Performance analysis of BALQ (iShares Nasdaq Premium Income Active ETF)
Annual Return
Since Dec 3, 2025, BALQ has had an average annual return of +15.82%, outperforming the benchmark SPY, which returned +9.41% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.39% | -0.49% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.16% | -2.30% | -4.81% | +15.57% | +11.04% | +0.75% | -5.24% | +16.39% | |||||
| 2025 | -0.49% | -0.49% |
Drawdown analysis of BALQ (iShares Nasdaq Premium Income Active ETF)
The maximum drawdown for the BALQ was -11.79%, occurring on Mar 30, 2026. Recovery took 10 trading sessions.
The current BALQ drawdown is -5.45%.
Since Dec 3, 2025 BALQ has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.79% | Jan 28, 2026 | 42 | Mar 30, 2026 | 10 | Apr 14, 2026 | 52 |
| -6.54% | Jun 2, 2026 | 6 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -4.49% | Dec 10, 2025 | 5 | Dec 17, 2025 | 12 | Jan 6, 2026 | 17 |
| -2.89% | Jan 12, 2026 | 5 | Jan 20, 2026 | 4 | Jan 26, 2026 | 9 |
| -2.69% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -0.97% | Apr 17, 2026 | 2 | Apr 21, 2026 | 1 | Apr 22, 2026 | 3 |
| -0.95% | Apr 27, 2026 | 1 | Apr 28, 2026 | 2 | Apr 30, 2026 | 3 |
| -0.77% | Apr 22, 2026 | 1 | Apr 23, 2026 | 1 | Apr 24, 2026 | 2 |
| -0.69% | May 11, 2026 | 1 | May 12, 2026 | 1 | May 13, 2026 | 2 |
| -0.63% | Jan 6, 2026 | 2 | Jan 8, 2026 | 1 | Jan 9, 2026 | 3 |
| -0.37% | May 6, 2026 | 1 | May 7, 2026 | 1 | May 8, 2026 | 2 |
| -0.15% | Dec 5, 2025 | 1 | Dec 8, 2025 | 1 | Dec 9, 2025 | 2 |
| -0.14% | May 1, 2026 | 1 | May 4, 2026 | 1 | May 5, 2026 | 2 |
| -0.13% | Dec 3, 2025 | 1 | Dec 4, 2025 | 1 | Dec 5, 2025 | 2 |