Performance analysis of BlackRock Innovation and Growth Term Trust (BTX)
Annual Return
Over the past 3 years, BTX has had an average annual return of +13.40%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, BTX has had an average annual return of -6.60%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Mar 26, 2021, BTX has had an average annual return of -5.95%, underperforming the benchmark SPY, which returned +14.21% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +34.23% | +0.79% | +13.35% | +19.20% | -47.76% | -24.44% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.16% | -0.86% | +1.30% | +21.16% | +16.33% | -1.08% | -6.16% | +34.23% | |||||
| 2025 | +11.46% | -12.37% | -10.79% | +1.57% | +12.69% | +6.35% | +0.83% | -2.23% | -4.29% | +4.98% | -0.93% | -3.19% | +0.79% |
| 2024 | +4.04% | +6.27% | +2.19% | -12.25% | +5.70% | -1.91% | +3.14% | +3.13% | +1.73% | +0.86% | +7.31% | -5.86% | +13.35% |
| 2023 | +13.25% | -0.51% | +7.65% | -6.50% | +1.52% | +5.85% | +5.51% | -5.26% | -8.84% | -8.58% | +15.12% | +1.99% | +19.20% |
| 2022 | -5.57% | -8.33% | -7.25% | -20.14% | +0.06% | -10.05% | +9.75% | -3.09% | -11.77% | +1.69% | +3.56% | -8.40% | -47.76% |
| 2021 | +1.50% | +7.19% | -7.90% | +1.84% | -5.33% | +3.65% | -7.78% | +2.23% | -13.00% | -8.00% | -24.44% |
Drawdown analysis of BlackRock Innovation and Growth Term Trust (BTX)
The maximum drawdown for the BTX was -67.27%, occurring on Dec 28, 2022. This drawdown has not yet recovered.
The current BTX drawdown is -37.12%.
Since Mar 26, 2021 BTX has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -67.27% | Apr 16, 2021 | 429 | Dec 28, 2022 | Ongoing | Ongoing | Ongoing |
| -0.27% | Apr 9, 2021 | 1 | Apr 12, 2021 | 1 | Apr 13, 2021 | 2 |