Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BDJ (BlackRock Enhanced Equity Dividend Trust) | 10.63% | 14.80% | 7.58% | 13.23% | 9.31% | 9.31% | NA | 6.72% |
Data as of 07/21/2025, AR inception is 08/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BDJ (BlackRock Enhanced Equity Dividend Trust) | 08/26/2005 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.57 | 14.80 | 7.58 | 13.23 | 9.31 | 9.31 | NA | 6.72 | 10.63 | 16.87 | -6.67 | 0.83 | 30.08 | -7.66 | 36.75 | -10.38 | 20.82 | 15.33 | 0.68 | 10.91 | 19.00 | 11.11 | -10.23 | 10.83 | 22.39 | -17.69 | -18.50 | 31.18 | -12.84 |
| Sharpe Ratio | NA | 0.64 | 0.35 | 0.68 | 0.41 | NA | NA | 0.25 | 0.81 | 1.09 | -0.76 | -0.03 | 2.28 | -0.20 | 3.24 | -0.75 | 2.43 | 1.08 | 0.05 | 0.99 | 1.75 | 0.97 | -0.45 | 0.53 | 0.61 | -0.40 | -1.20 | 2.16 | -1.93 |
| Standard Deviation(%) | NA | 17.66 | 16.42 | 16.31 | 18.86 | NA | NA | 21.27 | 20.01 | 12.10 | 13.70 | 22.50 | 13.16 | 39.85 | 10.90 | 15.82 | 8.34 | 13.97 | 12.35 | 11.05 | 10.82 | 11.44 | 22.64 | 20.19 | 36.50 | 46.41 | 18.13 | 12.90 | 18.37 |
| Draw Down(%) | NA | 14.37 | 21.39 | 21.39 | 48.16 | NA | NA | 59.04 | 14.37 | 9.75 | 21.39 | 18.35 | 7.55 | 48.16 | 4.83 | 22.46 | 3.92 | 12.68 | 12.28 | 6.83 | 6.93 | 9.07 | 25.43 | 13.41 | 42.73 | 43.62 | 24.28 | 6.53 | 17.78 |
| Yield(%) | 0.00 | 7.98 | 8.80 | 10.74 | 8.55 | 8.61 | 5.32 | 5.60 | 4.48 | 8.79 | 8.14 | 10.82 | 10.31 | 6.05 | 7.74 | 6.12 | 6.89 | 7.54 | 6.95 | 7.14 | 7.73 | 9.21 | 8.66 | 11.19 | 12.64 | 10.03 | 8.20 | 10.24 | 2.06 |
Data as of 07/21/2025, AR inception is 08/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDJ (BlackRock Enhanced Equity Dividend Trust) |
-17.12%
Feb 2006 - Feb 2009 |
-3.97%
Dec 2006 - Dec 2011 |
2.52%
Sep 2005 - Sep 2015 |
4.16%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BDJ (BlackRock Enhanced Equity Dividend Trust) |
22.04%
Feb 2009 - Feb 2012 |
17.35%
Feb 2009 - Feb 2014 |
13.43%
Feb 2009 - Feb 2019 |
11.48%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart