Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSTZ (BlackRock Science and Technology Trust II) | 32.97% | 66.32% | 31.18% | 5.74% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/27/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSTZ (BlackRock Science and Technology Trust II) | 06/27/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.44 | 66.32 | 31.18 | 5.74 | NA | NA | NA | … | … | 32.97 | 25.06 | 37.49 | 18.71 | -55.34 | 16.13 | 87.40 | 4.95 |
| Sharpe Ratio | NA | 3.23 | 1.33 | 0.16 | NA | NA | NA | … | … | 4.28 | 0.91 | 1.62 | 0.71 | -1.40 | 0.62 | 1.99 | 0.40 |
| Standard Deviation(%) | NA | 22.48 | 22.83 | 27.48 | NA | NA | NA | … | … | 28.46 | 24.38 | 20.92 | 21.31 | 40.65 | 26.11 | 43.65 | 21.39 |
| Draw Down(%) | NA | 9.26 | 25.31 | 59.31 | NA | NA | NA | … | … | 9.26 | 25.31 | 17.25 | 23.51 | 56.31 | 18.77 | 41.43 | 12.49 |
| Yield(%) | 0.00 | 12.92 | 12.31 | 6.38 | 7.29 | 4.86 | 3.65 | … | … | 3.53 | 13.55 | 12.29 | 11.38 | 5.90 | 8.72 | 5.98 | 2.50 |
Data as of 06/05/2026, Common starting date is 06/27/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSTZ (BlackRock Science and Technology Trust II) |
-15.33%
Apr 2021 – Apr 2024 |
1.15%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSTZ (BlackRock Science and Technology Trust II) |
34.42%
May 2023 – May 2026 |
11.17%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart