Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBDJX (BlackRock Enhanced Dividend Achievers Trust) | 5.65% | 17.93% | 13.74% | 6.79% | 8.03% | 6.67% | 2.24% | … | … |
Data as of 06/08/2026, Common starting date is 10/06/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBDJX (BlackRock Enhanced Dividend Achievers Trust) | 10/06/2005 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 17.93 | 13.74 | 6.79 | 8.03 | 6.67 | 2.24 | … | … | 5.65 | 18.34 | 10.11 | 9.74 | -6.77 | 16.00 | 0.12 | 24.76 | -8.09 | 10.12 | 5.98 | -5.35 | 7.76 | 17.73 | 3.95 | -3.69 | 0.36 | -6.07 | -30.69 | -14.00 | 5.44 | 1.00 |
| Sharpe Ratio | NA | 1.84 | 1.04 | 0.35 | 0.42 | NA | NA | … | … | 1.32 | 1.12 | 0.76 | 0.58 | -0.46 | 1.39 | 0.00 | 2.40 | -0.72 | 1.53 | 0.47 | -0.42 | 0.86 | 2.20 | 0.42 | -0.20 | 0.02 | -0.28 | -0.87 | -1.17 | 0.27 | 0.20 |
| Standard Deviation(%) | NA | 9.75 | 11.08 | 12.88 | 15.65 | NA | NA | … | … | 11.49 | 13.89 | 8.56 | 10.53 | 17.98 | 11.46 | 34.51 | 9.72 | 13.27 | 6.21 | 12.24 | 12.76 | 9.06 | 8.04 | 9.28 | 18.78 | 13.52 | 21.95 | 36.46 | 14.71 | 7.64 | 7.72 |
| Draw Down(%) | NA | 7.95 | 12.39 | 16.31 | 37.85 | NA | NA | … | … | 7.95 | 12.39 | 6.37 | 8.98 | 16.24 | 6.97 | 37.85 | 5.74 | 16.90 | 3.47 | 10.80 | 12.66 | 6.98 | 4.43 | 7.18 | 16.99 | 11.92 | 29.55 | 39.04 | 17.23 | 4.48 | 1.85 |
| Yield(%) | 0.00 | 9.27 | 8.79 | 6.98 | 6.86 | 5.84 | 2.59 | … | … | 3.16 | 9.53 | 7.66 | 8.30 | 7.96 | 6.47 | 5.95 | 8.04 | 5.53 | 2.02 | 0.00 | 0.51 | 6.20 | 6.67 | 1.72 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 10/06/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBDJX (BlackRock Enhanced Dividend Achievers Trust) |
-21.47%
Feb 2006 – Feb 2009 |
-12.85%
Sep 2006 – Sep 2011 |
-3.99%
Feb 2006 – Feb 2016 |
-0.53%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBDJX (BlackRock Enhanced Dividend Achievers Trust) |
15.00%
May 2023 – May 2026 |
12.90%
Mar 2020 – Mar 2025 |
8.59%
Feb 2016 – Feb 2026 |
6.46%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart