Performance analysis of BTZ (BlackRock Credit Allocation Income Trust)
Annual Return
Over the past 3 years, BTZ has had an average annual return of +9.35%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, BTZ has had an average annual return of +0.81%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, BTZ has had an average annual return of +5.68%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Dec 22, 2006, BTZ has had an average annual return of +3.84%, underperforming the benchmark SPY, which returned +11.02% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.89% | +13.69% | +11.28% | +12.70% | -27.06% | +9.35% | +13.20% | +33.62% | -10.32% | +9.34% | +12.76% | +3.03% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +6.29% | +2.23% | +21.43% | +7.79% | +15.42% | +57.53% | -43.59% | -25.15% | +0.20% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.97% | +0.49% | -4.01% | +3.60% | -0.72% | -1.17% | -2.89% | ||||||
| 2025 | +4.07% | +1.24% | -0.41% | -0.39% | +2.13% | +2.57% | +1.88% | +0.41% | +1.21% | +1.85% | -0.94% | -0.60% | +13.69% |
| 2024 | +6.84% | -1.33% | +0.58% | -4.55% | +5.49% | +1.93% | +1.91% | +2.44% | +3.23% | -3.71% | +2.65% | -4.00% | +11.28% |
| 2023 | +12.96% | -4.58% | -3.22% | +2.07% | -0.06% | -0.94% | +1.91% | -0.15% | -3.92% | -3.93% | +9.62% | +3.83% | +12.70% |
| 2022 | -9.24% | -5.10% | -1.80% | -7.80% | +1.11% | -4.87% | +7.99% | -5.50% | -12.20% | +4.16% | +9.30% | -4.67% | -27.06% |
| 2021 | +1.50% | -3.15% | +2.67% | +1.40% | +2.53% | +3.89% | -0.50% | -0.11% | -0.64% | +1.09% | -1.63% | +2.14% | +9.35% |
| 2020 | +2.86% | -4.18% | -14.30% | +12.55% | +4.44% | -1.83% | +7.93% | -0.83% | +2.47% | -2.30% | +8.16% | +0.19% | +13.20% |
| 2019 | +7.33% | +1.73% | +2.78% | +2.72% | -0.33% | +3.72% | +3.61% | +3.20% | -0.31% | +0.11% | +0.91% | +4.12% | +33.62% |
| 2018 | -2.63% | -1.57% | +0.30% | -0.50% | -0.74% | -1.89% | +1.22% | +2.45% | -0.68% | -3.70% | +0.14% | -3.06% | -10.32% |
| 2017 | +0.61% | +2.08% | -0.12% | +2.44% | +0.91% | +0.45% | +0.83% | +0.23% | +1.43% | -1.06% | -0.39% | +1.62% | +9.34% |
Drawdown analysis of BTZ (BlackRock Credit Allocation Income Trust)
The maximum drawdown for the BTZ was -74.54%, occurring on Mar 9, 2009. Recovery took 897 trading sessions.
The current BTZ drawdown is -4.38%.
Since Dec 22, 2006 BTZ has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.54% | Dec 26, 2006 | 552 | Mar 9, 2009 | 897 | Sep 26, 2012 | 1449 |
| -35.34% | Feb 7, 2020 | 30 | Mar 23, 2020 | 92 | Aug 3, 2020 | 122 |
| -34.63% | Jul 13, 2021 | 318 | Oct 14, 2022 | 699 | Jul 31, 2025 | 1017 |
| -13.35% | Apr 30, 2013 | 77 | Aug 19, 2013 | 134 | Mar 3, 2014 | 211 |
| -12.13% | Oct 2, 2017 | 309 | Dec 24, 2018 | 61 | Mar 25, 2019 | 370 |
| -9.74% | Aug 31, 2016 | 52 | Nov 14, 2016 | 71 | Feb 28, 2017 | 123 |
| -9.72% | Apr 28, 2015 | 160 | Dec 14, 2015 | 82 | Apr 13, 2016 | 242 |
| -9.28% | Oct 31, 2025 | 100 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -6.02% | Feb 11, 2021 | 24 | Mar 18, 2021 | 34 | May 6, 2021 | 58 |
| -4.56% | Nov 2, 2012 | 9 | Nov 15, 2012 | 37 | Jan 10, 2013 | 46 |
| -3.99% | Aug 7, 2020 | 32 | Sep 23, 2020 | 35 | Nov 11, 2020 | 67 |
| -3.92% | Feb 28, 2017 | 9 | Mar 13, 2017 | 15 | Apr 3, 2017 | 24 |
| -3.54% | Oct 23, 2014 | 36 | Dec 15, 2014 | 22 | Jan 16, 2015 | 58 |
| -3.35% | Jul 14, 2014 | 53 | Sep 26, 2014 | 19 | Oct 23, 2014 | 72 |
| -2.44% | Jan 18, 2013 | 11 | Feb 5, 2013 | 41 | Apr 5, 2013 | 52 |
| -2.41% | Sep 6, 2019 | 18 | Oct 2, 2019 | 31 | Nov 14, 2019 | 49 |
| -1.98% | Aug 3, 2017 | 10 | Aug 17, 2017 | 13 | Sep 6, 2017 | 23 |
| -1.82% | Mar 5, 2014 | 11 | Mar 20, 2014 | 12 | Apr 7, 2014 | 23 |
| -1.74% | May 6, 2019 | 6 | May 14, 2019 | 17 | Jun 7, 2019 | 23 |
| -1.71% | Feb 12, 2015 | 18 | Mar 11, 2015 | 5 | Mar 18, 2015 | 23 |
| -1.64% | Dec 24, 2020 | 5 | Jan 4, 2021 | 5 | Jan 11, 2021 | 10 |
| -1.54% | Mar 24, 2015 | 6 | Apr 1, 2015 | 12 | Apr 20, 2015 | 18 |
| -1.50% | Aug 8, 2025 | 9 | Aug 21, 2025 | 5 | Aug 28, 2025 | 14 |
| -1.40% | Jun 8, 2017 | 19 | Jul 6, 2017 | 4 | Jul 12, 2017 | 23 |
| -1.37% | May 28, 2014 | 5 | Jun 4, 2014 | 6 | Jun 12, 2014 | 11 |