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BlackRock Limited Duration Income Trust (BLW)

Equity · Currency in USD · Last updated Jun 28, 2022

Company Info

ISINUS09249W1018
CUSIP09249W101
SectorFinancial Services
IndustryAsset Management

Trading Data

Previous Close$12.61
Year Range$12.16 - $16.45
EMA (50)$13.30
EMA (200)$14.53
Average Volume$121.78K
Market Capitalization$450.32M

BLWShare Price Chart


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BLWPerformance

The chart shows the growth of $10,000 invested in BlackRock Limited Duration Income Trust on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $21,433 for a total return of roughly 114.33%. All prices are adjusted for splits and dividends.


BLW (BlackRock Limited Duration Income Trust)
Benchmark (^GSPC)

BLWReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-8.06%-6.21%
YTD-21.77%-18.17%
6M-20.93%-17.25%
1Y-19.99%-8.65%
5Y2.85%10.10%
10Y3.98%11.43%

BLWMonthly Returns Heatmap


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BLWSharpe 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 Limited Duration Income Trust Sharpe ratio is -1.30. 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.


BLW (BlackRock Limited Duration Income Trust)
Benchmark (^GSPC)

BLWDividend History

BlackRock Limited Duration Income Trust granted a 9.33% dividend yield in the last twelve months. The annual payout for that period amounted to $1.18 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$1.18$1.18$1.18$1.03$0.95$0.99$1.44$1.17$1.25$1.23$1.31$1.23$1.04

Dividend yield

9.33%7.30%8.21%7.56%9.20%8.58%13.94%12.91%13.83%13.49%14.56%16.65%14.82%

BLWDrawdowns Chart

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


BLW (BlackRock Limited Duration Income Trust)
Benchmark (^GSPC)

BLWWorst Drawdowns

The table below shows the maximum drawdowns of the BlackRock Limited Duration Income 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 Limited Duration Income Trust is 41.86%, recorded on Mar 23, 2020. It took 172 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.86%Jan 27, 202040Mar 23, 2020172Nov 24, 2020212
-26.06%Nov 15, 2021147Jun 16, 2022
-16.97%Jun 30, 201127Aug 8, 2011158Mar 23, 2012185
-14.27%May 28, 2013685Feb 12, 201679Jun 7, 2016764
-13.51%Jan 17, 2018236Dec 21, 201875Apr 11, 2019311
-11.1%May 5, 201015May 25, 201042Jul 26, 201057
-10.52%Nov 9, 201024Dec 13, 201073Mar 29, 201197
-6.43%May 14, 20127May 22, 201224Jun 26, 201231
-6.13%Oct 31, 201211Nov 14, 20126Nov 23, 201217
-5.81%Mar 28, 201216Apr 19, 20128May 1, 201224

BLWVolatility Chart

Current BlackRock Limited Duration Income Trust volatility is 36.39%. 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.


BLW (BlackRock Limited Duration Income Trust)
Benchmark (^GSPC)

Portfolios with BlackRock Limited Duration Income Trust


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