Nasdaq - Delayed Quote USD

BlackRock Sustainable US Value Eq K (BSVKX)

9.24
0.00
(0.00%)
At close: April 23 at 8:00:09 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.15%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (Apr 11, 2025) 10.78%
Worst 1Y Total Return (Apr 11, 2025) --
Best 3Y Total Return 10.78%
Worst 3Y Total Return 2.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BSVKX
Category
YTD
2.58%
4.44%
1-Month
-1.71%
-4.04%
3-Month
2.58%
4.09%
1-Year
0.79%
14.37%
3-Year
2.96%
6.04%
5-Year
0.00%
9.20%
10-Year
0.00%
8.57%
Last Bull Market
8.77%
22.97%
Last Bear Market
-12.48%
-11.27%

Annual Total Return (%) History

Year
BSVKX
Category
2025
--
--
2024
5.74%
--
2023
10.78%
11.63%
2022
-7.58%
-5.90%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.58% -- -- --
2024 7.62% -2.05% 4.65% -4.15%
2023 -0.22% 4.91% -4.09% 10.34%
2022 1.76% -12.48% -7.37% 12.03%

Rank in Category (By Total Return)

YTD 31
1-Month 19
3-Month 31
1-Year 94
3-Year 97
5-Year --

Load Adjusted Returns

1-Year 0.79%
3-Year 2.96%
5-Year --
10-Year --

Performance & Risk

YTD Return -8.15%
5y Average Return 0.00%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family BlackRock
Net Assets 5.3M
YTD Return 2.58%
Yield 1.98%
Morningstar Rating
Inception Date Oct 18, 2021

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 equity securities of U.S. issuers and derivatives with similar economic characteristics. Generally, the fund will invest in equities or other financial instruments that are components of, or have market capitalizations similar to, the securities included in, the Russell 1000® Value Index. It is non-diversified.

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