BKN vs. USFR

Last updated Apr 2, 2026

Compare and contrast key facts about BlackRock Investment Quality Municipal Trust Inc. (BKN) and WisdomTree Bloomberg Floating Rate Treasury Fund (USFR).

USFR is a passively managed fund by WisdomTree that tracks the performance of the Bloomberg U.S. Treasury Floating Rate Bond Index. It was launched on Feb 4, 2014.

Performance

BKN vs. USFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Investment Quality Municipal Trust Inc. (BKN) and WisdomTree Bloomberg Floating Rate Treasury Fund (USFR). The values are adjusted to include any dividend payments, if applicable.

BKN vs. USFR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BKN BlackRock Investment Quality Municipal Trust Inc.	4.07%	6.84%	-0.57%	6.29%	-29.12%	5.65%	15.60%	23.48%	-6.85%	8.07%
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	0.93%	4.23%	5.47%	5.18%	1.98%	-0.03%	0.56%	2.02%	2.01%	1.03%

Returns By Period

BKN

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

USFR

• 1D: 0.00%
• 1M: 0.29%
• YTD: 0.93%
• 6M: 2.00%
• 1Y: 4.10%
• 3Y*: 4.89%
• 5Y*: 3.52%
• 10Y*: 2.41%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

BKN vs. USFR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USFR

USFR Risk / Return Rank: 100
USFR Sharpe Ratio Rank: 100
USFR Sortino Ratio Rank: 100
USFR Omega Ratio Rank: 100
USFR Calmar Ratio Rank: 100
USFR Martin Ratio Rank: 100

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.

BKN vs. USFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Investment Quality Municipal Trust Inc. (BKN) and WisdomTree Bloomberg Floating Rate Treasury Fund (USFR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BKN	USFR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	14.37	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	8.63	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	3.00	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	1.57	—

Correlation

The correlation between BKN and USFR is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Dividends

BKN vs. USFR - Dividend Comparison

BKN's dividend yield for the trailing twelve months is around 5.43%, more than USFR's 4.00% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BKN BlackRock Investment Quality Municipal Trust Inc.	5.43%	6.11%	6.13%	4.23%	6.56%	4.70%	4.35%	4.39%	5.28%	6.16%	7.72%	5.98%
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	4.00%	4.15%	5.17%	5.12%	1.78%	0.01%	0.40%	2.08%	1.67%	1.03%	0.29%	0.00%

Drawdowns

Drawdown Indicators

	BKN	USFR	Difference
Max Drawdown Largest peak-to-trough decline	—	-1.36%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-0.04%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-0.18%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-0.80%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-0.16%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.01%	—

Volatility

Volatility by Period

	BKN	USFR	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.08%	—
Volatility (6M) Calculated over the trailing 6-month period	—	0.19%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	0.29%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	0.41%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	0.81%	—