Performance analysis of BDJ (BlackRock Enhanced Equity Dividend Trust)
Annual Return
Over the past 3 years, BDJ has had an average annual return of +14.58%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, BDJ has had an average annual return of +8.59%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, BDJ has had an average annual return of +10.31%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Aug 29, 2005, BDJ has had an average annual return of +6.75%, underperforming the benchmark SPY, which returned +11.07% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.78% | +26.07% | +16.87% | -6.72% | +0.76% | +26.56% | -7.66% | +37.45% | -10.41% | +20.77% | +15.28% | +0.63% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +9.60% | +18.92% | +10.98% | -10.35% | +10.70% | +22.10% | -17.77% | -19.34% | +31.04% | -12.89% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.04% | +1.28% | -10.23% | +8.04% | +0.80% | +4.03% | +0.64% | +5.78% | |||||
| 2025 | +6.92% | +2.41% | -3.11% | -3.33% | +4.51% | +4.60% | +0.02% | +3.21% | +1.36% | +0.68% | +1.69% | +4.97% | +26.07% |
| 2024 | +2.80% | +2.89% | +3.59% | -2.09% | +3.57% | -0.28% | +4.99% | +1.97% | +0.90% | +1.46% | +3.74% | -7.23% | +16.87% |
| 2023 | +3.85% | -2.09% | -4.46% | -0.05% | -4.63% | +3.93% | +1.04% | -6.17% | -1.72% | -5.47% | +10.06% | -0.02% | -6.72% |
| 2022 | -2.50% | -0.41% | +2.79% | -6.13% | +5.08% | -7.92% | +9.40% | -1.10% | -13.56% | +10.71% | +6.48% | +0.80% | +0.76% |
| 2021 | -1.56% | +5.92% | +8.95% | +5.51% | +4.65% | -1.57% | +1.39% | +0.19% | -3.35% | +5.83% | -5.26% | +4.13% | +26.56% |
| 2020 | -4.75% | -11.78% | -20.24% | +11.50% | +2.13% | +0.81% | +1.78% | +3.09% | -3.17% | -3.45% | +17.73% | +3.91% | -7.66% |
| 2019 | +9.76% | +2.92% | -0.96% | +3.35% | -4.83% | +7.19% | +2.60% | -1.66% | +4.30% | +2.31% | +3.44% | +4.63% | +37.45% |
| 2018 | +3.33% | -3.41% | -3.78% | +2.95% | +2.98% | +0.72% | +2.59% | +1.57% | +0.71% | -10.17% | +2.92% | -9.96% | -10.41% |
| 2017 | +1.93% | +2.87% | +1.75% | +2.32% | +0.77% | +1.45% | +2.47% | -0.92% | +3.14% | +2.28% | -0.56% | +1.61% | +20.77% |
Drawdown analysis of BDJ (BlackRock Enhanced Equity Dividend Trust)
The maximum drawdown for the BDJ was -59.49%, occurring on Mar 9, 2009. Recovery took 1098 trading sessions.
The current BDJ drawdown is -1.12%.
Since Aug 29, 2005 BDJ has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.49% | May 11, 2007 | 459 | Mar 9, 2009 | 1098 | Jul 18, 2013 | 1557 |
| -48.16% | Dec 31, 2019 | 53 | Mar 18, 2020 | 245 | Mar 9, 2021 | 298 |
| -22.47% | Sep 20, 2018 | 65 | Dec 24, 2018 | 145 | Jul 24, 2019 | 210 |
| -21.40% | Feb 2, 2023 | 184 | Oct 26, 2023 | 175 | Jul 10, 2024 | 359 |
| -18.35% | Jan 12, 2022 | 176 | Sep 26, 2022 | 75 | Jan 12, 2023 | 251 |
| -17.83% | Sep 6, 2005 | 74 | Dec 20, 2005 | 154 | Aug 2, 2006 | 228 |
| -16.25% | May 14, 2015 | 172 | Jan 20, 2016 | 87 | May 24, 2016 | 259 |
| -14.38% | Feb 28, 2025 | 26 | Apr 7, 2025 | 54 | Jun 25, 2025 | 80 |
| -12.27% | Feb 26, 2026 | 22 | Mar 30, 2026 | 62 | Jun 29, 2026 | 84 |
| -10.42% | Jan 26, 2018 | 44 | Apr 2, 2018 | 84 | Jul 31, 2018 | 128 |
| -9.75% | Nov 18, 2024 | 22 | Dec 19, 2024 | 30 | Feb 5, 2025 | 52 |
| -9.11% | Jun 11, 2021 | 133 | Dec 20, 2021 | 16 | Jan 12, 2022 | 149 |
| -7.94% | Jul 23, 2014 | 59 | Oct 15, 2014 | 9 | Oct 28, 2014 | 68 |
| -7.06% | Aug 17, 2016 | 56 | Nov 4, 2016 | 8 | Nov 16, 2016 | 64 |
| -5.63% | Jul 31, 2024 | 3 | Aug 5, 2024 | 14 | Aug 23, 2024 | 17 |
| -5.38% | Jan 10, 2014 | 15 | Feb 3, 2014 | 35 | Mar 25, 2014 | 50 |
| -5.33% | Dec 20, 2006 | 48 | Mar 5, 2007 | 36 | Apr 25, 2007 | 84 |
| -5.25% | Nov 11, 2014 | 24 | Dec 16, 2014 | 48 | Feb 26, 2015 | 72 |
| -4.97% | Jul 18, 2013 | 28 | Aug 27, 2013 | 39 | Oct 22, 2013 | 67 |
| -4.58% | Oct 27, 2025 | 18 | Nov 20, 2025 | 4 | Nov 26, 2025 | 22 |
| -3.98% | Jun 6, 2016 | 15 | Jun 27, 2016 | 3 | Jun 30, 2016 | 18 |
| -3.92% | Oct 24, 2017 | 15 | Nov 14, 2017 | 30 | Dec 28, 2017 | 45 |
| -3.63% | Jul 30, 2019 | 18 | Aug 23, 2019 | 8 | Sep 5, 2019 | 26 |
| -3.55% | Aug 7, 2017 | 3 | Aug 10, 2017 | 23 | Sep 13, 2017 | 26 |
| -3.48% | Sep 20, 2019 | 9 | Oct 3, 2019 | 10 | Oct 17, 2019 | 19 |