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iShares Total US Stock Market Idx K (BKTSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.22+0.30 (+1.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.04%
5-year average return12.75%
Number of years up6
Number of years down2
Best 1-yr total return (22 Apr 2024)31.10%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return31.10%
Worst 3-yr total return7.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBKTSXCategory
YTD9.97%14.84%
1-month3.21%1.65%
3-month9.97%7.55%
1-year29.32%40.47%
3-year9.82%16.77%
5-year14.36%16.15%
10-year0.00%13.21%
Last bull market41.06%24.09%
Last bear market-16.58%-17.61%

Annual total return (%) history

Year
BKTSXCategory
2024
N/AN/A
2023
26.03%N/A
2022
-19.07%N/A
2021
25.57%N/A
2020
20.79%15.83%
2019
31.10%28.78%
2018
-5.34%-6.27%
2017
21.02%20.44%
2016
13.11%10.37%
2015
N/A-1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.97%N/AN/AN/A
20237.18%8.36%-3.19%12.10%
2022-5.27%-16.58%-4.41%7.14%
20216.34%8.26%-0.14%9.23%
2020-20.91%21.94%9.17%14.72%
201914.03%4.16%1.18%9.09%
2018-0.70%3.82%7.18%-14.34%
20175.74%2.97%4.53%6.33%
20161.34%2.62%4.36%4.23%
20156.12%N/AN/AN/A

Rank in category (by total return)

YTD61
1-month55
3-month61
1-year45
3-year59
5-year43

Load adjusted returns

1-year29.32%
3-year9.82%
5-year14.36%
10-yearN/A