Performance analysis of BlackRock ESG Capital Allocation Term Trust (ECAT)
Annual Return
Over the past 3 years, ECAT has had an average annual return of +19.61%, underperforming the benchmark SPY, which returned +19.62% annual.
Since Sep 28, 2021, ECAT has had an average annual return of +9.56%, underperforming the benchmark SPY, which returned +13.51% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.40% | +16.70% | +19.99% | +32.30% | -21.91% | -6.24% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.20% | -0.16% | -8.51% | +11.24% | +7.31% | +2.36% | +0.29% | +14.40% | |||||
| 2025 | +3.22% | +1.96% | -3.42% | -0.60% | +5.02% | +3.36% | +3.41% | +2.88% | +1.19% | +1.20% | -0.28% | -2.04% | +16.70% |
| 2024 | +2.61% | +5.34% | +2.31% | -6.41% | +10.86% | +0.85% | +1.13% | +2.06% | +3.11% | -1.59% | +3.56% | -4.41% | +19.99% |
| 2023 | +10.89% | -1.12% | +8.58% | +0.23% | -0.55% | +3.11% | +3.04% | -2.46% | -3.73% | -2.48% | +10.04% | +4.14% | +32.30% |
| 2022 | -5.82% | -6.49% | +3.27% | -10.91% | +3.03% | -4.48% | +6.29% | -3.55% | -10.84% | +7.45% | +5.72% | -5.67% | -21.91% |
| 2021 | +0.50% | -0.45% | -6.90% | +0.65% | -6.24% |
Drawdown analysis of BlackRock ESG Capital Allocation Term Trust (ECAT)
The maximum drawdown for the ECAT was -32.24%, occurring on Sep 29, 2022. Recovery took 332 trading sessions.
The current ECAT drawdown is -0.96%.
Since Sep 28, 2021 ECAT has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.24% | Oct 1, 2021 | 250 | Sep 29, 2022 | 332 | Jan 26, 2024 | 582 |
| -15.78% | Feb 13, 2025 | 36 | Apr 7, 2025 | 25 | May 13, 2025 | 61 |
| -11.72% | Oct 28, 2025 | 104 | Mar 30, 2026 | 24 | May 4, 2026 | 128 |
| -9.07% | Jul 15, 2024 | 15 | Aug 5, 2024 | 14 | Aug 23, 2024 | 29 |
| -6.86% | Apr 1, 2024 | 18 | Apr 25, 2024 | 17 | May 20, 2024 | 35 |
| -5.60% | Dec 11, 2024 | 13 | Dec 31, 2024 | 29 | Feb 13, 2025 | 42 |
| -4.58% | Oct 14, 2024 | 15 | Nov 4, 2024 | 5 | Nov 11, 2024 | 20 |
| -4.52% | Aug 23, 2024 | 9 | Sep 6, 2024 | 15 | Sep 27, 2024 | 24 |
| -4.24% | Jun 2, 2026 | 6 | Jun 10, 2026 | 12 | Jun 29, 2026 | 18 |
| -3.48% | Mar 1, 2024 | 10 | Mar 15, 2024 | 8 | Mar 27, 2024 | 18 |
| -2.92% | May 13, 2025 | 6 | May 21, 2025 | 7 | Jun 2, 2025 | 13 |
| -2.72% | Aug 13, 2025 | 6 | Aug 21, 2025 | 14 | Sep 11, 2025 | 20 |
| -2.57% | Nov 11, 2024 | 8 | Nov 21, 2024 | 6 | Dec 2, 2024 | 14 |
| -2.50% | Jan 29, 2024 | 2 | Jan 31, 2024 | 6 | Feb 8, 2024 | 8 |
| -2.28% | Feb 12, 2024 | 1 | Feb 13, 2024 | 6 | Feb 22, 2024 | 7 |
| -2.23% | Oct 8, 2025 | 7 | Oct 17, 2025 | 5 | Oct 24, 2025 | 12 |
| -2.18% | Jun 11, 2025 | 6 | Jun 20, 2025 | 5 | Jun 27, 2025 | 11 |
| -2.17% | Jul 15, 2026 | 2 | Jul 17, 2026 | Ongoing | Ongoing | Ongoing |
| -1.95% | Sep 11, 2025 | 10 | Sep 25, 2025 | 4 | Oct 1, 2025 | 14 |
| -1.83% | May 28, 2024 | 16 | Jun 20, 2024 | 7 | Jul 1, 2024 | 23 |
| -1.71% | May 14, 2026 | 1 | May 15, 2026 | 5 | May 22, 2026 | 6 |
| -1.04% | Jul 18, 2025 | 2 | Jul 22, 2025 | 11 | Aug 6, 2025 | 13 |
| -0.88% | Jul 2, 2026 | 3 | Jul 8, 2026 | 2 | Jul 10, 2026 | 5 |
| -0.85% | Dec 2, 2024 | 3 | Dec 5, 2024 | 4 | Dec 11, 2024 | 7 |
| -0.78% | Jul 10, 2025 | 4 | Jul 16, 2025 | 2 | Jul 18, 2025 | 6 |