BlackRock Income Trust (BKT)

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BlackRock Income Trust (BKT) is down 0.5% since the beginning of the year. BKT is currently trading at $10 per share. Investors who bought $1,000 worth of BKT shares 5 years ago would now be looking at an investment worth $859.

BlackRock Income Trust (BKT) has returned -0.49% so far this year and -0.01% over the past 12 months. Over the last ten years, BKT has returned 1.11% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jul 25, 1988, BKT's average daily return is +0.01%, while the average monthly return is +0.22%. At this rate, an investment would double in approximately 26.3 years.

Historically, 56% of months were positive and 44% were negative. The best month was Jan 1993 with a return of +10.3%, while the worst month was Jul 2003 at -11.6%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 8 months.

On a daily basis, BKT closed higher 40% of trading days. The best single day was Aug 13, 1992 with a return of +22.4%, while the worst single day was Aug 12, 1992 at -20.2%.

BlackRock Income Trust has an annualized alpha of 2.17%, beta of 0.10, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since July 25, 1988.

• This fund participated in 21.15% of S&P 500 Index downside but only 16.86% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.10 may look defensive, but with R2 of 0.01 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R2 of 0.01 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

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

BKT ranks 3 for risk / return — in the bottom 3% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

BlackRock Income Trust provided a 10.10% dividend yield over the last twelve months, with an annual payout of $1.06 per share. The fund has been increasing its distributions for 3 consecutive years.

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.

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 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 48.86%, occurring on Dec 30, 1999. Recovery took 1037 trading sessions.

The current BlackRock Income Trust drawdown is 17.97%.

The chart below shows the rolling one-month volatility.