Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBTZX (BlackRock Credit Allocation Income Trust Inc) | 0.53% | 7.00% | 8.61% | 1.62% | 3.94% | 3.52% | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/24/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBTZX (BlackRock Credit Allocation Income Trust Inc) | 01/24/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.63 | 7.00 | 8.61 | 1.62 | 3.94 | 3.52 | NA | … | … | 0.53 | 10.14 | 6.11 | 13.40 | -20.08 | 2.68 | 12.31 | 21.61 | -6.15 | 5.91 | 3.64 | -8.76 | 8.20 | 3.59 | 12.47 | -2.01 | 9.06 | 33.75 | -50.62 | -19.38 |
| Sharpe Ratio | NA | 1.17 | 1.04 | -0.12 | 0.33 | NA | NA | … | … | -0.30 | 1.74 | 0.52 | 1.28 | -2.02 | 0.67 | 0.79 | 5.61 | -2.30 | 1.84 | 0.75 | -2.13 | 2.99 | 0.88 | 3.30 | -0.28 | 1.10 | 2.23 | -2.51 | -3.33 |
| Standard Deviation(%) | NA | 3.63 | 5.15 | 6.81 | 7.17 | NA | NA | … | … | 4.23 | 4.19 | 4.77 | 7.68 | 10.69 | 3.98 | 15.14 | 3.59 | 3.29 | 2.87 | 4.56 | 4.12 | 2.73 | 4.06 | 3.80 | 7.39 | 8.12 | 15.10 | 20.51 | 7.10 |
| Draw Down(%) | NA | 3.33 | 5.29 | 26.93 | 27.56 | NA | NA | … | … | 3.33 | 4.12 | 3.03 | 7.02 | 25.69 | 3.39 | 27.56 | 1.68 | 6.45 | 2.19 | 5.10 | 11.03 | 2.49 | 7.42 | 2.75 | 9.90 | 6.93 | 31.98 | 53.66 | 21.40 |
| Yield(%) | 0.00 | 8.98 | 8.98 | 6.50 | 5.84 | 4.83 | 2.17 | … | … | 3.70 | 8.94 | 8.73 | 8.95 | 6.16 | 6.42 | 6.71 | 6.65 | 5.47 | 2.37 | 0.00 | 0.00 | 6.54 | 6.26 | 0.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 01/24/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBTZX (BlackRock Credit Allocation Income Trust Inc) |
-17.94%
Feb 2007 – Feb 2010 |
-9.57%
May 2007 – May 2012 |
-3.52%
Feb 2007 – Feb 2017 |
-1.65%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBTZX (BlackRock Credit Allocation Income Trust Inc) |
24.13%
Feb 2009 – Feb 2012 |
16.97%
Feb 2009 – Feb 2014 |
8.59%
Feb 2009 – Feb 2019 |
6.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart