Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BTZ (BlackRock Credit Allocation Income Trust) | -2.89% | 3.42% | 9.74% | 0.61% | 5.58% | 6.33% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/22/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BTZ (BlackRock Credit Allocation Income Trust) | 12/22/2006 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.17 | 3.42 | 9.74 | 0.61 | 5.58 | 6.33 | NA | … | … | -2.89 | 13.70 | 11.26 | 12.31 | -27.39 | 9.10 | 13.20 | 33.63 | -10.32 | 9.36 | 12.78 | 3.08 | 6.35 | 2.28 | 21.16 | 7.80 | 15.42 | 57.51 | -43.59 | -25.15 | 0.20 |
| Sharpe Ratio | NA | 0.09 | 0.61 | -0.15 | 0.30 | NA | NA | … | … | -0.79 | 1.09 | 0.77 | 0.67 | -1.55 | 0.92 | 0.50 | 4.90 | -1.72 | 1.30 | 1.42 | 0.39 | 0.98 | 0.23 | 2.37 | 0.72 | 1.12 | 1.57 | -0.71 | -1.51 | 2.56 |
| Standard Deviation(%) | NA | 8.96 | 10.60 | 12.85 | 13.14 | NA | NA | … | … | 11.49 | 9.95 | 9.96 | 12.98 | 18.65 | 9.88 | 25.98 | 6.56 | 6.84 | 6.72 | 8.82 | 7.90 | 6.45 | 9.75 | 8.99 | 10.75 | 13.64 | 36.64 | 62.83 | 18.81 | 3.56 |
| Draw Down(%) | NA | 9.28 | 9.28 | 34.99 | 35.34 | NA | NA | … | … | 8.72 | 8.62 | 7.83 | 14.62 | 33.66 | 6.02 | 35.34 | 2.40 | 11.81 | 3.92 | 9.74 | 9.69 | 3.53 | 13.34 | 4.81 | 9.69 | 10.22 | 43.89 | 63.97 | 30.68 | 0.24 |
| Yield(%) | 0.00 | 9.39 | 9.93 | 6.61 | 7.41 | 7.52 | 4.07 | … | … | 3.90 | 9.60 | 9.73 | 9.83 | 6.21 | 6.88 | 7.21 | 7.73 | 6.12 | 6.37 | 7.31 | 7.45 | 7.43 | 6.88 | 7.75 | 7.11 | 8.89 | 15.30 | 9.54 | 7.49 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/22/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTZ (BlackRock Credit Allocation Income Trust) |
-12.30%
Jan 2007 – Jan 2010 |
-2.55%
Jan 2007 – Jan 2012 |
2.48%
Jan 2007 – Jan 2017 |
3.49%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BTZ (BlackRock Credit Allocation Income Trust) |
44.23%
Feb 2009 – Feb 2012 |
28.79%
Feb 2009 – Feb 2014 |
16.26%
Feb 2009 – Feb 2019 |
12.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart