Performance analysis of BGB (Blackstone Strategic Credit 2027 Term Fund)
Annual Return
Over the past 3 years, BGB has had an average annual return of +12.43%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, BGB has had an average annual return of +5.01%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, BGB has had an average annual return of +6.41%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Sep 26, 2012, BGB has had an average annual return of +4.28%, underperforming the benchmark SPY, which returned +14.86% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.48% | +4.78% | +18.66% | +19.46% | -16.08% | +15.40% | -4.62% | +17.08% | -5.24% | +10.11% | +25.98% | -11.91% |
| 2014 | 2013 | 2012 | |||||||||
| -0.30% | +3.44% | -6.10% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0% | -3.26% | -0.81% | +1.88% | +1.50% | -0.71% | -1.48% | ||||||
| 2025 | +1.97% | -0.42% | -1.31% | -1.73% | +2.21% | +2.18% | +3.13% | +2.26% | -2.80% | -2.07% | +0.76% | +0.72% | +4.78% |
| 2024 | +3% | +1.59% | +2.08% | -0.23% | +1.46% | +1.10% | +2.22% | +1.83% | +2% | +0.19% | +2.88% | -0.83% | +18.66% |
| 2023 | +6% | +0.50% | -3.25% | +1.57% | -1.80% | +5.52% | +2.81% | +0.02% | +0.37% | -2.26% | +3.78% | +5.21% | +19.46% |
| 2022 | -0.37% | -1.14% | -0.78% | -4.34% | -4.14% | -5.09% | +5.54% | +1.85% | -9.82% | -0.30% | +5.50% | -3.23% | -16.08% |
| 2021 | +4.09% | +1.87% | +1.84% | +1.97% | +1.49% | +2.59% | -1.13% | +1.69% | +0.44% | +1.24% | -1.28% | -0.26% | +15.40% |
| 2020 | +1.94% | -6.92% | -22.28% | +4.53% | +4.42% | +3.26% | +3.13% | +3.29% | +2.76% | -3.11% | +6.04% | +2.05% | -4.62% |
| 2019 | +6.61% | +2.51% | -1.73% | +1.96% | +0.33% | +2.96% | +2.96% | -4.11% | +3.14% | -5.57% | +3.53% | +3.97% | +17.08% |
| 2018 | +0.38% | +0.99% | +1.05% | +1.30% | -0.41% | +0.66% | +1.62% | +0.60% | +0.34% | -5.96% | -0.70% | -4.89% | -5.24% |
| 2017 | +3.20% | +1.73% | -0.34% | +3.58% | +0.15% | -1.20% | +2.24% | -1.32% | +1.48% | -0.09% | -0.16% | +0.54% | +10.11% |
Drawdown analysis of BGB (Blackstone Strategic Credit 2027 Term Fund)
The maximum drawdown for the BGB was -44.87%, occurring on Mar 18, 2020. Recovery took 280 trading sessions.
The current BGB drawdown is -4.83%.
Since Sep 26, 2012 BGB has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.87% | Feb 20, 2020 | 19 | Mar 18, 2020 | 280 | Apr 28, 2021 | 299 |
| -24.88% | May 10, 2013 | 696 | Feb 16, 2016 | 205 | Dec 6, 2016 | 901 |
| -21.24% | Oct 22, 2021 | 246 | Oct 14, 2022 | 320 | Jan 25, 2024 | 566 |
| -16.36% | Oct 1, 2018 | 57 | Dec 21, 2018 | 130 | Jul 1, 2019 | 187 |
| -12.77% | Feb 11, 2025 | 38 | Apr 7, 2025 | 58 | Jul 1, 2025 | 96 |
| -9.06% | Aug 29, 2025 | 144 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -7.91% | Sep 20, 2019 | 29 | Oct 31, 2019 | 48 | Jan 10, 2020 | 77 |
| -7.63% | Oct 9, 2012 | 53 | Dec 27, 2012 | 43 | Mar 1, 2013 | 96 |
| -4.93% | Jul 30, 2019 | 12 | Aug 15, 2019 | 23 | Sep 18, 2019 | 35 |
| -3.86% | Jul 10, 2024 | 18 | Aug 5, 2024 | 9 | Aug 16, 2024 | 27 |
| -3.24% | Dec 9, 2024 | 8 | Dec 19, 2024 | 27 | Jan 31, 2025 | 35 |
| -3.15% | May 12, 2017 | 30 | Jun 26, 2017 | 20 | Jul 25, 2017 | 50 |
| -2.89% | Oct 13, 2017 | 22 | Nov 14, 2017 | 16 | Dec 7, 2017 | 38 |
| -2.79% | Jul 6, 2021 | 9 | Jul 19, 2021 | 13 | Aug 5, 2021 | 22 |
| -2.67% | Mar 1, 2017 | 6 | Mar 9, 2017 | 23 | Apr 11, 2017 | 29 |
| -2.62% | May 21, 2024 | 5 | May 29, 2024 | 6 | Jun 6, 2024 | 11 |
| -2.54% | Mar 13, 2013 | 6 | Mar 21, 2013 | 5 | Mar 28, 2013 | 11 |
| -2.38% | Feb 1, 2018 | 2 | Feb 5, 2018 | 13 | Feb 23, 2018 | 15 |
| -2.35% | Aug 7, 2017 | 3 | Aug 10, 2017 | 29 | Sep 21, 2017 | 32 |
| -1.94% | Mar 28, 2013 | 7 | Apr 9, 2013 | 23 | May 10, 2013 | 30 |
| -1.93% | Mar 28, 2024 | 10 | Apr 12, 2024 | 13 | May 1, 2024 | 23 |
| -1.66% | Oct 8, 2024 | 19 | Nov 4, 2024 | 5 | Nov 11, 2024 | 24 |
| -1.64% | Aug 16, 2018 | 13 | Sep 5, 2018 | 18 | Oct 1, 2018 | 31 |
| -1.57% | Jun 7, 2024 | 8 | Jun 20, 2024 | 9 | Jul 3, 2024 | 17 |
| -1.52% | Dec 8, 2017 | 13 | Dec 28, 2017 | 23 | Feb 1, 2018 | 36 |