Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBKNX (BlackRock Investment Quality Municipal Trust) | 2.33% | 9.73% | 2.89% | -1.21% | 1.06% | 3.21% | 1.62% | … | … |
Data as of 06/03/2026, Common starting date is 05/23/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBKNX (BlackRock Investment Quality Municipal Trust) | 05/23/2003 | 06/03/2026 |
| 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 (%) | 0.00 | 9.73 | 2.89 | -1.21 | 1.06 | 3.21 | 1.62 | … | … | 2.33 | 2.13 | 0.09 | 8.09 | -17.72 | 3.44 | 7.04 | 12.72 | -0.21 | 6.94 | -6.67 | 0.53 | 24.05 | -8.14 | 11.90 | 12.98 | -2.59 | 29.49 | -29.44 | -8.59 | 0.32 | -0.51 | 0.77 | -0.45 |
| Sharpe Ratio | NA | 1.73 | 0.05 | -0.46 | -0.07 | NA | NA | … | … | 1.82 | -0.06 | -0.60 | 0.57 | -2.20 | 1.23 | 0.45 | 4.10 | -0.57 | 1.60 | -1.07 | 0.13 | 6.77 | -1.13 | 2.83 | 1.65 | -0.41 | 3.81 | -1.92 | -2.60 | -0.90 | -0.90 | -0.06 | -0.30 |
| Standard Deviation(%) | NA | 3.65 | 8.65 | 8.04 | 7.91 | NA | NA | … | … | 1.81 | 12.09 | 5.86 | 7.82 | 8.72 | 2.77 | 15.15 | 2.74 | 2.79 | 3.94 | 6.43 | 3.73 | 3.55 | 7.26 | 4.23 | 7.84 | 6.52 | 7.72 | 15.82 | 4.53 | 3.47 | 3.06 | 3.59 | 4.69 |
| Draw Down(%) | NA | 3.65 | 12.64 | 26.08 | 26.08 | NA | NA | … | … | 0.84 | 10.95 | 4.47 | 12.73 | 25.61 | 3.42 | 21.42 | 2.30 | 3.72 | 3.11 | 14.84 | 6.39 | 2.37 | 16.51 | 4.10 | 6.72 | 13.56 | 7.94 | 38.14 | 9.94 | 3.81 | 3.98 | 6.59 | 7.01 |
| Yield(%) | 0.00 | 4.35 | 4.52 | 3.85 | 3.59 | 4.00 | 2.58 | … | … | 0.93 | 5.38 | 5.14 | 3.91 | 4.64 | 4.88 | 4.56 | 4.51 | 4.38 | 2.65 | 0.00 | 0.47 | 6.85 | 5.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/23/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBKNX (BlackRock Investment Quality Municipal Trust) |
-13.51%
Dec 2005 – Dec 2008 |
-8.29%
Dec 2003 – Dec 2008 |
-0.55%
Aug 2003 – Aug 2013 |
1.06%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBKNX (BlackRock Investment Quality Municipal Trust) |
12.53%
Dec 2008 – Dec 2011 |
8.65%
Mar 2011 – Mar 2016 |
6.20%
Jan 2011 – Jan 2021 |
4.80%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart