New Zealand markets closed

iShares S&P 500 Index Service (BSPSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
615.34+0.70 (+0.11%)
At close: 06:05PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.36%
5-year average return15.02%
Number of years up8
Number of years down2
Best 1-yr total return (26 Mar 2024)31.18%
Worst 1-yr total return (26 Mar 2024)N/A
Best 3-yr total return31.18%
Worst 3-yr total return7.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBSPSXCategory
YTD7.06%14.84%
1-month5.32%1.65%
3-month11.91%7.55%
1-year30.14%40.47%
3-year11.66%16.77%
5-year14.52%16.15%
10-year12.45%13.21%
Last bull market39.78%24.09%
Last bear market-16.14%-17.61%

Annual total return (%) history

Year
BSPSXCategory
2023
26.00%N/A
2022
-18.28%N/A
2021
28.40%N/A
2020
18.21%15.83%
2019
31.18%28.78%
2018
-4.56%-6.27%
2017
21.54%20.44%
2016
11.71%10.37%
2015
1.16%-1.07%
2014
13.39%10.96%
2013
N/A31.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20237.43%8.68%-3.32%11.62%
2022-4.65%-16.14%-4.94%7.51%
20216.11%8.48%0.52%10.97%
2020-19.57%20.46%8.87%12.08%
201913.58%4.25%1.65%8.99%
2018-0.81%3.37%7.64%-13.53%
20176.00%3.02%4.42%6.59%
20161.28%2.39%3.79%3.78%
20150.90%0.24%-6.50%6.97%
20141.71%5.17%1.08%4.87%
20135.16%10.42%N/AN/A

Rank in category (by total return)

YTD38
1-month42
3-month51
1-year29
3-year28
5-year27

Load adjusted returns

1-year30.14%
3-year11.66%
5-year14.52%
10-year12.45%