UK markets closed

iShares S&P 500 Index Institutional (BSPIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
601.07+7.48 (+1.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.94%
5-year average return13.49%
Number of years up8
Number of years down2
Best 1-yr total return (2 May 2024)31.34%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return31.34%
Worst 3-yr total return7.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBSPIXCategory
YTD5.99%14.84%
1-month-4.10%1.65%
3-month4.26%7.55%
1-year22.52%40.47%
3-year7.95%16.77%
5-year13.08%16.15%
10-year12.30%13.21%
Last bull market26.07%24.09%
Last bear market-16.12%-17.61%

Annual total return (%) history

Year
BSPIXCategory
2024
N/AN/A
2023
26.15%N/A
2022
-18.19%N/A
2021
28.56%N/A
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
N/A31.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.52%N/AN/AN/A
20237.47%8.71%-3.30%11.66%
2022-4.62%-16.12%-4.91%7.54%
20216.14%8.51%0.56%11.00%
2020-19.55%20.49%8.90%12.10%
201913.61%4.27%1.69%9.03%
2018-0.77%3.40%7.67%-13.50%
20176.03%3.05%4.45%6.62%
20161.32%2.42%3.82%3.81%
20150.93%0.27%-6.48%7.01%
20141.75%5.20%1.11%4.91%
20135.20%10.45%N/AN/A

Rank in category (by total return)

YTD38
1-month39
3-month38
1-year39
3-year25
5-year23

Load adjusted returns

1-year22.52%
3-year7.95%
5-year13.08%
10-year12.30%