Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBKTX (BlackRock Income Trust Inc) | -0.65% | 2.74% | 3.38% | 22.41% | 11.25% | 7.35% | 6.56% | … | … |
Data as of 06/08/2026, Common starting date is 05/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBKTX (BlackRock Income Trust Inc) | 05/27/2003 | 06/08/2026 |
| 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 (%) | -0.72 | 2.74 | 3.38 | 22.41 | 11.25 | 7.35 | 6.56 | … | … | -0.65 | 6.63 | 0.99 | 5.19 | 150.09 | -2.09 | 4.49 | 4.91 | 0.12 | -0.52 | -2.88 | -2.66 | 4.67 | -0.05 | -3.00 | 2.84 | 7.79 | 7.47 | 4.53 | -0.31 | -1.53 | -4.12 | -3.82 | -5.98 |
| Sharpe Ratio | NA | -0.07 | 0.03 | 0.40 | 0.27 | NA | NA | … | … | -0.81 | 0.63 | -0.34 | 0.14 | 1.35 | -0.72 | 0.99 | 1.19 | -0.37 | -0.44 | -1.29 | -0.91 | 1.80 | -0.03 | -1.09 | 0.64 | 1.94 | 1.73 | 0.41 | -0.70 | -1.79 | -2.26 | -1.00 | -1.58 |
| Standard Deviation(%) | NA | 5.02 | 7.68 | 50.03 | 35.43 | NA | NA | … | … | 4.68 | 5.95 | 7.83 | 11.41 | 110.89 | 2.92 | 4.25 | 2.90 | 3.39 | 2.69 | 2.40 | 2.95 | 2.59 | 2.96 | 2.83 | 4.41 | 3.97 | 4.27 | 8.59 | 4.97 | 2.77 | 2.82 | 4.82 | 6.59 |
| Draw Down(%) | NA | 3.88 | 9.51 | 22.29 | 22.29 | NA | NA | … | … | 3.71 | 3.34 | 5.95 | 12.23 | 19.79 | 3.25 | 7.12 | 1.63 | 2.63 | 1.92 | 5.09 | 3.89 | 0.83 | 2.27 | 3.74 | 2.09 | 2.55 | 2.31 | 9.50 | 4.14 | 3.20 | 4.98 | 6.21 | 6.12 |
| Yield(%) | 0.00 | 9.02 | 8.15 | 14.36 | 8.04 | 5.49 | 5.07 | … | … | 3.83 | 8.95 | 8.35 | 8.03 | 8.19 | 6.67 | 6.54 | 3.90 | 5.07 | 2.00 | 0.00 | 0.00 | 5.83 | 6.04 | 0.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 05/27/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBKTX (BlackRock Income Trust Inc) |
-5.68%
Sep 2019 – Sep 2022 |
-2.39%
Sep 2017 – Sep 2022 |
-1.60%
Sep 2012 – Sep 2022 |
0.10%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBKTX (BlackRock Income Trust Inc) |
51.34%
Sep 2022 – Sep 2025 |
23.19%
Apr 2018 – Apr 2023 |
11.50%
Feb 2016 – Feb 2026 |
8.24%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison Chart