BlackRock Energy and Resources Trust (BGR)

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The chart shows the growth of an initial investment of $10,000 in BlackRock Energy and Resources 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 Energy and Resources Trust (BGR) has returned 30.31% so far this year and 38.88% over the past 12 months. Over the last ten years, BGR has returned 10.42% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Dec 23, 2004, BGR's average daily return is +0.04%, while the average monthly return is +0.81%. At this rate, your investment would double in approximately 7.2 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2020 with a return of +27.0%, while the worst month was Mar 2020 at -34.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, BGR closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +25.6%, while the worst single day was Mar 18, 2020 at -19.1%.

BlackRock Energy and Resources Trust has an annualized alpha of 1.07%, beta of 0.99, and R² of 0.41 versus S&P 500 Index. Calculated based on daily prices since December 27, 2004.

• This stock participated in 108.53% of S&P 500 Index downside but only 101.04% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.41 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.

BGR ranks 85 for risk / return — in the top 85% of stocks 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 Energy and Resources Trust (BGR) and compare them to a chosen benchmark (S&P 500 Index).

BlackRock Energy and Resources Trust provided a 6.75% dividend yield over the last twelve months, with an annual payout of $1.17 per share. The company has been increasing its dividends for 4 consecutive years.

The table displays the monthly dividend distributions for BlackRock Energy and Resources 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 Energy and Resources 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 Energy and Resources Trust was 72.74%, occurring on Mar 18, 2020. Recovery took 1014 trading sessions.

The current BlackRock Energy and Resources Trust drawdown is 0.46%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of BlackRock Energy and Resources Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how BlackRock Energy and Resources Trust is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.