Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLW (BlackRock Limited Duration Income Trust) | -2.48% | 6.34% | 17.27% | 10.92% | 10.51% | 8.42% | 8.37% | … | … |
Data as of 06/04/2026, Common starting date is 07/30/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLW (BlackRock Limited Duration Income Trust) | 07/30/2003 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.12 | 6.34 | 17.27 | 10.92 | 10.51 | 8.42 | 8.37 | … | … | -2.48 | 16.24 | 17.87 | 26.87 | -8.45 | 17.00 | 5.29 | 31.10 | -10.17 | 11.56 | 14.68 | 0.47 | -0.68 | 1.34 | 22.91 | 5.29 | 16.81 | 47.08 | -25.13 | -8.93 | 20.95 | -9.00 | 15.96 | -2.23 |
| Sharpe Ratio | NA | 0.61 | 1.51 | 0.68 | 0.61 | NA | NA | … | … | -0.49 | 1.28 | 1.34 | 1.85 | -0.52 | 1.83 | 0.15 | 4.14 | -1.57 | 1.66 | 1.61 | 0.05 | -0.08 | 0.10 | 1.58 | 0.31 | 0.96 | 2.11 | -0.77 | -0.88 | 1.81 | -1.06 | 1.14 | -0.87 |
| Standard Deviation(%) | NA | 8.36 | 10.17 | 12.61 | 14.93 | NA | NA | … | … | 10.82 | 10.70 | 8.59 | 12.34 | 19.00 | 9.28 | 34.65 | 7.18 | 7.29 | 6.60 | 8.97 | 9.76 | 8.33 | 13.26 | 14.62 | 17.03 | 17.34 | 22.28 | 33.54 | 13.62 | 9.81 | 10.51 | 13.16 | 6.70 |
| Draw Down(%) | NA | 11.19 | 11.19 | 22.36 | 41.88 | NA | NA | … | … | 11.19 | 9.83 | 3.47 | 7.77 | 22.36 | 4.99 | 41.88 | 2.48 | 13.46 | 4.45 | 8.29 | 11.67 | 9.35 | 14.04 | 6.43 | 16.95 | 11.50 | 19.56 | 38.34 | 21.04 | 4.40 | 13.27 | 11.70 | 5.40 |
| Yield(%) | 0.00 | 9.69 | 10.32 | 7.42 | 7.85 | 6.74 | 6.86 | … | … | 4.12 | 9.55 | 9.48 | 9.26 | 6.55 | 7.51 | 7.16 | 7.59 | 6.00 | 6.51 | 10.11 | 7.71 | 7.59 | 6.88 | 8.56 | 7.35 | 7.46 | 8.67 | 8.53 | 7.92 | 8.63 | 7.38 | 8.13 | 3.13 |
Data as of 06/04/2026, Common starting date is 07/30/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLW (BlackRock Limited Duration Income Trust) |
-6.23%
Dec 2005 – Dec 2008 |
-2.74%
Dec 2003 – Dec 2008 |
4.30%
Sep 2012 – Sep 2022 |
5.22%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLW (BlackRock Limited Duration Income Trust) |
24.92%
Sep 2022 – Sep 2025 |
17.91%
Mar 2020 – Mar 2025 |
12.33%
Feb 2016 – Feb 2026 |
11.16%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart