Performance analysis of BKN (BlackRock Investment Quality Municipal Trust)
Annual Return
Over the past 3 years, BKN has had an average annual return of +6.59%, underperforming the benchmark SPY, which returned +20.87% annual.
Over the past 5 years, BKN has had an average annual return of -4.32%, underperforming the benchmark SPY, which returned +12.54% annual.
Over the past 10 years, BKN has had an average annual return of +1.10%, underperforming the benchmark SPY, which returned +14.83% annual.
Since Nov 1, 1999, BKN has had an average annual return of +5.55%, underperforming the benchmark SPY, which returned +8.27% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.07% | +6.82% | -0.57% | +6.25% | -29.11% | +5.64% | +15.60% | +23.51% | -6.86% | +8.06% | +2.48% | -0.52% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +22.97% | -6.98% | +15.65% | +22.99% | +5.28% | +67.14% | -36.53% | -19.53% | +13.62% | +28.65% | +8.08% | +12.44% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +11.46% | +10.23% | +3.15% | -2.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.75% | +1.29% | +4.07% | ||||||||||
| 2025 | +3.58% | +3.11% | -2.05% | -4.19% | -0.67% | +1.46% | -2.14% | +1.66% | +6.02% | -0.47% | -0.48% | +1.23% | +6.82% |
| 2024 | -0.79% | +3.39% | +3.47% | -2.77% | -2.21% | +2.89% | +2.32% | +1.78% | +5.08% | -4.61% | +0.55% | -8.76% | -0.57% |
| 2023 | +6.21% | -3.47% | +2.03% | -2.33% | -3.33% | +3.10% | +1.37% | -6.31% | -7.41% | -3.58% | +15.76% | +6.31% | +6.25% |
| 2022 | -7.90% | -1.38% | -7.58% | +5.80% | +1.56% | -10.74% | +7.95% | +4.06% | -16.92% | -12.87% | +18.52% | -8.64% | -29.11% |
| 2021 | -0.18% | +2.96% | +0.90% | +9.43% | +0.35% | -3.55% | +0.59% | -0.12% | -5.85% | -0.39% | +0.92% | +1.15% | +5.64% |
| 2020 | +2.94% | -2.09% | -2.55% | -2.12% | +3.87% | +1.66% | +9.36% | -5.17% | -1.32% | +1% | +10.18% | -0.01% | +15.60% |
| 2019 | +5.89% | +1.20% | +1.12% | +1.67% | +3.05% | +2.02% | +4.54% | +1.01% | -0.26% | -1.76% | +2.14% | +0.89% | +23.51% |
| 2018 | -6.31% | -0.71% | +0.20% | -0.68% | +2.78% | +1.64% | +0.05% | +1.41% | -5.90% | -1.37% | +3.05% | -0.75% | -6.86% |
| 2017 | +1.51% | -0.32% | -1.20% | +1.18% | +2.42% | +0.08% | +4.81% | -0.11% | -2.46% | -1.94% | -0.13% | +4.20% | +8.06% |
Drawdown analysis of BKN (BlackRock Investment Quality Municipal Trust)
The maximum drawdown for the BKN was -60.10%, occurring on Dec 16, 2008. Recovery took 690 trading sessions.
The current BKN drawdown is -25.48%.
Since Nov 1, 1999 BKN 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: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.10% | Dec 5, 2006 | 511 | Dec 16, 2008 | 690 | Sep 13, 2011 | 1201 |
| -45.89% | May 21, 2021 | 611 | Oct 25, 2023 | Ongoing | Ongoing | Ongoing |
| -27.38% | Feb 25, 2020 | 16 | Mar 18, 2020 | 76 | Jul 7, 2020 | 92 |
| -21.23% | Mar 4, 2013 | 133 | Sep 11, 2013 | 268 | Oct 3, 2014 | 401 |
| -19.21% | Jul 11, 2016 | 103 | Dec 5, 2016 | 654 | Jul 15, 2019 | 757 |
| -14.21% | Apr 1, 2004 | 26 | May 10, 2004 | 106 | Oct 11, 2004 | 132 |
| -12.75% | Nov 9, 1999 | 88 | Mar 16, 2000 | 199 | Dec 28, 2000 | 287 |
| -11.72% | Feb 2, 2015 | 88 | Jun 9, 2015 | 164 | Feb 2, 2016 | 252 |
| -9.12% | Jul 11, 2003 | 24 | Aug 14, 2003 | 78 | Dec 4, 2003 | 102 |
| -9.05% | Feb 1, 2012 | 31 | Mar 16, 2012 | 56 | Jun 6, 2012 | 87 |
| -8.83% | Feb 4, 2005 | 34 | Mar 28, 2005 | 48 | Jun 3, 2005 | 82 |
| -7.96% | Sep 19, 2002 | 24 | Oct 23, 2002 | 131 | May 2, 2003 | 155 |
| -7.36% | Feb 11, 2021 | 7 | Feb 23, 2021 | 34 | Apr 13, 2021 | 41 |
| -6.81% | Aug 3, 2020 | 17 | Aug 26, 2020 | 55 | Nov 12, 2020 | 72 |
| -6.42% | Dec 6, 2012 | 14 | Dec 27, 2012 | 44 | Mar 4, 2013 | 58 |
| -6.08% | Aug 10, 2001 | 25 | Sep 21, 2001 | 89 | Jan 30, 2002 | 114 |
| -5.47% | Nov 1, 2004 | 5 | Nov 8, 2004 | 41 | Jan 6, 2005 | 46 |
| -5.30% | Sep 10, 2019 | 3 | Sep 13, 2019 | 41 | Nov 11, 2019 | 44 |
| -4.74% | Jan 31, 2006 | 9 | Feb 13, 2006 | 22 | Mar 16, 2006 | 31 |
| -4.69% | Mar 6, 2002 | 10 | Mar 20, 2002 | 48 | May 29, 2002 | 58 |
| -4.65% | May 10, 2021 | 6 | May 18, 2021 | 3 | May 21, 2021 | 9 |
| -4.46% | Jan 11, 2006 | 4 | Jan 18, 2006 | 9 | Jan 31, 2006 | 13 |
| -4.30% | Sep 29, 2005 | 14 | Oct 19, 2005 | 26 | Nov 25, 2005 | 40 |
| -4.19% | Oct 1, 2012 | 16 | Oct 23, 2012 | 28 | Dec 5, 2012 | 44 |
| -4.14% | May 1, 2006 | 10 | May 15, 2006 | 51 | Jul 27, 2006 | 61 |