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ISIN
US09262G1085
CUSIP
09262G108
Issuer
BlackRock
Inception Date
Oct 28, 2022
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

BMN Performance Chart

Blackrock 2037 Municipal Target Term Trust (BMN) is down 0.3% since the beginning of the year. BMN is currently trading at $26 per share.


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S&P 500 Index

Returns By Period

Blackrock 2037 Municipal Target Term Trust (BMN) has returned -0.27% so far this year and 7.24% over the past 12 months.


Blackrock 2037 Municipal Target Term Trust

1D
-2.13%
1M
0.57%
YTD
-0.27%
6M
0.49%
1Y
7.24%
3Y*
5.58%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BMN Monthly Returns History

Based on dividend-adjusted daily data since Oct 27, 2022, BMN's average daily return is +0.02%, while the average monthly return is +0.42%. At this rate, an investment would double in approximately 13.8 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2023 with a return of +9.3%, while the worst month was Apr 2025 at -5.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, BMN closed higher 49% of trading days. The best single day was Nov 7, 2023 with a return of +3.7%, while the worst single day was Mar 12, 2026 at -2.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.20%4.77%-4.61%-1.58%1.98%-0.79%-0.27%
20250.33%0.41%-0.57%-5.03%1.48%1.95%-2.15%1.31%3.94%0.41%-0.02%5.14%7.05%
20242.12%-1.14%1.61%0.18%1.30%2.12%0.87%1.31%2.46%-2.35%3.74%-0.10%12.65%
20233.91%-0.85%1.10%0.13%-0.07%-0.27%0.18%-3.22%-4.44%-3.86%9.25%0.74%1.89%
2022-0.04%1.47%-4.23%-2.86%

Benchmark Metrics

Blackrock 2037 Municipal Target Term Trust has an annualized alpha of 4.42%, beta of 0.05, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since October 27, 2022.

  • This fund participated in 53.59% of S&P 500 Index downside but only 30.20% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.05 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.

Alpha
4.42%
Beta
0.05
0.01
Upside Capture
30.20%
Downside Capture
53.59%

Expense Ratio

BMN has a high expense ratio of 0.93%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

BMN ranks 8 for risk / return — in the bottom 8% 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.


BMN Risk / Return Rank: 88
Overall Rank
BMN Sharpe Ratio Rank: 77
Sharpe Ratio Rank
BMN Sortino Ratio Rank: 77
Sortino Ratio Rank
BMN Omega Ratio Rank: 77
Omega Ratio Rank
BMN Calmar Ratio Rank: 1010
Calmar Ratio Rank
BMN Martin Ratio Rank: 99
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Blackrock 2037 Municipal Target Term Trust (BMN) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BMNBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.49

Sortino ratioReturn per unit of downside risk

-1.88

Omega ratioGain probability vs. loss probability

1.10

1.37

-0.26

Calmar ratioReturn relative to maximum drawdown

0.89

2.78

-1.90

Martin ratioReturn relative to average drawdown

2.48

12.44

-9.96

Dividends

Dividend History

Blackrock 2037 Municipal Target Term Trust provided a 4.40% dividend yield over the last twelve months, with an annual payout of $1.13 per share.


4.30%4.40%4.50%4.60%4.70%$0.00$0.20$0.40$0.60$0.80$1.00$1.20202320242025
Dividends
Dividend Yield
PeriodTTM202520242023
Dividend$1.13$1.13$1.13$1.13

Dividend yield

4.40%4.30%4.40%4.74%

Monthly Dividends

The table displays the monthly dividend distributions for Blackrock 2037 Municipal Target Term Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.09$0.09$0.09$0.09$0.09$0.09$0.56
2025$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$1.13
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$1.13
2023$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.09$0.10$1.13

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 2037 Municipal Target Term 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 2037 Municipal Target Term Trust was 13.04%, occurring on Oct 30, 2023. Recovery took 130 trading sessions.

The current Blackrock 2037 Municipal Target Term Trust drawdown is 5.83%.


Related event

Drawdown

Fall

Recovery

Underwater

2023 correction2023
-13.04%Oct 2023
5mo 21d6mo 10d
12mo 1dMay 2023 - May 2024
2026 pullback2026
-8.18%May 2026
1mo 29d
3mo 22dMar 2026 - now
2025 selloff2025
-7.88%Apr 2025
1mo 7d5mo 3d
6mo 10dMar 2025 - Sep 2025
Bear market2022
-4.50%Dec 2022
1mo 6d2mo 21d
3mo 27dNov 2022 - Mar 2023
2024 pullback2024
-3.60%May 2024
12d1mo 17d
1mo 29dMay 2024 - Jul 2024

Drawdown Indicators


BMNBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-13.04%

-56.78%

+43.74%

Max Drawdown (1Y)

Largest decline over 1 year

-8.18%

-9.10%

+0.92%

Max Drawdown (3Y)

Largest decline over 3 years

-12.41%

-18.90%

+6.49%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-5.83%

-1.80%

-4.03%

Average Drawdown

Average peak-to-trough decline

-2.35%

-10.71%

+8.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.93%

2.03%

+0.90%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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