Performance analysis of BKT (BlackRock Income Trust)
Annual Return
Over the past 3 years, BKT has had an average annual return of +3.84%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, BKT has had an average annual return of -2.87%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, BKT has had an average annual return of +1.08%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, BKT has had an average annual return of +4.89%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.22% | +5.90% | +3.33% | +7.64% | -21.51% | -0.44% | +7.36% | +14.89% | -2.59% | +2.57% | +4.28% | +5.74% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +5.41% | -5.63% | +6.95% | +13.47% | +12.32% | +13.26% | +11.96% | -3.40% | +7.28% | -9.18% | +4.38% | +3.10% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +20.55% | +21.38% | +19.24% | -5.16% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.35% | +1.34% | -4.51% | +1.49% | -0% | -0.76% | -1.22% | ||||||
| 2025 | +1.64% | +2.40% | +1.10% | -0.42% | -0.96% | +2.87% | -0.10% | +1.71% | -2.93% | -0.03% | +0.53% | +0.07% | +5.90% |
| 2024 | +0.64% | -1.73% | +0.99% | -4.81% | +5.25% | +2.38% | +2.51% | +2.37% | +1.43% | -4.14% | +2.96% | -3.99% | +3.33% |
| 2023 | +7.20% | -3.99% | +1.19% | +0.62% | -0.65% | -1.23% | +0.30% | -0.58% | -4.13% | -5.85% | +10.27% | +5.49% | +7.64% |
| 2022 | -4.78% | -4.19% | +0.88% | -5.79% | -1.76% | -2.35% | +6.40% | -4.41% | -8.60% | -1.78% | +3.54% | -0.19% | -21.51% |
| 2021 | +1.65% | -1.07% | +1.23% | +1.22% | +4.80% | -0.55% | +1.50% | +0.07% | -3.72% | +0.56% | -3.05% | -2.75% | -0.44% |
| 2020 | +0.66% | -0.76% | -3.60% | +5.29% | +2.57% | +0.88% | +0.23% | +1.21% | -0.90% | +1.06% | +0.40% | +0.31% | +7.36% |
| 2019 | +3.37% | +1.10% | +2.13% | +0.41% | +1.08% | +1.92% | -0.09% | +0.73% | +1.58% | +0.23% | -0.09% | +1.65% | +14.89% |
| 2018 | -3.89% | +0.12% | -0.23% | -1.43% | +1.51% | +0.64% | -1.27% | +1.30% | -0.27% | -0.97% | +1.51% | +0.50% | -2.59% |
| 2017 | -1.42% | +0.75% | -0.69% | +1.23% | +1.56% | +1.37% | -0.21% | -0.21% | +0.26% | -0.86% | -0.38% | +1.19% | +2.57% |
Drawdown analysis of BKT (BlackRock Income Trust)
The maximum drawdown for the BKT was -35.71%, occurring on Oct 26, 2023. This drawdown has not yet recovered.
The current BKT drawdown is -18.63%.
Since Nov 1, 1999 BKT has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.71% | Sep 15, 2021 | 532 | Oct 26, 2023 | Ongoing | Ongoing | Ongoing |
| -19.22% | May 25, 2005 | 99 | Oct 14, 2005 | 646 | May 12, 2008 | 745 |
| -19.03% | Mar 17, 2004 | 37 | May 10, 2004 | 91 | Sep 20, 2004 | 128 |
| -17.21% | May 12, 2008 | 105 | Oct 9, 2008 | 59 | Jan 5, 2009 | 164 |
| -17.19% | Jun 12, 2003 | 32 | Jul 29, 2003 | 138 | Feb 13, 2004 | 170 |
| -13.39% | Oct 12, 2012 | 214 | Aug 22, 2013 | 534 | Oct 6, 2015 | 748 |
| -10.89% | Nov 5, 1999 | 37 | Dec 30, 1999 | 127 | Jun 30, 2000 | 164 |
| -10.45% | Feb 24, 2020 | 17 | Mar 18, 2020 | 38 | May 12, 2020 | 55 |
| -7.48% | Sep 13, 2017 | 108 | Feb 16, 2018 | 243 | Feb 6, 2019 | 351 |
| -6.96% | Nov 23, 2004 | 6 | Dec 2, 2004 | 38 | Jan 27, 2005 | 44 |
| -6.86% | Oct 14, 2002 | 4 | Oct 18, 2002 | 47 | Dec 26, 2002 | 51 |
| -6.72% | Feb 2, 2009 | 24 | Mar 9, 2009 | 49 | May 18, 2009 | 73 |
| -6.70% | Aug 23, 2001 | 14 | Sep 19, 2001 | 8 | Oct 1, 2001 | 22 |
| -6.41% | Oct 8, 2001 | 13 | Oct 25, 2001 | 55 | Jan 15, 2002 | 68 |
| -6.03% | Jul 15, 2002 | 7 | Jul 24, 2002 | 8 | Aug 5, 2002 | 15 |
| -5.74% | Sep 19, 2016 | 40 | Nov 14, 2016 | 157 | Jun 30, 2017 | 197 |
| -5.50% | Mar 8, 2005 | 11 | Mar 23, 2005 | 32 | May 9, 2005 | 43 |
| -5.37% | Mar 7, 2002 | 13 | Mar 26, 2002 | 18 | Apr 22, 2002 | 31 |
| -5.23% | Sep 30, 2009 | 25 | Nov 4, 2009 | 77 | Feb 26, 2010 | 102 |
| -4.71% | Sep 20, 2004 | 13 | Oct 7, 2004 | 19 | Nov 3, 2004 | 32 |
| -4.60% | Nov 5, 2010 | 65 | Feb 9, 2011 | 66 | May 16, 2011 | 131 |
| -4.59% | Apr 5, 2001 | 10 | Apr 20, 2001 | 38 | Jun 14, 2001 | 48 |
| -4.53% | Mar 12, 2003 | 8 | Mar 24, 2003 | 30 | May 6, 2003 | 38 |
| -3.85% | Jul 13, 2000 | 4 | Jul 19, 2000 | 32 | Sep 1, 2000 | 36 |
| -3.69% | Nov 2, 2011 | 13 | Nov 21, 2011 | 24 | Dec 27, 2011 | 37 |