BlackRock Floating Rate Income Trust (BGT) Total Return CAGR:-1.78%(TTM)
Over the latest trailing 12-month period, BlackRock Floating Rate Income Trust (BGT)'s total return cagr is -1.78%. The comparable SPY value is +26.75%. Year-to-date total return is +0.44%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, BlackRock Floating Rate Income Trust's Total Return CAGR averages 10.29% over 3 years and 6.61% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of BlackRock Floating Rate Income Trust's investment performance.
BGT Total Return CAGR Chart
BlackRock Floating Rate Income Trust (BGT)
BGT Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
BGT Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 282.87 | 284.11 | +1.24 | +0.44% | +0.44% |
| 2025 | 285.50 | 282.87 | -2.63 | -0.92% | -0.92% |
| 2024 | 246.01 | 285.50 | +39.50 | +16.06% | +16.06% |
| 2023 | 194.82 | 246.01 | +51.19 | +26.28% | +26.28% |
| 2022 | 233.41 | 194.82 | -38.60 | -16.54% | -16.54% |
| 2021 | 185.35 | 233.41 | +48.06 | +25.93% | +25.93% |
| 2020 | 186.95 | 185.35 | -1.59 | -0.85% | -0.85% |
| 2019 | 157.13 | 186.95 | +29.81 | +18.97% | +18.97% |
| 2018 | 178.48 | 157.13 | -21.34 | -11.96% | -11.96% |
| 2017 | 171.78 | 178.48 | +6.69 | +3.90% | +3.90% |
| 2016 | 143.89 | 171.78 | +27.90 | +19.39% | +19.39% |
| 2015 | 139.54 | 143.89 | +4.35 | +3.11% | +3.11% |
| 2014 | 142.42 | 139.54 | -2.88 | -2.02% | -2.02% |
| 2013 | 144.56 | 142.42 | -2.13 | -1.48% | -1.48% |
| 2012 | 120.31 | 144.56 | +24.25 | +20.16% | +20.16% |
| 2011 | 136.92 | 120.31 | -16.61 | -12.13% | -12.13% |
| 2010 | 107.88 | 136.92 | +29.04 | +26.92% | +26.92% |
| 2009 | 55.96 | 107.88 | +51.92 | +92.77% | +92.77% |
| 2008 | 101.13 | 55.96 | -45.17 | -44.67% | -44.67% |
| 2007 | 113.62 | 101.13 | -12.49 | -10.99% | -10.99% |
| 2006 | 93.57 | 113.62 | +20.05 | +21.43% | +21.43% |
| 2005 | 95.01 | 93.57 | -1.43 | -1.51% | -1.51% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 284 | +6.1% | -1.3% |
| Q1 2026 | 268 | -5.2% | -6.2% |
| Q4 2025 | 283 | -3.8% | -2.3% |
| Q3 2025 | 294 | +2.1% | +7.0% |
| Q2 2025 | 288 | +0.8% | +6.2% |
| Q1 2025 | 285 | -1.3% | +8.3% |
| Q4 2024 | 289 | +5.4% | +19.8% |
| Q3 2024 | 275 | +1.3% | +17.9% |
| Q2 2024 | 271 | +2.9% | +26.6% |
| Q1 2024 | 264 | +9.1% | +28.8% |
| Q4 2023 | 241 | +3.7% | +23.4% |
| Q3 2023 | 233 | +8.8% | +22.9% |
| Q2 2023 | 214 | +4.7% | +13.6% |
| Q1 2023 | 205 | +4.5% | -3.4% |
| Q4 2022 | 196 | +3.3% | -16.2% |
| Q3 2022 | 189 | +0.6% | -13.1% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
About BlackRock Floating Rate Income Trust
BlackRock Floating Rate Income Trust, an investment vehicle established in the United States on August 30, 2004 (originally known as BlackRock Global Floating Rate Income Trust), operates as a closed-end mutual fund concentrating on fixed income. Jointly managed by BlackRock Advisors, LLC and BlackRock Financial Management, Inc., under the umbrella of BlackRock Inc., the Trust strategically allocates capital to fixed income instruments across international markets, with a significant emphasis on opportunities within the United States. Its portfolio primarily comprises corporate bonds issued by companies spanning various sectors. A key characteristic of its investment strategy is maintaining an average effective portfolio duration of no more than 1.5 years.
- Sector
- Financial Services
- Industry
- Asset Management - Income
- CEO
- Charles Choon Sik Park