PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
BTZ vs. BKT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BTZ vs. BKT

Last updated May 12, 2025

Compare and contrast key facts about BlackRock Credit Allocation Income Trust (BTZ) and BlackRock Income Trust (BKT).

BKT is managed by Blackrock. It was launched on Jan 2, 1990.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTZ or BKT.

Correlation

The correlation between BTZ and BKT is -0.40. 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.

Performance

BTZ vs. BKT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Credit Allocation Income Trust (BTZ) and BlackRock Income Trust (BKT). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Daily Std Dev

BTZ:

8.06%

BKT:

10.91%

Max Drawdown

BTZ:

-0.47%

BKT:

-0.35%

Current Drawdown

BTZ:

0.00%

BKT:

-0.09%

Returns By Period

BTZ

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BKT

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Risk-Adjusted Performance

BTZ vs. BKT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BTZ
The Risk-Adjusted Performance Rank of BTZ is 7979
Overall Rank
The Sharpe Ratio Rank of BTZ is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of BTZ is 7373
Sortino Ratio Rank
The Omega Ratio Rank of BTZ is 7575
Omega Ratio Rank
The Calmar Ratio Rank of BTZ is 7878
Calmar Ratio Rank
The Martin Ratio Rank of BTZ is 8585
Martin Ratio Rank
BKT
The Risk-Adjusted Performance Rank of BKT is 7575
Overall Rank
The Sharpe Ratio Rank of BKT is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of BKT is 8282
Sortino Ratio Rank
The Omega Ratio Rank of BKT is 8181
Omega Ratio Rank
The Calmar Ratio Rank of BKT is 5656
Calmar Ratio Rank
The Martin Ratio Rank of BKT is 7777
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BTZ vs. BKT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Credit Allocation Income Trust (BTZ) and BlackRock Income Trust (BKT). 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.

No data
No data
No data
No data
No data

Loading data...

Dividends

BTZ vs. BKT - Dividend Comparison

BTZ's dividend yield for the trailing twelve months is around 9.51%, more than BKT's 9.06% yield.

TTM20242023202220212020201920182017201620152014
BTZ
BlackRock Credit Allocation Income Trust		9.51%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BKT
BlackRock Income Trust		9.06%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BTZ vs. BKT - Drawdown Comparison

The maximum BTZ drawdown since its inception was -0.47%, which is greater than BKT's maximum drawdown of -0.35%. Use the drawdown chart below to compare losses from any high point for BTZ and BKT. For additional features, visit the drawdowns tool.

Loading data...

Volatility

BTZ vs. BKT - Volatility Comparison

Loading data...