BKT vs EFR

Comparison between BlackRock Income Trust Inc (BKT, ETF) and Eaton Vance Senior Floating-Rate Trust (EFR, ETF).

5-Year PerformanceEFR has outperformed BKT, delivering a return of +3.4% compared to -3.0%

BKT vs EFR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKT(ETF)	EFR(ETF)
Net Assets	$349M	$349M
Max Drawdown	58.84%	66.83%
Sharpe Ratio	-0.68	-0.64
5Y Beta	0.14	0.36
5Y Dividends CAGR	-1.40%	3.88%

Net Assets

Winner

BKT

$349M

EFR

$349M

Max Drawdown

Winner

BKT

58.84%

EFR

66.83%

Sharpe Ratio

BKT

-0.68

Winner

EFR

-0.64

5Y Beta

Winner

BKT

0.14

EFR

0.36

5Y Dividends CAGR

BKT

-1.40%

Winner

EFR

3.88%

BKT vs EFR - Historical Returns

Returns include dividend reinvestment.

Period	BKT	EFR
1 month	+2.73%	+1.22%
3 months	+1.86%	+3.01%
6 months	-1.87%	+2.66%
1 year	-2.12%	-1.38%
5 years(CAGR)	-3.03%	+3.44%
10 years(CAGR)	+1.14%	+5.48%
Max(CAGR)	+4.91%	+4.75%

Winner

BKT

+2.73%

EFR

+1.22%

BKT

+1.86%

Winner

EFR

+3.01%

BKT

-1.87%

Winner

EFR

+2.66%

BKT

-2.12%

Winner

EFR

-1.38%

5Y(CAGR)

BKT

-3.03%

Winner

EFR

+3.44%

10Y(CAGR)

BKT

+1.14%

Winner

EFR

+5.48%

Max(CAGR)

Winner

BKT

+4.91%

EFR

+4.75%

BKT vs EFR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BKT	EFR
2026	+0.34%	+0.85%
2025	+5.44%	-5.47%
2024	+3.16%	+10.08%
2023	+6.18%	+27.98%
2022	-21.38%	-18.89%
2021	-0.61%	+23.56%
2020	+7.53%	+0.78%
2019	+14.49%	+14.57%
2018	-2.90%	-6.37%
2017	+3.55%	+3.58%
2016	+4.44%	+28.01%
2015	+5.24%	-3.00%
2014	+4.76%	-3.32%
2013	-6.90%	-1.25%
2012	+6.66%	+15.36%
2011	+13.47%	-5.92%
2010	+13.39%	+19.21%
2009	+11.73%	+90.44%
2008	+9.97%	-45.18%
2007	-3.72%	-8.68%
2006	+6.92%	+17.21%
2005	-9.55%	-8.65%
2004	+4.53%	+6.89%
2003	+2.71%	-1.32%
2002	+21.54%	N/A
2001	+19.11%	N/A
2000	+19.25%	N/A
1999	-5.16%	N/A

BKT vs EFR Drawdown Comparison

The maximum drawdown for BKT was -35.71%, occurring on Oct 26, 2023. This drawdown has not yet recovered.

The maximum drawdown for EFR was -60.57%, occurring on Dec 15, 2008. Recovery took 651 trading sessions.

The current BKT drawdown is -17.35%. The current EFR drawdown is -8.87%.

Rank	BKT	EFR
#1	-35.71% Sep 15, 2021 - Oct 26, 2023	-60.57% Jun 22, 2007 - Jan 22, 2010
#2	-19.22% May 25, 2005 - May 12, 2008	-42.01% Jan 22, 2020 - Dec 2, 2020
#3	-19.03% Mar 17, 2004 - Sep 20, 2004	-25.06% Nov 16, 2021 - Dec 15, 2023
#4	-17.21% May 12, 2008 - Jan 5, 2009	-24.17% Mar 1, 2011 - Sep 10, 2012
#5	-17.19% Jun 12, 2003 - Feb 13, 2004	-22.93% Apr 24, 2013 - Oct 3, 2016
#6	-13.39% Oct 12, 2012 - Oct 6, 2015	-18.31% Jan 31, 2025 - Apr 7, 2025
#7	-10.90% Nov 5, 1999 - Jun 30, 2000	-15.42% Apr 18, 2018 - Dec 17, 2019
#8	-10.45% Feb 24, 2020 - May 12, 2020	-14.85% May 3, 2010 - Nov 8, 2010
#9	-7.48% Sep 13, 2017 - Feb 6, 2019	-13.23% Mar 4, 2005 - Jul 24, 2006
#10	-6.96% Nov 23, 2004 - Jan 27, 2005	-10.10% Feb 3, 2010 - Mar 25, 2010
#11	-6.87% Oct 14, 2002 - Dec 26, 2002	-6.73% Apr 5, 2010 - Apr 29, 2010
#12	-6.72% Feb 2, 2009 - May 18, 2009	-6.69% Oct 4, 2012 - Nov 23, 2012
#13	-6.70% Aug 23, 2001 - Oct 1, 2001	-6.36% Jul 3, 2024 - Nov 7, 2024
#14	-6.41% Oct 8, 2001 - Jan 15, 2002	-6.25% Mar 17, 2017 - Mar 28, 2018
#15	-6.03% Jul 15, 2002 - Aug 5, 2002	-5.48% Oct 19, 2021 - Nov 16, 2021

Correlation

Correlation between BKT and EFR is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2000 - 2026)

BKT vs EFR dividend yield comparison.

Year	BKT	EFR
2026	6.80%	5.32%
2025	9.53%	9.53%
2024	9.19%	9.76%
2023	8.69%	10.37%
2022	8.35%	10.39%
2021	7.31%	5.62%
2020	6.80%	6.39%
2019	6.82%	7.34%
2018	6.48%	7.46%
2017	5.16%	5.42%
2016	5.10%	5.82%
2015	5.90%	6.95%
2014	6.60%	6.14%
2013	7.12%	7.03%
2012	6.61%	6.17%
2011	5.54%	6.39%
2010	4.28%	6.68%
2009	4.53%	6.43%
2008	4.90%	15.40%
2007	6.49%	9.96%
2006	6.80%	8.44%
2005	8.47%	7.46%
2004	8.51%	5.04%
2003	8.17%	0.45%
2002	12.51%	0.00%
2001	7.64%	0.00%
2000	4.29%	0.00%