Performance analysis of BUI (BlackRock Utility Infrastructure & Power Opportunities Trust)
Annual Return
Over the past 3 years, BUI has had an average annual return of +15.46%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, BUI has had an average annual return of +10.01%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, BUI has had an average annual return of +10.95%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 23, 2011, BUI has had an average annual return of +10%, underperforming the benchmark SPY, which returned +15.54% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.55% | +21.68% | +14.64% | +12.24% | -16.76% | +12.41% | +20.15% | +20.58% | -1.80% | +26.03% | +18.78% | -12.46% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| +24.18% | +7.94% | -3.51% | +0% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.68% | +11.68% | -11.16% | +5% | +1.59% | +4.63% | -3.93% | +14.55% | |||||
| 2025 | +0.46% | -2.68% | +0.55% | +3.64% | +4.18% | +7.21% | +2.87% | +4.17% | -3.68% | +1.62% | +0.25% | +1.70% | +21.68% |
| 2024 | -2.91% | -0.33% | +3.90% | -0.11% | +5.50% | -0.92% | +4.07% | +2.46% | +6.79% | -5.64% | +2.85% | -1.19% | +14.64% |
| 2023 | +7.67% | +0.98% | +7.94% | -2.46% | -5.60% | +1.40% | +5.68% | -7.87% | -6.05% | -1.95% | +5.46% | +8.31% | +12.24% |
| 2022 | -5.80% | -3.64% | +6.73% | -6.58% | -4.07% | -2.32% | +5.50% | +2.92% | -14.20% | +1.53% | +10.22% | -5.83% | -16.76% |
| 2021 | +3.73% | -1.60% | -0.16% | +4.97% | +3.18% | -4.17% | -0.39% | +5.07% | -5.46% | +4.48% | -2.78% | +5.75% | +12.41% |
| 2020 | +2.74% | -10.63% | -15.43% | +15% | +8.53% | +1.94% | +0.53% | +6.69% | -2.88% | -0.59% | +12.64% | +4.27% | +20.15% |
| 2019 | +4.52% | +3.37% | +2.47% | +1.03% | -1.86% | +5.61% | +3.39% | +2.99% | +5.32% | -8.04% | -3.26% | +4.22% | +20.58% |
| 2018 | -1.39% | -7.27% | +1.99% | +1.32% | +1.41% | +0.12% | +4.06% | +1.02% | +0.72% | -10.02% | +5.50% | +1.84% | -1.80% |
| 2017 | +5.45% | +3.89% | +0.12% | +4.83% | +3.34% | -2.60% | +4.26% | +0.38% | -0.45% | +0.29% | +2.40% | +1.78% | +26.03% |
Drawdown analysis of BUI (BlackRock Utility Infrastructure & Power Opportunities Trust)
The maximum drawdown for the BUI was -46.53%, occurring on Mar 18, 2020. Recovery took 145 trading sessions.
The current BUI drawdown is -4.83%.
Since Nov 23, 2011 BUI has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.53% | Sep 30, 2019 | 117 | Mar 18, 2020 | 145 | Oct 13, 2020 | 262 |
| -27.42% | Nov 15, 2021 | 230 | Oct 14, 2022 | 469 | Aug 28, 2024 | 699 |
| -21.97% | Jan 29, 2015 | 245 | Jan 20, 2016 | 88 | May 25, 2016 | 333 |
| -13.69% | Sep 30, 2024 | 130 | Apr 8, 2025 | 23 | May 12, 2025 | 153 |
| -13.57% | Mar 4, 2026 | 13 | Mar 23, 2026 | Ongoing | Ongoing | Ongoing |
| -13.56% | Sep 11, 2018 | 72 | Dec 24, 2018 | 33 | Feb 12, 2019 | 105 |
| -12.46% | Aug 1, 2016 | 74 | Nov 14, 2016 | 58 | Feb 8, 2017 | 132 |
| -12.39% | May 8, 2013 | 77 | Aug 27, 2013 | 118 | Feb 14, 2014 | 195 |
| -10.80% | Feb 16, 2021 | 15 | Mar 9, 2021 | 38 | May 3, 2021 | 53 |
| -10.37% | Jul 29, 2014 | 55 | Oct 15, 2014 | 19 | Nov 11, 2014 | 74 |
| -10.09% | Jan 25, 2018 | 11 | Feb 9, 2018 | 127 | Aug 13, 2018 | 138 |
| -9.36% | Dec 1, 2011 | 116 | May 18, 2012 | 35 | Jul 10, 2012 | 151 |
| -9.19% | Sep 7, 2012 | 47 | Nov 15, 2012 | 46 | Jan 24, 2013 | 93 |
| -8.89% | Sep 15, 2021 | 18 | Oct 11, 2021 | 24 | Nov 12, 2021 | 42 |
| -8.58% | Oct 14, 2020 | 12 | Oct 30, 2020 | 7 | Nov 10, 2020 | 19 |
| -6.97% | Jun 14, 2021 | 24 | Jul 19, 2021 | 32 | Sep 1, 2021 | 56 |
| -5.88% | Aug 28, 2025 | 16 | Sep 22, 2025 | 11 | Oct 7, 2025 | 27 |
| -5.56% | Aug 9, 2019 | 6 | Aug 19, 2019 | 13 | Sep 6, 2019 | 19 |
| -5.33% | Jun 7, 2016 | 4 | Jun 13, 2016 | 13 | Jun 30, 2016 | 17 |
| -5.27% | Oct 7, 2025 | 32 | Nov 20, 2025 | 19 | Dec 18, 2025 | 51 |
| -5.14% | Dec 22, 2025 | 4 | Dec 29, 2025 | 12 | Jan 15, 2026 | 16 |
| -4.78% | Dec 5, 2014 | 6 | Dec 15, 2014 | 7 | Dec 24, 2014 | 13 |
| -4.60% | Jun 2, 2017 | 23 | Jul 6, 2017 | 13 | Jul 25, 2017 | 36 |
| -3.63% | Mar 25, 2019 | 30 | May 7, 2019 | 9 | May 20, 2019 | 39 |
| -3.49% | Mar 6, 2017 | 2 | Mar 8, 2017 | 18 | Apr 3, 2017 | 20 |