iShares MSCI BIC ETF (BKF) Performance
BKF total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −12.4% since Dec 31, 2025
- 1 year
- −14.4% total return
- 5 years
- −3.4% a year
- 10 years
- +2.9% a year
- Since first price
- −0.3% a year since 2007
BKF trailing returns vs SPY, QQQ, AGG
| Period | BKF total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −3.8% | −3.8% | −1.0% | −5.0% | +0.9% |
| 3 months | −3.4% | −3.4% | +3.2% | +1.9% | −0.4% |
| 6 months | −9.3% | −9.7% | +7.8% | +8.4% | −1.5% |
| YTD | −12.4% | −12.8% | +12.3% | +15.1% | −1.0% |
| 1 year | −14.4% | −15.7% | +14.4% | +15.9% | −1.1% |
| 3 years | +25.0%+7.7%/yr | +18.3% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | −15.7%−3.4%/yr | −24.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +32.8%+2.9%/yr | +10.0% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +40.1%+2.3%/yr | +2.8% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionNov 16, 2007 | −5.2%−0.3%/yr | −34.4% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: BKF vs SPY
From Nov 16, 2007: BKF grew to $9,482, SPY to $73,758.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BKF returns by calendar year
10 of 18 full years positive. Best 2009 (+85.5%), worst 2008 (−57.2%). 2026 is year to date.
BKF annual returns table
| Year | BKF | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −12.4% | −16.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +22.3% | −16.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +9.2% | −14.7% | +24.9% | +25.6% | +1.3% |
| 2023 | +1.3% | −15.7% | +26.2% | +54.9% | +5.7% |
| 2022 | −21.8% | −36.2% | −18.2% | −32.6% | −13.0% |
| 2021 | −11.9% | −26.1% | +28.7% | +27.4% | −1.8% |
| 2020 | +16.5% | −30.9% | +18.3% | +48.6% | +7.5% |
| 2019 | +22.9% | −12.2% | +31.2% | +39.0% | +8.5% |
| 2018 | −13.8% | −27.9% | −4.6% | −0.1% | +0.1% |
| 2017 | +41.8% | −6.9% | +21.7% | +32.7% | +3.6% |
| 2016 | +11.0% | −14.0% | +12.0% | +7.1% | +2.4% |
| 2015 | −14.0% | −30.2% | +1.2% | +9.4% | +0.5% |
| 2014 | −4.2% | −20.8% | +13.5% | +19.2% | +6.0% |
| 2013 | −5.3% | −21.4% | +32.3% | +36.6% | −2.0% |
| 2012 | +15.2% | −22.8% | +16.0% | +18.1% | +3.8% |
| 2011 | −24.7% | −36.0% | +1.9% | +3.4% | +7.7% |
| 2010 | +9.2% | −19.9% | +15.1% | +19.9% | +6.4% |
| 2009 | +85.5% | −26.9% | +26.4% | +54.7% | +3.0% |
| 2008 | −57.2% | −69.3% | −36.8% | −41.7% | +7.9% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
BKF largest drawdowns
Now 29.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 6, 2007 | −70.3% | Nov 20, 2008 | Jan 26, 2018 | 11 months | 10.1 years |
| Feb 17, 2021 | −49.2% | Oct 24, 2022 | not yet | 1.7 years | 5.7 years so far |
| Jan 26, 2018 | −33.3% | Mar 23, 2020 | Oct 12, 2020 | 2.2 years | 2.7 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
BKF risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2007 |
|---|---|---|---|---|
| Annualized return | +6.9% | −2.1% | +3.2% | −0.3% |
| Volatility (annualized) | 13.2% | 17.8% | 17.8% | 23.1% |
| Sharpe ratio | 0.24 | -0.24 | 0.14 | 0.05 |
| Sortino ratio | 0.38 | -0.34 | 0.20 | 0.07 |
| Best month | +10.9% | +18.3% | +18.3% | +26.1% |
| Worst month | −6.8% | −10.6% | −15.5% | −26.6% |
| Best 12 months | +23.1% | +23.1% | +49.6% | +101.1% |
| Worst 12 months | −12.7% | −37.4% | −37.4% | −60.3% |
| Positive months | 56% | 50% | 56% | 54% |
| Beta vs S&P 500 | 0.34 | 0.41 | 0.58 | — |
| Correlation with S&P 500 | 0.32 | 0.36 | 0.50 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
BKF rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 216 | −60.3% | +3.3% | +101.1% | 56% |
| 3-year (a year) | 192 | −14.3% | +1.5% | +28.7% | 56% |
| 5-year (a year) | 168 | −9.3% | +0.6% | +17.9% | 54% |
| 10-year (a year) | 108 | −0.9% | +2.3% | +9.2% | 94% |
Every holding period starting at a month-end since 2007. Returns for 3 years and longer are annualized.
BKF performance overview
iShares MSCI BIC ETF (BKF) returned −14.4% over the past year and +2.9% a year over ten years, with distributions reinvested. Since its first recorded price in 2007 it has returned −0.3% a year, turning $10,000 into about $9,482. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −70.3%, from Dec 6, 2007 to Nov 20, 2008, and it took 9.2 years to get back to the old high. BKF finished 10 of its 18 full calendar years with a gain; the best year was 2009 (+85.5%) and the worst 2008 (−57.2%). Volatility has been 23.1% a year.
Related: BKF chart, BKF holdings, BKF dividends. See the BKF overview for the latest quote and fund facts.
BKF performance FAQ
What is the BKF return over the past year?
BKF returned −14.4% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 15.7%.
What is the average annual return of BKF?
BKF has returned −3.4% a year over 5 years, +2.9% a year over 10 years, −0.3% a year since November 16, 2007 (total return, distributions reinvested).
How much would $10,000 invested in BKF be worth?
$10,000 invested in BKF at its first recorded close on November 16, 2007 would be worth about $9,482 on October 23, 2026 with distributions reinvested.
What was the worst year for BKF?
The worst calendar year was 2008, with a total return of −57.2%. The best was 2009 at +85.5%.
What is the biggest drawdown of BKF?
The largest peak-to-trough decline was −70.3% between December 6, 2007 and November 20, 2008. It recovered to the old high on January 26, 2018, 9.2 years after the bottom.
How volatile is BKF?
Over the past 3 years BKF had an annualized volatility of 13.2% and a Sharpe ratio of 0.24 (excess return over 1–3 month T-bills per unit of risk).