Blackrock Resources & Commodities Strategy Trust (BCX)

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The chart shows the growth of an initial investment of $10,000 in Blackrock Resources & Commodities Strategy Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Blackrock Resources & Commodities Strategy Trust (BCX) has returned 11.61% so far this year and 40.12% over the past 12 months. Looking at the last ten years, BCX has achieved an annualized return of 13.07%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Mar 29, 2011, BCX's average daily return is +0.03%, while the average monthly return is +0.55%. At this rate, your investment would double in approximately 10.5 years.

Historically, 56% of months were positive and 44% were negative. The best month was Nov 2020 with a return of +19.0%, while the worst month was Mar 2020 at -23.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, BCX closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +13.6%, while the worst single day was Mar 18, 2020 at -18.4%.

Blackrock Resources & Commodities Strategy Trust has an annualized alpha of -3.09%, beta of 0.83, and R² of 0.40 versus S&P 500 Index. Calculated based on daily prices since March 30, 2011.

• This fund participated in 108.81% of S&P 500 Index downside but only 78.32% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.40 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.

BCX has a high expense ratio of 1.10%, indicating above-average management fees.

BCX ranks 88 for risk / return — in the top 88% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Blackrock Resources & Commodities Strategy Trust (BCX) and compare them to a chosen benchmark (S&P 500 Index).

Blackrock Resources & Commodities Strategy Trust provided a 6.94% dividend yield over the last twelve months, with an annual payout of $0.84 per share. The fund has been increasing its distributions for 4 consecutive years.

The table displays the monthly dividend distributions for Blackrock Resources & Commodities Strategy Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Blackrock Resources & Commodities Strategy Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Blackrock Resources & Commodities Strategy Trust was 62.36%, occurring on Mar 18, 2020. Recovery took 233 trading sessions.

The current Blackrock Resources & Commodities Strategy Trust drawdown is 11.16%.

The chart below shows the rolling one-month volatility.