Performance analysis of BGT (BlackRock Floating Rate Income Trust)
Annual Return
Over the past 3 years, BGT has had an average annual return of +10.56%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, BGT has had an average annual return of +7.02%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, BGT has had an average annual return of +6.19%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Aug 30, 2004, BGT has had an average annual return of +5.29%, underperforming the benchmark SPY, which returned +11.30% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.16% | -0.92% | +16.06% | +26.28% | -16.55% | +25.91% | -0.85% | +18.97% | -11.96% | +3.90% | +18.90% | +3.12% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| -2.02% | -1.48% | +20.16% | -12.13% | +26.92% | +92.76% | -40.28% | -10.48% | +21.46% | -1.32% | -4.99% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.12% | -2.64% | -1.35% | +3.64% | -0.64% | -0.83% | +0.16% | ||||||
| 2025 | +0.00970% | +0.23% | -0.88% | +0.12% | +0.48% | +3.18% | +2.01% | -0.15% | -1.94% | -1.24% | -3.62% | +1.06% | -0.92% |
| 2024 | +0.66% | +5.20% | +1.85% | -0.31% | +2.30% | -0.92% | +4.23% | -2.82% | +2.92% | +1.79% | +1.08% | -0.72% | +16.06% |
| 2023 | +7.50% | -0.02% | -2.41% | +2.04% | -1.09% | +6.09% | +3.23% | +1.97% | +1.10% | -2.74% | +3.91% | +4.54% | +26.28% |
| 2022 | -4.29% | -3.86% | +0.08% | -6.89% | -2.32% | -3.37% | +8.50% | -3.61% | -4.19% | +1.93% | +7.02% | -5.67% | -16.55% |
| 2021 | +2.29% | +3.36% | +1.41% | +1.56% | +0.35% | +2.42% | +1.20% | +1.42% | +2.10% | +3.28% | +2.09% | +1.80% | +25.91% |
| 2020 | +1.86% | -7.09% | -18.40% | +8.42% | +4.27% | +1.16% | +1.80% | +3.67% | -1.09% | -0.41% | +7.73% | +0.24% | -0.85% |
| 2019 | +5.45% | +2.82% | -1.52% | +3.79% | -2.29% | +1.81% | +1.51% | -2.66% | +1.62% | +1.86% | +2.24% | +3.22% | +18.97% |
| 2018 | -0.86% | +0.65% | +1.51% | -0.94% | -1.82% | -2.61% | +1.70% | -0.06% | +0.77% | -3.17% | -3.23% | -4.38% | -11.96% |
| 2017 | +3.27% | -0.29% | -0.64% | +3.14% | -0.28% | -3.79% | +0.34% | -0.87% | +2.83% | +1.84% | -3.37% | +1.95% | +3.90% |
Drawdown analysis of BGT (BlackRock Floating Rate Income Trust)
The maximum drawdown for the BGT was -58.00%, occurring on Dec 15, 2008. Recovery took 279 trading sessions.
The current BGT drawdown is -5.96%.
Since Aug 30, 2004 BGT 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 |
|---|---|---|---|---|---|---|
| -58.00% | Jul 9, 2007 | 364 | Dec 15, 2008 | 279 | Jan 26, 2010 | 643 |
| -41.92% | Jan 23, 2020 | 38 | Mar 18, 2020 | 210 | Jan 15, 2021 | 248 |
| -24.67% | Dec 31, 2010 | 191 | Oct 4, 2011 | 237 | Sep 12, 2012 | 428 |
| -23.18% | Dec 29, 2021 | 117 | Jun 16, 2022 | 376 | Dec 14, 2023 | 493 |
| -15.98% | Mar 2, 2010 | 56 | May 20, 2010 | 93 | Oct 1, 2010 | 149 |
| -15.96% | Mar 16, 2018 | 194 | Dec 21, 2018 | 239 | Dec 4, 2019 | 433 |
| -15.93% | Dec 16, 2024 | 75 | Apr 7, 2025 | 59 | Jul 2, 2025 | 134 |
| -15.48% | May 22, 2013 | 670 | Jan 20, 2016 | 151 | Aug 24, 2016 | 821 |
| -11.68% | Sep 22, 2004 | 170 | May 25, 2005 | 180 | Feb 10, 2006 | 350 |
| -11.08% | Aug 1, 2025 | 164 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -8.95% | Oct 19, 2012 | 16 | Nov 14, 2012 | 33 | Jan 3, 2013 | 49 |
| -8.30% | May 15, 2024 | 55 | Aug 5, 2024 | 61 | Oct 30, 2024 | 116 |
| -6.42% | Apr 25, 2017 | 104 | Sep 21, 2017 | 70 | Jan 2, 2018 | 174 |
| -6.10% | Oct 14, 2010 | 23 | Nov 16, 2010 | 9 | Nov 30, 2010 | 32 |
| -5.68% | Feb 6, 2007 | 19 | Mar 6, 2007 | 22 | Apr 5, 2007 | 41 |
| -5.50% | Dec 10, 2010 | 3 | Dec 15, 2010 | 7 | Dec 27, 2010 | 10 |
| -5.35% | Feb 26, 2013 | 33 | Apr 15, 2013 | 8 | Apr 25, 2013 | 41 |
| -4.57% | Jan 2, 2018 | 27 | Feb 9, 2018 | 24 | Mar 16, 2018 | 51 |
| -4.36% | Sep 12, 2006 | 23 | Oct 13, 2006 | 18 | Nov 8, 2006 | 41 |
| -4.16% | Dec 8, 2021 | 5 | Dec 15, 2021 | 8 | Dec 28, 2021 | 13 |
| -3.84% | Mar 15, 2024 | 20 | Apr 15, 2024 | 17 | May 8, 2024 | 37 |
| -3.72% | Jun 20, 2007 | 5 | Jun 27, 2007 | 5 | Jul 5, 2007 | 10 |
| -3.52% | Oct 1, 2010 | 3 | Oct 6, 2010 | 6 | Oct 14, 2010 | 9 |
| -3.50% | Oct 10, 2016 | 17 | Nov 2, 2016 | 13 | Nov 21, 2016 | 30 |
| -3.18% | Mar 20, 2006 | 44 | May 22, 2006 | 10 | Jun 6, 2006 | 54 |