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Blackrock Innovation & Growth Trust (BIGZ)

Equity · Currency in USD · Last updated Mar 28, 2023

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in Blackrock Innovation & Growth Trust in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $4,367 for a total return of roughly -56.33%. All prices are adjusted for splits and dividends.


-60.00%-40.00%-20.00%0.00%NovemberDecember2023FebruaryMarch
-56.33%
0.08%
BIGZ (Blackrock Innovation & Growth Trust)
Benchmark (^GSPC)

S&P 500

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Return

Blackrock Innovation & Growth Trust had a return of 10.77% year-to-date (YTD) and -28.44% in the last 12 months. Over the past 10 years, Blackrock Innovation & Growth Trust had an annualized return of -33.97%, while the S&P 500 had an annualized return of 0.04%, indicating that Blackrock Innovation & Growth Trust did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month0.71%0.19%
Year-To-Date10.77%3.59%
6 months7.68%7.70%
1 year-28.44%-12.45%
5 years (annualized)-33.97%0.04%
10 years (annualized)-33.97%0.04%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202313.26%-0.51%
2022-11.74%1.69%3.55%-8.44%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Blackrock Innovation & Growth Trust Sharpe ratio is -0.71. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.40-1.20-1.00-0.80-0.60-0.40-0.20NovemberDecember2023FebruaryMarch
-0.71
-0.52
BIGZ (Blackrock Innovation & Growth Trust)
Benchmark (^GSPC)

Dividend History

Blackrock Innovation & Growth Trust granted a 16.37% dividend yield in the last twelve months. The annual payout for that period amounted to $1.20 per share.


PeriodTTM20222021
Dividend$1.20$0.99$0.70

Dividend yield

16.37%14.96%5.53%

Monthly Dividends

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.07$0.07
2022$0.10$0.10$0.10$0.10$0.10$0.07$0.07$0.07$0.07$0.07$0.07$0.07
2021$0.10$0.10$0.10$0.10$0.10$0.10$0.10

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%NovemberDecember2023FebruaryMarch
-61.91%
-17.08%
BIGZ (Blackrock Innovation & Growth Trust)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Blackrock Innovation & Growth Trust. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Blackrock Innovation & Growth Trust is 67.28%, recorded on Dec 28, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.28%Apr 19, 2021429Dec 28, 2022
-0.27%Apr 12, 20211Apr 12, 20211Apr 13, 20212

Volatility Chart

Current Blackrock Innovation & Growth Trust volatility is 24.00%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%60.00%70.00%NovemberDecember2023FebruaryMarch
24.00%
17.88%
BIGZ (Blackrock Innovation & Growth Trust)
Benchmark (^GSPC)