Blackrock Innovation & Growth Trust (BIGZ)

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The chart shows the growth of an initial investment of $10,000 in Blackrock Innovation & Growth 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 Innovation & Growth Trust (BIGZ) has returned 2.59% so far this year and 18.68% over the past 12 months.

Based on dividend-adjusted daily data since Mar 26, 2021, BIGZ's average daily return is -0.03%, while the average monthly return is -0.70%.

Historically, 54% of months were positive and 46% were negative. The best month was Nov 2023 with a return of +15.2%, while the worst month was Apr 2022 at -20.1%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 6 months.

On a daily basis, BIGZ closed higher 48% of trading days. The best single day was Apr 9, 2025 with a return of +12.6%, while the worst single day was Jun 13, 2022 at -9.3%.

Blackrock Innovation & Growth Trust has an annualized alpha of -20.33%, beta of 1.33, and R² of 0.58 versus S&P 500 Index. Calculated based on daily prices since March 29, 2021.

• This stock participated in 156.69% of S&P 500 Index downside but only 70.47% of its upside — more exposed to losses than it benefited from rallies.
• This stock had an annualized alpha of -20.33% versus S&P 500 Index — delivering less than market exposure alone would predict.

BIGZ ranks 63 for risk / return — better than 63% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Blackrock Innovation & Growth Trust (BIGZ) and compare them to a chosen benchmark (S&P 500 Index).

Blackrock Innovation & Growth Trust provided a 12.11% dividend yield over the last twelve months, with an annual payout of $0.80 per share. The company has been increasing its dividends for 2 consecutive years.

The table displays the monthly dividend distributions for Blackrock Innovation & Growth 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 Innovation & Growth 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 Innovation & Growth Trust was 67.27%, occurring on Dec 28, 2022. The portfolio has not yet recovered.

The current Blackrock Innovation & Growth Trust drawdown is 51.85%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Blackrock Innovation & Growth 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 Innovation & Growth 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.