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BLW: BlackRock Limited Duration Income Trust (CEF)
Basic Info 14.21 0.15(1.07%) June 27
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 07/30/2003 |
| Last Dividend Date: | 06/13/2025 |
| 12-Mo. Yield | 9.78% |
| Expenses | - |
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Performance Analytics (As of 06/27/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/30/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.8 | 10.0 | 21.3 | 23.7 | 16.7 | 11.0 | 9.4 | 8.5 | 8.0 | 17.9 | 26.9 | -8.4 | 17.0 | 5.3 | 31.1 | -10.2 | 11.6 | 14.7 | 0.5 | -0.7 | 1.3 | 22.9 | 5.3 | 16.8 | 47.1 | -25.1 | -8.9 | 20.9 | -9.0 | 16.0 | -2.2 |
| Sharpe Ratio | NA | 1.33 | 1.54 | 1.61 | 1.14 | 0.64 | NA | NA | 0.43 | 1.34 | 1.85 | -0.52 | 1.83 | 0.15 | 4.14 | -1.57 | 1.66 | 1.61 | 0.05 | -0.08 | 0.1 | 1.58 | 0.31 | 0.96 | 2.11 | -0.77 | -0.88 | 1.81 | -1.06 | 1.14 | -0.87 |
| Draw Down(%) | NA | 9.8 | 9.8 | 13.0 | 22.4 | 41.9 | NA | NA | 44.5 | 3.5 | 7.8 | 22.4 | 5.0 | 41.9 | 2.5 | 13.5 | 4.5 | 8.3 | 11.7 | 9.4 | 14.0 | 6.4 | 16.9 | 11.5 | 19.6 | 38.3 | 21.0 | 4.4 | 13.3 | 11.7 | 5.4 |
| Standard Deviation(%) | NA | 14.0 | 11.8 | 12.6 | 12.8 | 15.1 | NA | NA | 15.9 | 8.6 | 12.3 | 19.0 | 9.3 | 34.7 | 7.2 | 7.3 | 6.6 | 9.0 | 9.8 | 8.3 | 13.3 | 14.6 | 17.0 | 17.3 | 22.3 | 33.5 | 13.6 | 9.8 | 10.5 | 13.2 | 6.7 |
| Treynor Ratio | NA | 0.09 | 0.12 | 0.16 | 0.11 | 0.06 | NA | NA | 0.05 | 0.17 | 0.19 | -0.07 | 0.16 | 0.02 | 0.4 | -0.16 | 0.13 | 0.16 | 0.0 | -0.01 | 0.01 | 0.75 | 0.06 | 0.15 | 0.87 | -0.21 | -0.11 | 0.98 | -0.13 | 0.19 | -1.43 |
| Alpha | NA | 0.02 | 0.03 | 0.05 | 0.04 | 0.02 | NA | NA | 0.01 | 0.05 | 0.05 | 0.03 | 0.05 | -0.01 | 0.06 | -0.04 | 0.02 | 0.02 | 0.01 | -0.01 | -0.01 | 0.07 | 0.0 | 0.02 | 0.09 | 0.02 | -0.04 | 0.06 | -0.05 | 0.04 | -0.03 |
| Beta | NA | 1.97 | 1.49 | 1.24 | 1.34 | 1.61 | NA | NA | 1.28 | 0.66 | 1.22 | 1.48 | 1.05 | 2.32 | 0.75 | 0.7 | 0.83 | 0.91 | 0.92 | 0.74 | 0.95 | 0.31 | 0.95 | 1.1 | 0.54 | 1.22 | 1.12 | 0.18 | 0.84 | 0.79 | 0.04 |
| RSquared | NA | 0.3 | 0.19 | 0.25 | 0.26 | 0.35 | NA | NA | 0.16 | 0.06 | 0.31 | 0.34 | 0.07 | 0.53 | 0.12 | 0.12 | 0.13 | 0.26 | 0.14 | 0.1 | 0.05 | 0.0 | 0.09 | 0.08 | 0.02 | 0.1 | 0.11 | 0.0 | 0.06 | 0.04 | 0.0 |
| Yield(%) | N/A | 4.8 | 9.8 | 10.0 | 9.0 | 7.9 | 7.5 | 6.8 | N/A | 9.5 | 9.3 | 6.6 | 7.5 | 7.2 | 7.6 | 6.0 | 6.5 | 10.1 | 7.7 | 7.6 | 6.9 | 8.6 | 7.3 | 7.5 | 8.7 | 8.5 | 7.9 | 8.6 | 7.4 | 8.1 | 3.1 |
| Dividend Growth(%) | N/A | -48.8 | 7.2 | 9.4 | 8.8 | -8.9 | N/A | N/A | N/A | 10.0 | 11.9 | -8.3 | 0.0 | 14.3 | 7.2 | -3.5 | -32.2 | 21.4 | -7.1 | 1.9 | -7.1 | 15.3 | 9.3 | 12.6 | -28.6 | -9.5 | 0.8 | -0.1 | -3.5 | 147.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/30/2003
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