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iShares S&P 500 Index Investor P (BSPPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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586.53+5.06 (+0.87%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.47%
5-year average return12.81%
Number of years up4
Number of years down1
Best 1-yr total return (18 Apr 2024)31.01%
Worst 1-yr total return (18 Apr 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.
ReturnBSPPXCategory
YTD10.45%14.84%
1-month3.19%1.65%
3-month10.45%7.55%
1-year29.41%40.47%
3-year11.10%16.77%
5-year14.65%16.15%
10-year12.60%13.21%
Last bull market39.63%24.09%
Last bear market-16.17%-17.61%

Annual total return (%) history

Year
BSPPXCategory
2024
N/AN/A
2023
25.84%N/A
2022
-18.39%N/A
2021
28.24%N/A
2020
18.05%15.83%
2019
31.01%28.78%
2018
N/A-6.27%

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%
20216.08%8.44%0.50%10.93%
2020-19.60%20.42%8.83%12.03%
201913.54%4.21%1.62%8.96%
2018-13.56%N/AN/AN/A

Rank in category (by total return)

YTD44
1-month59
3-month44
1-year43
3-year31
5-year35

Load adjusted returns

1-year22.62%
3-year9.12%
5-year13.42%
10-year12.00%