78%
10-Year
13.23%
10.96%
Last Bull Market
26.07%
25.56%
Last Bear Market
-16.12%
-15.11%

Annual Total Return (%) History

Year
BSPIX
Category
2024
--
--
2023
26.15%
22.32%
2022
-18.19%
-16.96%
2021
28.56%
26.07%
2020
18.34%
15.83%
2019
31.34%
28.78%
2018
-4.44%
-6.27%
2017
21.68%
20.44%

2016
11.84%
10.37%
2015
1.28%
-1.07%
2014
13.53%
10.96%
2013
--
31.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.52% 4.25% 5.85% --
2023 7.47% 8.71% -3.30% 11.66%
2022 -4.62% -16.12% -4.91% 7.54%
2021 6.14% 8.51% 0.56% 11.00%
2020 -19.55% 20.49% 8.90% 12.10%
2019 13.61% 4.27% 1.69% 9.03%
2018 -0.77% 3.40% 7.67% -13.50%
2017 6.03% 3.05% 4.45% 6.62%
2016 1.32% 2.42% 3.82% 3.81%
2015 0.93% 0.27% -6.48% 7.01%

2014 1.75% 5.20% 1.11% 4.91%
2013 5.20% 10.45% -- --

Rank in Category (By Total Return)

YTD 31
1-Month 52
3-Month 46
1-Year 38
3-Year 29
5-Year 26

Load Adjusted Returns

1-Year 33.72%
3-Year 11.31%
5-Year 15.65%
10-Year 13.23%

Performance & Risk

YTD Return 28.03%
5y Average Return 15.72%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family BlackRock
Net Assets 47.35B
YTD Return 27.92%
Yield 1.13%
Morningstar Rating
Inception Date Jul 30, 1993

Fund Summary

The fund is a "feeder" fund that invests all of its assets in the Master Portfolio of MIP, which has the same investment objective and strategies as the fund. At least 90% of the value of the fund's assets is invested in securities comprising the S&P 500 Index. The percentage of the fund's assets invested in a given stock is approximately the same as the percentage such stock represents in the S&P 500 Index.

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