Back to top
Blackrock Hlthsc Op I: (MF: SHSSX)
(NASDAQ Mutual Funds) As of Jun 30, 2025 08:00 PM ET
$66.57 USD
+0.37 (0.56%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -3.34 | 23 |
| 3 months | -10.02 | 55 |
| 6 months | -9.38 | 23 |
| 1 Year | -5.91 | 36 |
| 3 Year | 3.01 | 42 |
| 5 Year | 4.69 | 30 |
| 10 Year | 7.44 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -26.21 |
| Bull Market (2/09 - 3/21) | 822.26 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | -0.76 |
| 5 Year | 9.89 |
| 10 Year | 8.68 |
| Since Inception | 14.22 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 3.65 | NA | NA | NA |
| 2024 | 8.74 | 0.76 | 4.24 | -8.85 |
| 2023 | -2.37 | 4.38 | -3.75 | 5.86 |
| 2022 | -5.80 | -5.92 | -5.20 | 12.26 |
| 2021 | 0.17 | 7.42 | -2.28 | 6.59 |
| 2020 | -11.48 | 17.54 | 6.42 | 8.17 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -3.34 | 4.11 | 3.83 | -5.69 | 12.08 | 19.78 | 25.64 | 8.27 | 25.15 | -5.79 | 11.31 |
| % Total Return Rel to Index | -4.40 | -20.90 | -22.40 | 12.51 | -16.59 | 1.37 | -5.84 | 12.67 | 3.35 | -17.72 | 9.92 |
| % Total Return Rel to Peer | 2.00 | 1.50 | -1.92 | 3.71 | 3.39 | -1.49 | -1.03 | 8.15 | 3.03 | 4.98 | 3.88 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 3.00 | 3.00 | 1.00 | 2.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.25 | 0.33 | 0.38 | 0.16 | 0.13 | 0.32 | 0.22 | 0.02 | 0.00 | 0.77 |
| % Yield | 0.00 | 0.32 | 0.31 | 0.48 | 0.17 | 0.15 | 0.43 | 0.35 | 0.03 | 0.00 | 1.31 |
| Capital Gains ($) | 0.00 | 5.58 | 2.33 | 4.66 | 7.00 | 3.26 | 2.32 | 4.53 | 2.01 | 1.08 | 5.44 |
| Expense Ratio | 0.00 | 0.83 | 0.84 | 0.85 | 0.84 | 0.85 | 0.84 | 0.86 | 0.89 | 0.90 | 0.88 |
* 1 = Top 20%, 5 = Bottom 20%