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iShares S&P 500 Index Investor A (BSPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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622.580.00 (0.00%)
As of 10:33AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.74%
5-year average return14.82%
Number of years up8
Number of years down2
Best 1-yr total return (19 May 2024)31.01%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return31.01%
Worst 3-yr total return7.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBSPAXCategory
YTD5.91%5.31%
1-month-4.12%-4.19%
3-month4.19%3.90%
1-year22.21%20.31%
3-year7.68%6.48%
5-year12.80%11.78%
10-year12.02%10.96%
Last bull market25.94%25.56%
Last bear market-16.17%-15.11%

Annual total return (%) history

Year
BSPAXCategory
2024
N/AN/A
2023
25.84%22.32%
2022
-18.39%-16.96%
2021
28.23%26.07%
2020
18.05%15.83%
2019
31.01%28.78%
2018
-4.68%-6.27%
2017
21.38%20.44%
2016
11.56%10.37%
2015
1.03%-1.07%
2014
13.25%10.96%
2013
N/A31.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.45%N/AN/AN/A
20237.40%8.65%-3.36%11.59%
2022-4.68%-16.17%-4.97%7.47%
20216.07%8.45%0.49%10.93%
2020-19.60%20.42%8.83%12.03%
201913.54%4.21%1.62%8.96%
2018-0.83%3.34%7.61%-13.56%
20175.96%2.99%4.39%6.55%
20161.25%2.36%3.76%3.74%
20150.87%0.20%-6.53%6.94%
20141.69%5.13%1.04%4.84%
20135.13%10.38%N/AN/A

Rank in category (by total return)

YTD42
1-month42
3-month44
1-year46
3-year31
5-year35

Load adjusted returns

1-year22.21%
3-year7.68%
5-year12.80%
10-year12.02%