Performance analysis of BNJ (BlackRock New Jersey Municipal Income Trust)
Annual Return
Over the past 3 years, BNJ has had an average annual return of +3.60%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, BNJ has had an average annual return of -3.91%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Nov 27, 2020, BNJ has had an average annual return of -3.25%, underperforming the benchmark SPY, which returned +15.72% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.25% | +2.52% | +4.74% | +15.23% | -35.57% | -0.77% | +3.02% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.36% | -1.59% | -4.72% | +2.96% | +1.94% | -0.44% | +2.25% | ||||||
| 2025 | +1.89% | +2.40% | -5.10% | -1.63% | +3.33% | -3.64% | +4.72% | +2.74% | -0.19% | +0.39% | -1.17% | -0.78% | +2.52% |
| 2024 | +0.87% | +1.37% | +1.06% | -3.39% | +1.79% | +0.45% | +2.09% | +3.62% | +8.25% | -1.86% | -1.61% | -7.20% | +4.74% |
| 2023 | +23.30% | -7.36% | -12.13% | +5.64% | +3.19% | +1.08% | -0.32% | -1.20% | -3.83% | -5.33% | +10.88% | +4.79% | +15.23% |
| 2022 | -6.18% | -8.53% | -0.83% | -9.00% | +4.29% | -10.68% | +10.45% | -5.83% | -0.74% | -12.03% | +5.29% | -6.59% | -35.57% |
| 2021 | -2.97% | -6.60% | +4.96% | +1.60% | +0.76% | +1.39% | +1.72% | +0.11% | +0.68% | -0.79% | -2.82% | +1.69% | -0.77% |
| 2020 | -0.28% | +3.31% | +3.02% |
Drawdown analysis of BNJ (BlackRock New Jersey Municipal Income Trust)
The maximum drawdown for the BNJ was -39.33%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current BNJ drawdown is -21.02%.
Since Nov 27, 2020 BNJ has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.33% | Oct 14, 2021 | 501 | Oct 19, 2023 | Ongoing | Ongoing | Ongoing |
| -10.11% | Dec 31, 2020 | 37 | Feb 25, 2021 | 107 | Jul 29, 2021 | 144 |
| -2.52% | Sep 16, 2021 | 8 | Sep 28, 2021 | 11 | Oct 13, 2021 | 19 |
| -1.73% | Aug 5, 2021 | 3 | Aug 10, 2021 | 17 | Sep 2, 2021 | 20 |
| -0.52% | Nov 27, 2020 | 5 | Dec 4, 2020 | 4 | Dec 10, 2020 | 9 |
| -0.48% | Sep 2, 2021 | 5 | Sep 10, 2021 | 3 | Sep 15, 2021 | 8 |
| -0.40% | Dec 10, 2020 | 3 | Dec 15, 2020 | 2 | Dec 17, 2020 | 5 |
| -0.32% | Dec 17, 2020 | 2 | Dec 21, 2020 | 1 | Dec 22, 2020 | 3 |
| -0.20% | Dec 22, 2020 | 2 | Dec 24, 2020 | 1 | Dec 28, 2020 | 3 |