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Performance analysis of BOE (BlackRock Enhanced Global Dividend Trust)

Annual Return

Over the past 3 years, BOE has had an average annual return of +16%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, BOE has had an average annual return of +7.32%, underperforming the benchmark SPY, which returned +14% annual.

Over the past 10 years, BOE has had an average annual return of +8.92%, underperforming the benchmark SPY, which returned +15.53% annual.

Since May 26, 2005, BOE has had an average annual return of +6.29%, underperforming the benchmark SPY, which returned +11.20% annual.

202620252024202320222021202020192018201720162015
+6.80%+18.74%+16.77%+11.97%-15.47%+18.93%+7.29%+26.08%-19.25%+29.66%-0.80%+6.05%
2014201320122011201020092008200720062005
-5.06%+23.75%+12.75%-17.68%+9.80%+33.63%-39.13%+11.42%+41.49%-5.45%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+2.34%+1.96%-8.37%+8.70%+2.84%-0.08%+6.80%
2025+5.52%+0.73%-3.08%-0.23%+4.97%+2.18%+0.64%+2.59%+0.88%+1.50%+0.30%+1.58%+18.74%
2024+1.14%+3.04%+3.08%-3.21%+3.80%+2.83%+2.48%+3.56%+1.74%+0.74%+1.28%-4.48%+16.77%
2023+9.88%-3.05%-0.65%+3.76%-4.87%+4.69%+2.22%-1.92%-4.81%-2.53%+9.14%+0.84%+11.97%
2022-2.79%-2.02%-0.89%-4.68%+0.16%-7.84%+6.10%-5.07%-8.77%+6.90%+8.53%-4.54%-15.47%
2021-0.17%+0.48%+6.79%+5.52%+3.45%+1.63%-0.70%+1.47%-5.99%+4.48%-2.79%+4.02%+18.93%
2020-0.26%-11.24%-13.17%+11.39%+2.04%+2.09%+4.30%+1.04%-1.72%-3.46%+15.96%+3.73%+7.29%
2019+11.28%+1.48%+3%+0.68%-3.99%+5.62%-0.72%-2.32%+2.07%+1.96%+2.21%+2.93%+26.08%
2018+1.57%-4.38%-2.95%-1.50%-0.82%+0.43%+0.93%+0.56%-0.96%-6.80%+2.01%-8.62%-19.25%
2017+5%+2.97%+1.04%+5.57%+2.46%+0.59%+2.48%-1.85%+3.56%+1.09%-0.44%+4.07%+29.66%

Drawdown analysis of BOE (BlackRock Enhanced Global Dividend Trust)

The maximum drawdown for the BOE was -59.26%, occurring on Nov 20, 2008. Recovery took 1255 trading sessions.

The current BOE drawdown is -0.08%.

Since May 26, 2005 BOE has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 2 times
  • 20% or more: 6 times
  • 10% or more: 12 times
DepthStartTo BottomBottomTo RecoverEndTotal
-59.26%Dec 31, 2007226Nov 20, 20081255Nov 15, 20131481
-36.58%Jan 22, 202042Mar 23, 2020173Nov 25, 2020215
-26.13%Jan 12, 2022187Oct 11, 2022397May 10, 2024584
-24.49%Jan 12, 2018238Dec 24, 2018270Jan 22, 2020508
-20.87%Jun 15, 200743Aug 16, 200734Oct 4, 200777
-20.45%Jun 18, 2015162Feb 9, 2016249Feb 3, 2017411
-15.03%May 30, 201496Oct 15, 2014149May 20, 2015245
-14.54%Feb 18, 202534Apr 7, 202528May 16, 202562
-12.02%Jan 3, 200741Mar 5, 200735Apr 24, 200776
-11.50%Feb 25, 202623Mar 30, 202629May 11, 202652
-10.48%May 9, 200611May 24, 200655Aug 11, 200666
-10.27%Aug 18, 200567Nov 22, 200530Jan 6, 200697
-7.54%Oct 31, 200715Nov 21, 200710Dec 6, 200725
-6.88%Aug 13, 202133Sep 30, 202165Jan 3, 202298
-6.83%Jan 22, 20148Feb 3, 201418Feb 28, 201426
-5.80%Dec 11, 20246Dec 19, 202418Jan 17, 202524
-5.06%Jul 15, 202415Aug 5, 20248Aug 15, 202423
-5.05%Mar 6, 201428Apr 15, 201419May 13, 201447
-5.00%Jul 25, 201717Aug 17, 201723Sep 20, 201740
-4.99%May 7, 200713May 24, 200715Jun 15, 200728
-4.54%Dec 18, 20073Dec 21, 20072Dec 26, 20075
-4.40%Jun 14, 20214Jun 18, 202139Aug 13, 202143
-4.31%Oct 8, 202531Nov 20, 20258Dec 3, 202539
-4.12%Sep 1, 20068Sep 14, 200614Oct 4, 200622
-3.94%Oct 13, 201723Nov 15, 201717Dec 11, 201740