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Ishares S&p 500 Index Fund - Institutional: (MF: BSPIX)

(NASDAQ Mutual Funds) As of May 27, 2025 08:00 PM ET

$694.11 USD

+13.97 (2.05%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2025

Total Return %* Percentile Rank Objective
YTD -4.93 78
3 months -7.50 70
6 months -1.77 44
1 Year 11.98 13
3 Year 12.06 11
5 Year 15.48 14
10 Year 12.20 2

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Apr 30, 2025

1 Year 8.12
5 Year 18.45
10 Year 12.39
Since Inception 13.07

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.29 NA NA NA
2024 10.52 4.25 5.84 2.37
2023 7.46 8.71 -3.29 11.65
2022 -4.62 -16.11 -4.90 7.53
2021 6.13 8.51 0.55 11.00
2020 -19.55 20.49 8.90 12.10

Annual Return

20252024202320222021202020192018201720162015
% Total Return -4.9324.8526.14-18.1828.5518.3431.34-4.4321.6811.841.27
% Total Return Rel to Index -0.02-0.16-0.090.01-0.12-0.06-0.14-0.04-0.11-0.09-0.11
% Total Return Rel to Peer -2.749.0110.86-7.394.2110.135.703.124.270.524.49
% Perf Quintile vs Peer* 0.000.001.005.002.001.001.002.001.003.001.00
% Dividends 1.878.157.697.256.646.597.355.815.315.084.61
% Yield 0.271.131.361.541.131.421.851.871.601.821.80
Capital Gains ($) 0.001.100.361.483.210.480.001.410.861.071.30
Expense Ratio 0.000.100.100.100.100.100.100.110.110.110.11

* 1 = Top 20%, 5 = Bottom 20%