Nasdaq - Delayed Quote USD

iShares S&P 500 Index K (WFSPX)

635.00 -11.07 (-1.71%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 16.43%
5y Average Return 14.89%
Number of Years Up 24
Number of Years Down 6
Best 1Y Total Return (Sep 5, 2024) 32.21%
Worst 1Y Total Return (Sep 5, 2024) --
Best 3Y Total Return 32.21%
Worst 3Y Total Return 7.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WFSPX
Category
YTD
19.47%
5.31%
1-Month
2.41%
-4.19%
3-Month
7.37%
3.90%
1-Year
27.05%
20.31%
3-Year
9.34%
6.48%
5-Year
15.88%
11.78%
10-Year
12.95%
10.96%
Last Bull Market
26.10%
25.56%
Last Bear Market
-16.10%
-15.11%

Annual Total Return (%) History

Year
WFSPX
Category
2024
--
--
2023
26.24%
22.32%
2022
-18.13%
-16.96%
2021
28.65%
26.07%
2020
18.43%
15.83%
2019
31.43%
28.78%
2018
-4.38%
-6.27%
2017
21.77%
20.44%

2016
11.92%
10.37%
2015
1.35%
-1.07%
2014
13.61%
10.96%
2013
32.21%
31.50%
2012
15.84%
14.96%
2011
1.98%
-1.27%
2010
14.92%
14.01%
2009
26.49%
28.17%
2008
-37.01%
-37.79%
2007
5.36%
6.16%
2006
15.60%
14.17%
2005
4.71%
5.88%
2004
10.68%
10.02%
2003
28.37%
27.05%
2002
-22.20%
-22.25%
2001
-12.11%
-13.50%
2000
-9.34%
-6.31%
1999
20.50%
20.16%
1998
28.41%
22.39%
1997
33.07%
28.37%
1996
22.62%
20.76%
1995
37.15%
32.35%
1994
0.78%
-0.93%
1993
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.54% 4.27% -- --
2023 7.49% 8.73% -3.28% 11.67%
2022 -4.61% -16.10% -4.89% 7.56%
2021 6.16% 8.53% 0.57% 11.02%
2020 -19.54% 20.51% 8.92% 12.12%
2019 13.63% 4.29% 1.71% 9.05%
2018 -0.76% 3.42% 7.69% -13.49%
2017 6.05% 3.07% 4.47% 6.64%
2016 1.33% 2.44% 3.84% 3.83%
2015 0.95% 0.28% -6.46% 7.03%

2014 1.77% 5.22% 1.12% 4.93%
2013 10.58% 2.87% 5.21% 10.47%
2012 12.56% -2.80% 6.31% -0.41%
2011 5.89% 0.06% -13.90% 11.78%
2010 5.37% -11.45% 11.24% 10.71%
2009 -10.97% 15.94% 15.56% 6.03%
2008 -9.47% -2.76% -8.49% -21.81%
2007 0.60% 6.23% 2.03% -3.37%
2006 4.17% -1.48% 5.63% 6.64%
2005 -2.19% 1.32% 3.56% 2.03%
2004 1.65% 1.67% -1.91% 9.19%
2003 -3.22% 15.31% 2.59% 12.12%
2002 0.23% -13.43% -17.29% 8.41%
2001 -11.94% 5.85% -14.79% 10.66%
2000 2.20% -2.75% -0.97% -7.89%
1999 4.80% 6.99% -6.40% 14.83%
1998 13.84% 3.24% -9.93% 21.31%
1997 2.62% 17.36% 7.42% 2.85%
1996 5.40% 4.40% 2.97% 8.23%
1995 9.61% 9.47% 7.92% 5.91%
1994 -3.70% 0.01% 4.64% -0.00%
1993 2.15% -- -- --

Rank in Category (By Total Return)

YTD 25
1-Month 40
3-Month 32
1-Year 30
3-Year 22
5-Year 21

Load Adjusted Returns

1-Year 27.05%
3-Year 9.34%
5-Year 15.88%
10-Year 12.95%

Performance & Risk

YTD Return 16.43%
5y Average Return 14.89%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family BlackRock
Net Assets 43.55B
YTD Return 19.47%
Yield 1.23%
Morningstar Rating
Inception Date Apr 10, 2013

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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