Performance analysis of BHK (BlackRock Core Bond Trust)
Annual Return
Over the past 3 years, BHK has had an average annual return of +4.35%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, BHK has had an average annual return of -3.11%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, BHK has had an average annual return of +3%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Nov 28, 2001, BHK has had an average annual return of +5.43%, underperforming the benchmark SPY, which returned +10.01% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.74% | +2.46% | +4.04% | +14.36% | -32.46% | +8.04% | +17.98% | +26.36% | -7.60% | +14.21% | +9.33% | +2.52% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +11.05% | -7.61% | +17.23% | +15.04% | +12.79% | +18.16% | -0.27% | -1.05% | +5.26% | +5.57% | +8.13% | +9.65% |
| 2002 | 2001 | ||||||||||
| -0.03% | +0% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.15% | +1.30% | -3.60% | +1.25% | -0.68% | -1.11% | -2.74% | ||||||
| 2025 | +1.78% | +2.04% | +2.02% | -2.42% | -1.18% | -2.93% | -0.56% | +1.83% | +3.35% | -0.66% | -0.25% | -0.36% | +2.46% |
| 2024 | +1.06% | -3.60% | +3.78% | -3.86% | +4.04% | +0.70% | +5.98% | +4.61% | +4% | -2.79% | -2.35% | -6.64% | +4.04% |
| 2023 | +10.85% | -4.18% | +0.34% | +1.89% | -2.79% | +1.17% | +2.30% | -3.38% | -3.44% | -6.41% | +12.87% | +6.23% | +14.36% |
| 2022 | -13.63% | -4.87% | -3.07% | -4.98% | -3.13% | -3.56% | +9.19% | -3.98% | -14.10% | +1.47% | +10.04% | -5.01% | -32.46% |
| 2021 | -1.23% | -3.47% | +1.97% | +1.82% | +2.18% | +2.57% | +0.33% | -0.65% | +1.92% | -0.33% | +0.33% | +2.48% | +8.04% |
| 2020 | +3.64% | -1.28% | -10.47% | +12.01% | +2.51% | +2.57% | +5.40% | -2.12% | +0.04% | -0.59% | +6.26% | +0.32% | +17.98% |
| 2019 | +6.31% | +1.28% | +3.42% | +0.26% | +2.36% | +3.34% | +0.93% | +3.47% | -0.33% | +0.75% | +0.47% | +1.55% | +26.36% |
| 2018 | -3.56% | -1.95% | -0.34% | -1.11% | +0.58% | -0.58% | +0.43% | +1.30% | -0.04% | -2.94% | -1.42% | +1.90% | -7.60% |
| 2017 | +1.38% | +1.63% | +0.58% | +3.04% | +1.21% | +1.13% | +1.13% | +1.40% | +0.18% | +1.17% | -0.53% | +1.08% | +14.21% |
Drawdown analysis of BHK (BlackRock Core Bond Trust)
The maximum drawdown for the BHK was -39.55%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current BHK drawdown is -21.07%.
Since Nov 28, 2001 BHK has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.55% | Sep 15, 2021 | 277 | Oct 20, 2022 | Ongoing | Ongoing | Ongoing |
| -30.64% | May 27, 2008 | 96 | Oct 10, 2008 | 197 | Jul 24, 2009 | 293 |
| -23.66% | Feb 24, 2020 | 18 | Mar 19, 2020 | 57 | Jun 10, 2020 | 75 |
| -19.41% | Nov 12, 2012 | 195 | Aug 22, 2013 | 356 | Jan 22, 2015 | 551 |
| -12.43% | Jun 13, 2003 | 228 | May 10, 2004 | 91 | Sep 20, 2004 | 319 |
| -12.08% | Sep 28, 2010 | 55 | Dec 15, 2010 | 186 | Sep 12, 2011 | 241 |
| -11.88% | Dec 27, 2001 | 60 | Mar 26, 2002 | 122 | Sep 18, 2002 | 182 |
| -10.93% | Sep 12, 2005 | 198 | Jun 26, 2006 | 71 | Oct 5, 2006 | 269 |
| -10.16% | Aug 31, 2016 | 52 | Nov 14, 2016 | 127 | May 18, 2017 | 179 |
| -9.78% | Jan 2, 2018 | 225 | Nov 21, 2018 | 71 | Mar 8, 2019 | 296 |
| -9.51% | May 7, 2007 | 71 | Aug 16, 2007 | 110 | Jan 24, 2008 | 181 |
| -9.08% | Apr 24, 2015 | 45 | Jun 29, 2015 | 175 | Mar 9, 2016 | 220 |
| -8.52% | Jan 25, 2021 | 39 | Mar 22, 2021 | 59 | Jun 15, 2021 | 98 |
| -8.50% | Jan 24, 2008 | 36 | Mar 17, 2008 | 26 | Apr 23, 2008 | 62 |
| -7.44% | Oct 3, 2002 | 17 | Oct 28, 2002 | 56 | Jan 17, 2003 | 73 |
| -6.94% | Oct 8, 2009 | 25 | Nov 12, 2009 | 44 | Jan 19, 2010 | 69 |
| -6.94% | Feb 14, 2005 | 26 | Mar 23, 2005 | 48 | Jun 1, 2005 | 74 |
| -6.31% | Mar 1, 2012 | 13 | Mar 20, 2012 | 51 | Jun 1, 2012 | 64 |
| -4.43% | Sep 26, 2012 | 16 | Oct 18, 2012 | 9 | Nov 2, 2012 | 25 |
| -4.25% | Aug 7, 2020 | 30 | Sep 21, 2020 | 44 | Nov 20, 2020 | 74 |
| -3.98% | Jul 26, 2012 | 17 | Aug 20, 2012 | 7 | Aug 29, 2012 | 24 |
| -3.88% | Sep 4, 2019 | 7 | Sep 13, 2019 | 57 | Dec 4, 2019 | 64 |
| -3.84% | Aug 4, 2021 | 16 | Aug 26, 2021 | 9 | Sep 9, 2021 | 25 |
| -3.83% | Jul 7, 2021 | 7 | Jul 16, 2021 | 12 | Aug 3, 2021 | 19 |
| -3.82% | Feb 2, 2015 | 24 | Mar 9, 2015 | 21 | Apr 8, 2015 | 45 |