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BlackRock Science and Technology Trust II (BSTZ)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US09260K1016
CUSIP
09260K101
IPO Date
Jun 26, 2019

Highlights

Market Cap
$1.52B
Enterprise Value
$1.56B
EPS (TTM)
$8.53
PE Ratio
2.60
PEG Ratio
0.29
Total Revenue (TTM)
$361.49M
Gross Profit (TTM)
$169.67M
EBITDA (TTM)
$586.67M
Year Range
$15.22 - $23.47
ROA (TTM)
33.46%
ROE (TTM)
34.16%

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in BlackRock Science and Technology Trust II, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

BlackRock Science and Technology Trust II (BSTZ) has returned 0.13% so far this year and 41.49% over the past 12 months.


BlackRock Science and Technology Trust II

1D
4.43%
1M
-1.94%
YTD
0.13%
6M
6.05%
1Y
41.49%
3Y*
18.36%
5Y*
-0.08%
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jun 26, 2019, BSTZ's average daily return is +0.06%, while the average monthly return is +1.17%. At this rate, your investment would double in approximately 5.0 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2020 with a return of +25.9%, while the worst month was Apr 2022 at -17.6%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, BSTZ closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +17.9%, while the worst single day was Mar 12, 2020 at -15.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.31%2.43%-1.94%0.13%
20253.29%-4.61%-10.17%1.29%10.50%8.26%3.60%4.71%1.49%4.19%-2.86%4.64%25.06%
20242.29%10.45%4.54%-10.17%14.39%2.10%-4.38%3.99%0.26%5.21%7.75%-1.83%37.49%
202317.36%-1.86%7.05%-10.63%6.13%5.07%4.00%-4.34%-5.88%-11.92%18.21%-0.88%18.72%
2022-17.24%-10.28%3.57%-17.64%-4.80%-12.67%10.29%-3.80%-12.75%-1.01%0.81%-8.17%-55.34%
2021-2.36%3.15%-1.54%8.49%-1.61%11.00%-3.34%2.75%-5.70%6.76%-1.93%-2.19%12.71%

Benchmark Metrics

BlackRock Science and Technology Trust II has an annualized alpha of -0.79%, beta of 1.12, and R² of 0.56 versus S&P 500 Index. Calculated based on daily prices since June 27, 2019.

  • This stock participated in 128.06% of S&P 500 Index downside but only 123.59% of its upside — more exposed to losses than it benefited from rallies.
  • With beta of 1.12 and R² of 0.56, this stock moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha
-0.79%
Beta
1.12
0.56
Upside Capture
123.59%
Downside Capture
128.06%

Return for Risk

Risk / Return Rank

BSTZ ranks 87 for risk / return — in the top 87% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


BSTZ Risk / Return Rank: 8787
Overall Rank
BSTZ Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
BSTZ Sortino Ratio Rank: 8484
Sortino Ratio Rank
BSTZ Omega Ratio Rank: 8585
Omega Ratio Rank
BSTZ Calmar Ratio Rank: 8787
Calmar Ratio Rank
BSTZ Martin Ratio Rank: 9191
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 Science and Technology Trust II (BSTZ) and compare them to a chosen benchmark (S&P 500 Index).


BSTZBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.75

0.90

+0.85

Sortino ratio

Return per unit of downside risk

2.40

1.39

+1.02

Omega ratio

Gain probability vs. loss probability

1.33

1.21

+0.12

Calmar ratio

Return relative to maximum drawdown

3.36

1.40

+1.96

Martin ratio

Return relative to average drawdown

11.87

6.61

+5.26

Explore BSTZ risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

BlackRock Science and Technology Trust II provided a 11.92% dividend yield over the last twelve months, with an annual payout of $2.64 per share. The company has been increasing its dividends for 2 consecutive years.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.002019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$2.64$2.82$2.02$1.82$2.30$2.00$1.25$0.50

Dividend yield

11.92%12.46%9.75%10.90%14.73%5.14%3.42%2.44%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.16$0.16$0.16$0.49
2025$0.22$0.22$0.22$0.22$0.22$0.22$0.22$0.22$0.22$0.16$0.16$0.52$2.82
2024$0.10$0.10$0.10$0.10$0.11$0.21$0.21$0.21$0.21$0.21$0.22$0.22$2.02
2023$0.19$0.19$0.16$0.16$0.16$0.16$0.16$0.16$0.16$0.10$0.10$0.10$1.82
2022$0.19$0.19$0.19$0.19$0.19$0.19$0.19$0.19$0.19$0.19$0.19$0.19$2.30
2021$0.12$0.12$0.17$0.17$0.17$0.17$0.17$0.17$0.17$0.19$0.19$0.19$2.00

Dividend Yield & Payout


Dividend Yield

BlackRock Science and Technology Trust II has a dividend yield of 11.92%, which means its dividend payment is significantly above the market average.

Payout Ratio

BlackRock Science and Technology Trust II has a payout ratio of 50.14%, which is quite average when compared to the overall market. This suggests that BlackRock Science and Technology Trust II strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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 Science and Technology Trust II. 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 Science and Technology Trust II was 60.51%, occurring on Dec 28, 2022. The portfolio has not yet recovered.

The current BlackRock Science and Technology Trust II drawdown is 17.70%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-60.51%Nov 17, 2021280Dec 28, 2022
-41.56%Jul 16, 2019174Mar 23, 202048Jun 1, 2020222
-18.77%Feb 16, 202128Mar 25, 202155Jun 14, 202183
-10.82%Sep 3, 20203Sep 8, 202021Oct 7, 202024
-9.96%Sep 7, 202120Oct 4, 202122Nov 3, 202142

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of BlackRock Science and Technology Trust II over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how BlackRock Science and Technology Trust II is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for BSTZ, comparing it with other companies in the Capital Markets industry. Currently, BSTZ has a P/E ratio of 2.6. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for BSTZ compared to other companies in the Capital Markets industry. BSTZ currently has a PEG ratio of 0.3. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BSTZ relative to other companies in the Capital Markets industry. Currently, BSTZ has a P/S ratio of 4.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BSTZ in comparison with other companies in the Capital Markets industry. Currently, BSTZ has a P/B value of 0.9. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items