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BlackRock Income Trust (BKT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US09247F2092

Issuer

Blackrock

Inception Date

Jan 2, 1990

Asset Class

Multi-Asset

Expense Ratio

BKT has a high expense ratio of 2.06%, indicating above-average management fees.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

BlackRock Income Trust (BKT) returned 3.73% year-to-date (YTD) and 9.25% over the past 12 months. Over the past 10 years, BKT returned 1.78% annually, underperforming the S&P 500 benchmark at 10.78%.


BKT

YTD

3.73%

1M

2.01%

6M

2.88%

1Y

9.25%

5Y*

-1.03%

10Y*

1.78%

^GSPC (Benchmark)

YTD

0.19%

1M

9.00%

6M

-1.55%

1Y

12.31%

5Y*

15.59%

10Y*

10.78%

*Annualized

Monthly Returns

The table below presents the monthly returns of BKT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.65%2.40%1.10%-0.41%-1.02%3.73%
20240.64%-1.73%0.99%-4.81%5.25%2.38%2.51%2.37%1.44%-4.14%2.97%-4.00%3.33%
20237.21%-3.99%1.20%0.62%-0.66%-1.23%0.31%-0.58%-4.14%-5.86%10.29%5.50%7.69%
2022-4.78%-4.20%0.89%-5.79%-1.76%-2.34%6.41%-4.41%-8.61%-1.78%3.54%-0.19%-21.51%
20211.65%-1.07%1.23%1.22%4.81%-0.55%1.49%0.07%-3.73%0.56%-3.05%-2.75%-0.44%
20200.66%-0.76%-3.60%5.30%2.56%0.89%0.23%1.21%-0.90%1.06%0.40%0.31%7.36%
20193.37%1.10%2.13%0.41%1.09%1.92%-0.09%0.73%1.58%0.23%-0.10%1.65%14.91%
2018-3.89%0.12%-0.23%-1.43%1.42%0.72%-1.27%1.30%-0.27%-0.91%1.45%0.49%-2.59%
2017-1.42%0.75%-0.69%1.24%1.56%1.38%-0.21%-0.21%0.26%-0.85%-0.38%1.19%2.58%
20161.41%1.56%1.79%-0.96%-0.21%2.41%0.10%-0.05%-1.12%-2.07%-0.74%2.19%4.28%
20151.56%-0.69%0.49%0.80%1.11%-1.99%0.80%-0.15%0.65%2.08%-0.29%1.30%5.75%
20140.62%1.80%-0.68%0.69%2.22%0.53%-2.35%0.08%-0.55%1.66%0.70%0.63%5.40%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BKT is 70, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BKT is 7070
Overall Rank
The Sharpe Ratio Rank of BKT is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of BKT is 8181
Sortino Ratio Rank
The Omega Ratio Rank of BKT is 7878
Omega Ratio Rank
The Calmar Ratio Rank of BKT is 4949
Calmar Ratio Rank
The Martin Ratio Rank of BKT is 7373
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for BlackRock Income Trust (BKT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

BlackRock Income Trust Sharpe ratios as of May 15, 2025 (values are recalculated daily):

  • 1-Year: 0.79
  • 5-Year: -0.09
  • 10-Year: 0.19
  • All Time: 0.38

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of BlackRock Income Trust compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

BlackRock Income Trust provided a 9.13% dividend yield over the last twelve months, with an annual payout of $1.06 per share. The fund has been increasing its distributions for 2 consecutive years.


5.00%6.00%7.00%8.00%9.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.06$1.06$1.06$1.03$1.24$1.24$1.24$1.10$0.95$0.97$1.13$1.27

Dividend yield

9.13%9.19%8.69%8.35%7.31%6.80%6.82%6.48%5.15%5.09%5.89%6.59%

Monthly Dividends

The table displays the monthly dividend distributions for BlackRock Income Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.09$0.09$0.09$0.09$0.09$0.44
2024$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$1.06
2023$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$1.06
2022$0.00$0.10$0.10$0.10$0.10$0.09$0.09$0.09$0.09$0.09$0.09$0.09$1.03
2021$0.00$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.21$1.24
2020$0.00$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.21$1.24
2019$0.00$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.10$0.21$1.24
2018$0.00$0.08$0.08$0.08$0.08$0.08$0.08$0.10$0.10$0.10$0.10$0.21$1.10
2017$0.00$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.16$0.95
2016$0.00$0.09$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.08$0.16$0.97
2015$0.00$0.11$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.19$1.13
2014$0.11$0.11$0.11$0.11$0.11$0.11$0.11$0.11$0.11$0.11$0.21$1.27

Drawdowns

Drawdowns Chart

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the BlackRock Income 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 Income Trust was 35.70%, occurring on Oct 26, 2023. The portfolio has not yet recovered.

The current BlackRock Income Trust drawdown is 19.27%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-35.7%Sep 16, 2021532Oct 26, 2023
-30.24%Aug 10, 1992572Nov 9, 1994653Jun 10, 19971225
-19.23%May 27, 200598Oct 14, 2005646May 12, 2008744
-19.04%Mar 18, 200437May 10, 200491Sep 20, 2004128
-17.22%May 13, 2008105Oct 9, 200859Jan 5, 2009164

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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