BlackRock Technology and Private Equity Term Trust (BTX)

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BlackRock Technology and Private Equity Term Trust (BTX) is up 37.1% since the beginning of the year. At $9 per share, BTX is trading 8.9% below its 52-week high of $9. Investors who bought $1,000 worth of BTX shares 5 years ago would now be looking at an investment worth $762.

BlackRock Technology and Private Equity Term Trust (BTX) has returned 37.07% so far this year and 27.97% over the past 12 months.

Based on dividend-adjusted daily data since Mar 26, 2021, BTX's average daily return is 0.00%, while the average monthly return is -0.15%.

Historically, 55% of months were positive and 45% were negative. The best month was Apr 2026 with a return of +21.2%, while the worst month was Apr 2022 at -20.1%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 6 months.

On a daily basis, BTX closed higher 49% of trading days. The best single day was Apr 9, 2025 with a return of +12.6%, while the worst single day was Jun 13, 2022 at -9.3%.

BlackRock Technology and Private Equity Term Trust has an annualized alpha of -18.52%, beta of 1.36, and R2 of 0.58 versus S&P 500 Index. Calculated based on daily prices since March 26, 2021.

• This stock participated in 164.24% of S&P 500 Index downside but only 90.75% of its upside - more exposed to losses than it benefited from rallies.
• This stock had an annualized alpha of -18.52% versus S&P 500 Index - delivering less than market exposure alone would predict.

BTX ranks 72 for risk / return — above 72% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.

BlackRock Technology and Private Equity Term Trust provided a 7.93% dividend yield over the last twelve months, with an annual payout of $0.68 per share. The company has been increasing its dividends for 2 consecutive years.

The table displays the monthly dividend distributions for BlackRock Technology and Private Equity Term 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 Technology and Private Equity 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 Technology and Private Equity Term Trust was 67.27%, occurring on Dec 28, 2022. The portfolio has not yet recovered.

The current BlackRock Technology and Private Equity Term Trust drawdown is 35.66%.

The chart below shows the rolling one-month volatility.

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

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