Performance analysis of BGR (Blackrock Energy & Resources Trust)
Annual Return
Over the past 3 years, BGR has had an average annual return of +18.66%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, BGR has had an average annual return of +17.52%, outperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, BGR has had an average annual return of +8.56%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Dec 23, 2004, BGR has had an average annual return of +6.18%, underperforming the benchmark SPY, which returned +10.92% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +22.42% | +17.29% | +8.09% | +5.71% | +38.91% | +40.24% | -34.81% | +23.31% | -21.21% | +5.18% | +24.29% | -31.61% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| -7.97% | +21.51% | +2.95% | -9.05% | +19.61% | +82.47% | -48.10% | +27.70% | +18.57% | +11.29% | +0.12% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +15.38% | +2.14% | +10.56% | -1.37% | -8.12% | +3.68% | +22.42% | ||||||
| 2025 | +5.36% | +1.55% | +2.86% | -8.46% | +1.18% | +7.90% | +1.72% | +2.53% | +0.28% | -1.27% | +5.26% | -1.88% | +17.29% |
| 2024 | -2.22% | +2.04% | +8.37% | -0.65% | +2.03% | -0.08% | +1.18% | -0.33% | -1.91% | +0.90% | +6.40% | -7.06% | +8.09% |
| 2023 | +5.91% | -4.72% | -2.41% | +3.58% | -7.30% | +4.82% | +4.96% | +2.68% | +2.61% | -3.33% | +1.24% | -1.45% | +5.71% |
| 2022 | +14.32% | +3.03% | +5.03% | -1.44% | +14.30% | -15.09% | +6.89% | -0.52% | -6.36% | +20.90% | +1.85% | -4.26% | +38.91% |
| 2021 | +3.28% | +15.33% | +6.40% | -0.02% | +6.99% | +4.53% | -10.14% | +0.76% | +8.06% | +8.20% | -6.50% | -0.03% | +40.24% |
| 2020 | -4.61% | -12.56% | -34.92% | +15.72% | +1.67% | -0.18% | -3.09% | +0.07% | -13.10% | -5.47% | +26.97% | +1.09% | -34.81% |
| 2019 | +14.52% | +1.66% | +1.49% | +1.47% | -8.17% | +7.83% | -4.23% | -6.96% | +7.63% | -1.28% | +0.51% | +9.16% | +23.31% |
| 2018 | +5.26% | -9.05% | -0.99% | +11.82% | +1.60% | +2.95% | +1.16% | -4.20% | +0.42% | -12.61% | -0.96% | -15.62% | -21.21% |
| 2017 | +0.54% | -1.76% | -1.99% | -0.91% | -1.36% | -1.61% | +2.46% | -4.56% | +9.97% | -0.67% | +1.02% | +4.71% | +5.18% |
Drawdown analysis of BGR (Blackrock Energy & Resources Trust)
The maximum drawdown for the BGR was -72.81%, occurring on Mar 18, 2020. Recovery took 1015 trading sessions.
The current BGR drawdown is -6.47%.
Since Dec 23, 2004 BGR has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.81% | Jul 24, 2014 | 1422 | Mar 18, 2020 | 1015 | Apr 1, 2024 | 2437 |
| -69.70% | Jul 1, 2008 | 100 | Nov 20, 2008 | 569 | Feb 25, 2011 | 669 |
| -31.48% | Apr 5, 2011 | 126 | Oct 4, 2011 | 560 | Dec 26, 2013 | 686 |
| -20.56% | Jul 17, 2007 | 22 | Aug 16, 2007 | 91 | Dec 26, 2007 | 113 |
| -18.26% | Feb 19, 2025 | 34 | Apr 8, 2025 | 50 | Jun 20, 2025 | 84 |
| -14.27% | Jan 3, 2008 | 12 | Jan 22, 2008 | 24 | Feb 26, 2008 | 36 |
| -12.36% | Oct 3, 2005 | 13 | Oct 20, 2005 | 55 | Jan 10, 2006 | 68 |
| -12.12% | Mar 4, 2005 | 50 | May 16, 2005 | 34 | Jul 5, 2005 | 84 |
| -11.34% | Feb 28, 2008 | 15 | Mar 20, 2008 | 12 | Apr 8, 2008 | 27 |
| -9.79% | Mar 27, 2026 | 43 | May 29, 2026 | Ongoing | Ongoing | Ongoing |
| -9.69% | Jan 7, 2014 | 18 | Feb 3, 2014 | 46 | Apr 9, 2014 | 64 |
| -9.38% | May 10, 2006 | 28 | Jun 20, 2006 | 85 | Oct 19, 2006 | 113 |
| -8.60% | Nov 26, 2024 | 22 | Dec 30, 2024 | 28 | Feb 11, 2025 | 50 |
| -7.67% | Aug 26, 2024 | 11 | Sep 11, 2024 | 16 | Oct 3, 2024 | 27 |
| -7.45% | Jan 30, 2006 | 34 | Mar 20, 2006 | 21 | Apr 19, 2006 | 55 |
| -6.89% | Jan 30, 2026 | 1 | Feb 2, 2026 | 15 | Feb 24, 2026 | 16 |
| -6.58% | Apr 5, 2024 | 83 | Aug 5, 2024 | 15 | Aug 26, 2024 | 98 |
| -6.16% | Jun 4, 2007 | 16 | Jun 26, 2007 | 8 | Jul 9, 2007 | 24 |
| -6.09% | Oct 26, 2006 | 15 | Nov 16, 2006 | 10 | Dec 1, 2006 | 25 |
| -6.09% | Apr 22, 2008 | 7 | May 1, 2008 | 5 | May 8, 2008 | 12 |
| -5.90% | Mar 4, 2011 | 8 | Mar 16, 2011 | 7 | Mar 25, 2011 | 15 |
| -5.85% | Dec 28, 2006 | 3 | Jan 4, 2007 | 51 | Mar 20, 2007 | 54 |
| -4.99% | Dec 5, 2025 | 7 | Dec 16, 2025 | 12 | Jan 5, 2026 | 19 |
| -4.07% | Sep 26, 2025 | 15 | Oct 17, 2025 | 15 | Nov 7, 2025 | 30 |
| -3.95% | May 20, 2008 | 4 | May 27, 2008 | 7 | Jun 5, 2008 | 11 |