Performance analysis of BLW (BlackRock Ltd Duration Income Trust)
Annual Return
Over the past 3 years, BLW has had an average annual return of +8.92%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, BLW has had an average annual return of +2.91%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, BLW has had an average annual return of +6.50%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jul 29, 2003, BLW has had an average annual return of +6.20%, underperforming the benchmark SPY, which returned +11.33% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -5.10% | +7.12% | +11.07% | +17.22% | -15.88% | +13.51% | +5.29% | +31.09% | -10.21% | +11.53% | +14.68% | +0.44% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -0.71% | +1.35% | +22.88% | +5.86% | +18.74% | +47.07% | -24.96% | -8.18% | +20.92% | -9.00% | +15.99% | -2.24% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.83% | +0.24% | -7.03% | +2.97% | -1.28% | -0.64% | -5.10% | ||||||
| 2025 | +2.36% | +0.02% | +0.09% | -1.29% | +1.82% | +2.25% | +0.38% | +1.16% | -0.41% | +0.10% | +1.11% | -0.62% | +7.12% |
| 2024 | +0.85% | +1.14% | +0.70% | -3.94% | +3.73% | +2.24% | +1.95% | +3.16% | +0.99% | -0.53% | +1.09% | -0.62% | +11.07% |
| 2023 | +7.34% | -3.04% | -1.50% | +0.05% | -2.34% | +2.85% | +3.89% | -0.02% | -1.55% | -1.50% | +5.64% | +6.93% | +17.22% |
| 2022 | -8.72% | -5.48% | +0.02% | -1.69% | -0.92% | -7.43% | +7.31% | +1.75% | -10.44% | +4.24% | +8.98% | -2.68% | -15.88% |
| 2021 | -1.63% | +1.58% | +6.60% | +1.36% | +2.20% | -0.19% | +1.87% | +1.28% | -1.00% | +1.75% | -0.65% | -0.18% | +13.51% |
| 2020 | -0.06% | -8.62% | -14.55% | +6% | +6.15% | +0.26% | +6.34% | +2.23% | -0.90% | -2.21% | +11.92% | +1.45% | +5.29% |
| 2019 | +7.11% | +4.20% | -0.41% | +1.50% | +0.34% | +1.82% | +2.40% | +1.58% | +1.75% | +2.89% | -0.01% | +4.47% | +31.09% |
| 2018 | -0.50% | -3.04% | -0.60% | +0.33% | -0.00412% | -0.14% | +1.08% | +1.28% | -0.60% | -3.43% | -1.13% | -3.79% | -10.21% |
| 2017 | +4.41% | +1.44% | -2.02% | +1.46% | +0.62% | +0.94% | +1.21% | +1.13% | +1.26% | +0.12% | -0.37% | +0.88% | +11.53% |
Drawdown analysis of BLW (BlackRock Ltd Duration Income Trust)
The maximum drawdown for the BLW was -44.04%, occurring on Oct 10, 2008. Recovery took 346 trading sessions.
The current BLW drawdown is -7.12%.
Since Jul 29, 2003 BLW has experienced the following drawdowns:
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.04% | Apr 16, 2007 | 377 | Oct 10, 2008 | 346 | Feb 26, 2010 | 723 |
| -41.88% | Jan 24, 2020 | 40 | Mar 23, 2020 | 172 | Nov 24, 2020 | 212 |
| -26.26% | Nov 12, 2021 | 231 | Oct 14, 2022 | 345 | Mar 1, 2024 | 576 |
| -16.95% | Jun 29, 2011 | 27 | Aug 8, 2011 | 158 | Mar 23, 2012 | 185 |
| -14.04% | May 24, 2013 | 29 | Jul 8, 2013 | 729 | May 27, 2016 | 758 |
| -13.49% | Jan 16, 2018 | 236 | Dec 21, 2018 | 75 | Apr 11, 2019 | 311 |
| -13.28% | Feb 7, 2005 | 201 | Nov 22, 2005 | 60 | Feb 21, 2006 | 261 |
| -11.64% | Apr 1, 2004 | 26 | May 10, 2004 | 93 | Sep 22, 2004 | 119 |
| -11.19% | Feb 18, 2026 | 28 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -11.09% | May 3, 2010 | 16 | May 25, 2010 | 42 | Jul 26, 2010 | 58 |
| -10.56% | Mar 3, 2025 | 25 | Apr 7, 2025 | 25 | May 13, 2025 | 50 |
| -10.46% | Nov 8, 2010 | 24 | Dec 13, 2010 | 73 | Mar 29, 2011 | 97 |
| -6.43% | May 11, 2012 | 7 | May 22, 2012 | 24 | Jun 26, 2012 | 31 |
| -6.10% | Oct 26, 2012 | 11 | Nov 14, 2012 | 6 | Nov 23, 2012 | 17 |
| -5.78% | Mar 27, 2012 | 16 | Apr 19, 2012 | 8 | May 1, 2012 | 24 |
| -5.58% | Oct 3, 2012 | 5 | Oct 10, 2012 | 11 | Oct 25, 2012 | 16 |
| -5.47% | Aug 5, 2003 | 78 | Nov 24, 2003 | 35 | Jan 15, 2004 | 113 |
| -5.19% | Sep 7, 2016 | 41 | Nov 3, 2016 | 26 | Dec 12, 2016 | 67 |
| -5.00% | Mar 12, 2024 | 23 | Apr 15, 2024 | 37 | Jun 6, 2024 | 60 |
| -4.95% | Nov 4, 2004 | 2 | Nov 8, 2004 | 7 | Nov 17, 2004 | 9 |
| -4.46% | Mar 1, 2017 | 9 | Mar 14, 2017 | 58 | Jun 6, 2017 | 67 |
| -4.39% | Mar 24, 2006 | 38 | May 18, 2006 | 31 | Jul 3, 2006 | 69 |
| -3.92% | Sep 3, 2010 | 7 | Sep 15, 2010 | 32 | Oct 29, 2010 | 39 |
| -3.89% | Oct 23, 2017 | 16 | Nov 14, 2017 | 32 | Jan 2, 2018 | 48 |
| -3.83% | Jan 21, 2021 | 7 | Feb 1, 2021 | 24 | Mar 8, 2021 | 31 |