SHSSX Performance — BlackRock Health Sciences Opportunities Portfolio, Institutional Class
Data updated: 2026-09-25
SHSSX returned −2.50% year to date and +17.15% over one year to May 2026. Annualised returns are +7.82% over 3 years and +4.34% over 5 years. The fund trailed its Health Care Equity category average: $100 invested three years ago grew to $125, against $131 for the category, and to $117 over one year, against $129. Volatility over the past three years was 13.00% a year. In the 12 months to May 2026 the fund lost a net $861.4M, and assets reached $5.91B.
SHSSX Growth of $100
What $100 invested in BlackRock Health Sciences Opportunities Portfolio grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Health Care Equity category average over the same months.
| Period | SHSSX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $117 | $129 |
| 3 years (Jun 2023 – May 2026) | $125 | $131 |
| 5 years (Jun 2021 – May 2026) | $124 | $116 |
| Since data start (Jul 2019 – May 2026) | $176 | $167 |
SHSSX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | −2.50% |
| 1 year | +17.15% |
| 3 years (annualised) | +7.82% |
| 5 years (annualised) | +4.34% |
SHSSX Annual Returns
Calendar-year total returns of BlackRock Health Sciences Opportunities Portfolio, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | −2.50% |
| 2025 | +16.28% |
| 2024 | +4.13% |
| 2023 | +3.83% |
| 2022 | −5.70% |
| 2021 | +12.06% |
| 2020 | +19.80% |
| 2019 (Jul–Dec) | +13.19% |
SHSSX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.1% | +2.3% | −6.8% | −0.5% | +2.7% | — | — | — | — | — | — | — |
| 2025 | +7.0% | +0.4% | −3.5% | −2.2% | −4.5% | +2.3% | −1.7% | +4.9% | +1.8% | +4.6% | +9.0% | −2.0% |
| 2024 | +3.5% | +2.9% | +2.1% | −4.3% | +2.8% | +2.5% | +1.9% | +4.1% | −1.8% | −4.1% | +1.4% | −6.2% |
| 2023 | −0.9% | −4.4% | +3.0% | +3.4% | −3.2% | +4.2% | −0.2% | −0.4% | −3.2% | −3.3% | +4.9% | +4.4% |
| 2022 | −8.8% | −1.0% | +4.3% | −4.8% | +0.5% | −1.7% | +3.2% | −5.2% | −3.1% | +9.1% | +4.9% | −1.9% |
| 2021 | +0.1% | −2.0% | +2.1% | +4.5% | +0.1% | +2.7% | +2.0% | +1.1% | −5.2% | +4.0% | −4.5% | +7.3% |
| 2020 | −2.0% | −5.1% | −4.8% | +12.7% | +5.5% | −1.1% | +4.6% | +2.5% | −0.8% | −4.0% | +7.0% | +5.3% |
| 2019 | — | — | — | — | — | — | +0.7% | −0.2% | −2.1% | +5.6% | +5.4% | +3.4% |
SHSSX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 13.00%
- 3-year Sharpe ratio: 0.26 (vs 4.5% risk-free rate)
- Best month: +9.03% (Nov 2025)
- Worst month: −6.83% (Mar 2026)
SHSSX Fund Flows
Monthly money in and out of BlackRock Health Sciences Opportunities Portfolio, from SEC Form N-PORT.
- 12-month net flow: −$861.4M
- 12-month gross sales (incl. reinvestments): $1.3B
- Sales ÷ redemptions: 0.60×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $38.9M | $135.5M | −$96.7M |
| Apr 2026 | $41.6M | $177.0M | −$135.4M |
| Mar 2026 | $43.4M | $115.5M | −$72.1M |
| Feb 2026 | $47.1M | $129.1M | −$81.9M |
| Jan 2026 | $69.6M | $146.2M | −$76.6M |
| Dec 2025 | $345.3M | $173.0M | $172.3M |
| Nov 2025 | $67.9M | $151.0M | −$83.1M |
| Oct 2025 | $56.9M | $184.7M | −$127.8M |
| Sep 2025 | $40.3M | $212.4M | −$172.1M |
| Aug 2025 | $43.1M | $218.5M | −$175.4M |
| Jul 2025 | $423.7M | $301.9M | $121.8M |
| Jun 2025 | $48.9M | $183.3M | −$134.4M |
SHSSX Assets Under Management
Net assets of BlackRock Health Sciences Opportunities Portfolio by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-29 | $5.91B |
| 2026-02-27 | $6.53B |
| 2025-11-28 | $6.79B |
| 2025-08-29 | $6.22B |
| 2025-05-30 | $6.45B |
| 2025-02-28 | $7.48B |
| 2024-11-29 | $8.02B |
| 2024-08-30 | $8.74B |
| 2024-05-31 | $8.32B |
| 2024-02-29 | $8.48B |
| 2023-11-30 | $7.94B |
| 2023-08-31 | $8.44B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.