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TEAF vs. BSTZ
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

TEAF vs. BSTZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ecofin Sustainable and Social Impact Term Fund (TEAF) and BlackRock Science and Technology Trust II (BSTZ). The values are adjusted to include any dividend payments, if applicable.

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TEAF vs. BSTZ - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
TEAF
Ecofin Sustainable and Social Impact Term Fund
0.00%9.74%12.16%-0.64%-5.41%19.37%-12.76%-4.54%
BSTZ
BlackRock Science and Technology Trust II
2.17%25.06%37.49%18.72%-55.34%12.71%87.46%4.20%

Fundamentals

Total Revenue (TTM)

TEAF:

$21.36M

BSTZ:

$361.49M

Gross Profit (TTM)

TEAF:

$14.31M

BSTZ:

$169.67M

EBITDA (TTM)

TEAF:

-$435.19K

BSTZ:

$586.67M

Returns By Period


TEAF

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

BSTZ

1D
2.03%
1M
-1.29%
YTD
2.17%
6M
6.38%
1Y
41.49%
3Y*
19.15%
5Y*
0.33%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

TEAF vs. BSTZ — Risk / Return Rank

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

TEAF

BSTZ
BSTZ Risk / Return Rank: 8888
Overall Rank
BSTZ Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
BSTZ Sortino Ratio Rank: 8484
Sortino Ratio Rank
BSTZ Omega Ratio Rank: 8484
Omega Ratio Rank
BSTZ Calmar Ratio Rank: 8989
Calmar Ratio Rank
BSTZ Martin Ratio Rank: 9393
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.

TEAF vs. BSTZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ecofin Sustainable and Social Impact Term Fund (TEAF) and BlackRock Science and Technology Trust II (BSTZ). 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.

TEAF vs. BSTZ - Sharpe Ratio Comparison


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Sharpe Ratios by Period


TEAFBSTZDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.75

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

Correlation

The correlation between TEAF and BSTZ is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

TEAF vs. BSTZ - Dividend Comparison

TEAF's dividend yield for the trailing twelve months is around 5.16%, less than BSTZ's 11.68% yield.


TTM2025202420232022202120202019
TEAF
Ecofin Sustainable and Social Impact Term Fund
5.16%7.37%9.00%9.22%8.25%6.18%8.17%5.30%
BSTZ
BlackRock Science and Technology Trust II
11.68%12.46%9.75%10.90%14.73%5.14%3.42%2.44%

Drawdowns

TEAF vs. BSTZ - Drawdown Comparison


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Drawdown Indicators


TEAFBSTZDifference

Max Drawdown

Largest peak-to-trough decline

-60.51%

Max Drawdown (1Y)

Largest decline over 1 year

-11.57%

Max Drawdown (5Y)

Largest decline over 5 years

-60.51%

Current Drawdown

Current decline from peak

-16.03%

Average Drawdown

Average peak-to-trough decline

-28.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.28%

Volatility

TEAF vs. BSTZ - Volatility Comparison


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Volatility by Period


TEAFBSTZDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.50%

Volatility (6M)

Calculated over the trailing 6-month period

16.14%

Volatility (1Y)

Calculated over the trailing 1-year period

23.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.09%

Financials

TEAF vs. BSTZ - Financials Comparison

This section allows you to compare key financial metrics between Ecofin Sustainable and Social Impact Term Fund and BlackRock Science and Technology Trust II. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00M100.00M150.00M20212022202320242025
8.77M
140.57M
(TEAF) Total Revenue
(BSTZ) Total Revenue
Values in USD except per share items