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BTZ: BlackRock Credit Allocation Income Trust (CEF)
Basic Info 10.56 0.01(0.09%) March 18
| Asset Class: | Long-Term Bond |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 12/22/2006 |
| Last Dividend Date: | 02/14/2025 |
| 12-Mo. Yield | 9.26% |
| Expenses | - |
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Performance Analytics (As of 03/14/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/22/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 2.6 | 6.0 | 4.7 | 5.6 | 5.4 | 6.7 | 3.6 | 11.3 | 12.3 | -27.4 | 9.1 | 13.2 | 33.6 | -10.3 | 9.4 | 12.8 | 3.1 | 6.3 | 2.3 | 21.2 | 7.8 | 15.4 | 57.5 | -43.6 | -25.2 | 0.2 |
| Sharpe Ratio | NA | 1.54 | -0.08 | 0.03 | 0.2 | 0.29 | NA | 0.12 | 0.47 | 0.63 | -1.55 | 0.92 | 0.5 | 4.91 | -1.71 | 1.31 | 1.43 | 0.39 | 0.98 | 0.23 | 2.37 | 0.72 | 1.12 | 1.57 | -0.71 | -1.5 | 2.81 |
| Draw Down(%) | NA | 2.7 | 7.2 | 24.1 | 35.0 | 35.3 | NA | 74.5 | 7.8 | 14.6 | 33.7 | 6.0 | 35.3 | 2.4 | 11.8 | 3.9 | 9.7 | 9.7 | 3.5 | 13.3 | 4.8 | 9.7 | 10.2 | 43.9 | 64.0 | 30.7 | 0.2 |
| Standard Deviation(%) | NA | 6.9 | 9.4 | 13.8 | 15.5 | 12.9 | NA | 20.8 | 10.0 | 13.0 | 18.7 | 9.9 | 26.0 | 6.6 | 6.8 | 6.7 | 8.8 | 7.9 | 6.5 | 9.8 | 9.0 | 10.7 | 13.6 | 36.6 | 62.8 | 18.8 | 3.6 |
| Treynor Ratio | NA | 0.31 | -0.02 | 0.01 | 0.07 | 0.11 | NA | 0.36 | 0.11 | 0.15 | -0.49 | 0.52 | 0.5 | 1.76 | -1.17 | 0.36 | 0.54 | 0.32 | 0.66 | 0.07 | -2.48 | -0.49 | -0.48 | -1.63 | 0.38 | 1.02 | 0.43 |
| Alpha | NA | 0.03 | 0.01 | 0.02 | 0.03 | 0.02 | NA | 0.02 | 0.04 | 0.02 | -0.05 | 0.04 | 0.05 | 0.1 | -0.05 | 0.02 | 0.04 | 0.01 | 0.02 | 0.02 | 0.08 | 0.05 | 0.07 | 0.21 | -0.11 | -0.12 | 0.04 |
| Beta | NA | 0.34 | 0.4 | 0.53 | 0.42 | 0.36 | NA | 0.07 | 0.41 | 0.53 | 0.59 | 0.17 | 0.26 | 0.18 | 0.1 | 0.24 | 0.23 | 0.1 | 0.1 | 0.3 | -0.09 | -0.16 | -0.32 | -0.35 | -1.17 | -0.28 | 0.23 |
| RSquared | NA | 0.26 | 0.22 | 0.3 | 0.14 | 0.11 | NA | 0.0 | 0.22 | 0.37 | 0.28 | 0.04 | 0.02 | 0.06 | 0.01 | 0.08 | 0.06 | 0.02 | 0.01 | 0.1 | 0.01 | 0.05 | 0.08 | 0.02 | 0.05 | 0.01 | 0.26 |
| Yield(%) | N/A | 1.6 | 8.5 | 7.9 | 9.6 | 7.0 | 7.8 | N/A | 9.7 | 9.8 | 6.2 | 6.9 | 7.2 | 7.7 | 6.1 | 6.4 | 7.3 | 7.5 | 7.4 | 6.9 | 7.8 | 7.1 | 8.9 | 15.3 | 9.5 | 7.5 | 0.0 |
| Dividend Growth(%) | N/A | -83.3 | -8.3 | 0.6 | 13.0 | N/A | N/A | N/A | 0.0 | 9.1 | -8.3 | 0.0 | 15.6 | 8.5 | -3.6 | -7.0 | -7.7 | 0.0 | 1.7 | 0.8 | 9.8 | -14.7 | -23.3 | -20.7 | -11.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/2006
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