Performance analysis of BTA (BlackRock Long-Term Municipal Advantage Trust)
Annual Return
Over the past 3 years, BTA has had an average annual return of +6.62%, underperforming the benchmark SPY, which returned +20.87% annual.
Over the past 5 years, BTA has had an average annual return of -1.15%, underperforming the benchmark SPY, which returned +12.54% annual.
Over the past 10 years, BTA has had an average annual return of +2.77%, underperforming the benchmark SPY, which returned +14.83% annual.
Since Feb 27, 2006, BTA has had an average annual return of +3.86%, underperforming the benchmark SPY, which returned +10.76% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.84% | +1.28% | +0.52% | +14.81% | -33.60% | +23.51% | +4.76% | +25.74% | -5.85% | +12.43% | +3.69% | +8.32% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +18.32% | -13.44% | +14.70% | +25.08% | +5.44% | +61.83% | -38.09% | -16.87% | +4.06% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.89% | +1.88% | +5.84% | ||||||||||
| 2025 | +1.85% | +2.84% | -3.76% | -4.85% | -0.35% | +1.44% | -2.86% | +1.92% | +7.22% | -0.21% | -0.64% | -0.76% | +1.28% |
| 2024 | +1.50% | -1.04% | -1.54% | -2.67% | +3.96% | +1.53% | +3.20% | +0.90% | +2.90% | -3.85% | +3.32% | -7.06% | +0.52% |
| 2023 | +8.45% | -3.83% | +2.81% | +2.35% | -5.60% | +1.93% | +0.86% | -1.52% | -5.35% | -1.20% | +9.36% | +7.02% | +14.81% |
| 2022 | -16.06% | -1.56% | -4.19% | -10.56% | +13.44% | -5.38% | +9.72% | -8.02% | -10.75% | -10.15% | +12.48% | -4.02% | -33.60% |
| 2021 | +1.82% | -2.03% | +0.96% | +4.67% | +1.45% | +2.41% | +0.69% | +6.42% | -6.22% | -0.80% | +1.05% | +11.94% | +23.51% |
| 2020 | +1.80% | +0.08% | -12.70% | -2.23% | +5.06% | +4.22% | +7.44% | -3.48% | -2.80% | -0.25% | +8.55% | +0.82% | +4.76% |
| 2019 | +8.64% | +0.36% | +6.60% | -2.37% | +1.02% | +5.95% | +2.39% | +2.27% | -3.42% | +0.94% | -0.86% | +2.31% | +25.74% |
| 2018 | -4.15% | -0.66% | +0.48% | -0.15% | +1.47% | -0.23% | +0.22% | +3.08% | -1.80% | -5.39% | +4.73% | -3.17% | -5.85% |
| 2017 | +4.13% | -1.24% | +0.23% | +2.22% | +1.59% | +0.55% | +3.52% | +0.79% | -0.30% | -0.72% | -0.22% | +1.39% | +12.43% |
Drawdown analysis of BTA (BlackRock Long-Term Municipal Advantage Trust)
The maximum drawdown for the BTA was -56.37%, occurring on Dec 16, 2008. Recovery took 425 trading sessions.
The current BTA drawdown is -18.84%.
Since Feb 27, 2006 BTA has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.37% | Feb 16, 2007 | 462 | Dec 16, 2008 | 425 | Aug 25, 2010 | 887 |
| -39.84% | Dec 30, 2021 | 213 | Nov 3, 2022 | Ongoing | Ongoing | Ongoing |
| -31.93% | Feb 21, 2020 | 21 | Mar 23, 2020 | 213 | Jan 26, 2021 | 234 |
| -23.43% | Jan 25, 2013 | 142 | Aug 19, 2013 | 573 | Nov 25, 2015 | 715 |
| -21.21% | Aug 27, 2010 | 99 | Jan 19, 2011 | 173 | Sep 26, 2011 | 272 |
| -16.83% | Jul 8, 2016 | 102 | Dec 1, 2016 | 193 | Sep 8, 2017 | 295 |
| -13.10% | May 2, 2006 | 43 | Jul 3, 2006 | 57 | Sep 22, 2006 | 100 |
| -10.64% | Sep 15, 2021 | 57 | Dec 6, 2021 | 14 | Dec 27, 2021 | 71 |
| -9.66% | Sep 15, 2017 | 284 | Oct 31, 2018 | 62 | Feb 1, 2019 | 346 |
| -7.35% | Feb 1, 2012 | 31 | Mar 16, 2012 | 56 | Jun 6, 2012 | 87 |
| -7.14% | Nov 30, 2012 | 12 | Dec 18, 2012 | 23 | Jan 23, 2013 | 35 |
| -6.46% | Sep 6, 2019 | 5 | Sep 13, 2019 | 67 | Dec 18, 2019 | 72 |
| -5.49% | Jan 26, 2021 | 19 | Feb 23, 2021 | 34 | Apr 13, 2021 | 53 |
| -4.34% | Jun 13, 2012 | 2 | Jun 15, 2012 | 15 | Jul 9, 2012 | 17 |
| -4.32% | Sep 27, 2011 | 16 | Oct 19, 2011 | 17 | Nov 11, 2011 | 33 |
| -4.22% | Aug 6, 2012 | 53 | Oct 19, 2012 | 22 | Nov 23, 2012 | 75 |
| -3.65% | Mar 28, 2019 | 14 | Apr 17, 2019 | 39 | Jun 13, 2019 | 53 |
| -3.17% | Aug 24, 2021 | 10 | Sep 8, 2021 | 4 | Sep 14, 2021 | 14 |
| -3.08% | Jul 13, 2021 | 7 | Jul 22, 2021 | 12 | Aug 9, 2021 | 19 |
| -2.91% | Feb 4, 2019 | 3 | Feb 7, 2019 | 16 | Mar 4, 2019 | 19 |
| -2.90% | Jan 7, 2016 | 8 | Jan 20, 2016 | 11 | Feb 4, 2016 | 19 |
| -2.89% | Dec 19, 2019 | 10 | Jan 6, 2020 | 23 | Feb 7, 2020 | 33 |
| -2.81% | May 10, 2021 | 3 | May 13, 2021 | 5 | May 20, 2021 | 8 |
| -2.80% | Apr 6, 2006 | 5 | Apr 13, 2006 | 12 | May 2, 2006 | 17 |
| -2.55% | Jun 20, 2019 | 1 | Jun 21, 2019 | 5 | Jun 28, 2019 | 6 |