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iShares Russell 1000 Large-Cap Idx Instl (BRGNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.40-0.16 (-0.49%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.89%
5-year average return12.99%
Number of years up10
Number of years down2
Best 1-yr total return (24 Apr 2024)33.09%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return33.09%
Worst 3-yr total return7.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBRGNXCategory
YTD10.27%14.84%
1-month3.21%1.65%
3-month10.27%7.55%
1-year29.78%40.47%
3-year10.36%16.77%
5-year14.64%16.15%
10-year12.55%13.21%
Last bull market40.50%24.09%
Last bear market-16.69%-17.61%

Annual total return (%) history

Year
BRGNXCategory
2024
N/AN/A
2023
26.42%N/A
2022
-19.14%N/A
2021
26.27%N/A
2020
20.79%15.83%
2019
31.28%28.78%
2018
-4.88%-6.27%
2017
21.46%20.44%
2016
11.92%10.37%
2015
0.82%-1.07%
2014
13.07%10.96%
2013
33.09%31.50%
2012
16.42%14.96%
2011
N/A-1.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.27%N/AN/AN/A
20237.42%8.54%-3.14%11.94%
2022-5.12%-16.69%-4.61%7.24%
20215.88%8.49%0.16%9.74%
2020-20.24%21.77%9.42%13.65%
201913.99%4.18%1.37%9.06%
2018-0.75%3.58%7.38%-13.82%
20175.99%3.01%4.46%6.50%
20161.15%2.48%4.01%3.81%
20151.51%0.08%-6.78%6.45%
20141.97%5.13%0.58%4.86%
201310.85%2.51%6.00%10.50%
201212.95%-3.06%6.20%0.12%
20110.02%-14.70%11.68%N/A

Rank in category (by total return)

YTD52
1-month54
3-month52
1-year35
3-year47
5-year35

Load adjusted returns

1-year29.78%
3-year10.36%
5-year14.64%
10-year12.55%