BTX vs PLYM

Comparison between BlackRock Innovation and Growth Term Trust (BTX, Company) and Plymouth Industrial REIT, Inc. (PLYM, Company).

BTX is from the Financial Services sector, while PLYM is from the Real Estate sector.

5-Year PerformancePLYM has outperformed BTX, delivering a return of +13.0% compared to -7.0%

BTX vs PLYM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTX(COMPANY)	PLYM(COMPANY)
Market Cap	$980M	$979M
Max Drawdown	76.03%	62.58%
Sharpe Ratio	0.78	0.76
5Y Beta	1.27	N/A
Industry	Asset Management	Reit - Industrial
P/E Ratio	27.10	10.88
PEG Ratio	0.00	0.00
Dividend Yield	N/A	4.37%
5Y Dividends CAGR	30.67%	0.85%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	-1.77%	10.31%
P/S Ratio	85.38	N/A
P/B Ratio	1.07	N/A

Market Cap

Winner

BTX

$980M

PLYM

$979M

Max Drawdown

BTX

76.03%

Winner

PLYM

62.58%

Sharpe Ratio

Winner

BTX

0.78

PLYM

0.76

5Y Beta

BTX

1.27

PLYM

N/A

Industry

BTX

Asset Management

PLYM

Reit - Industrial

P/E Ratio

BTX

27.10

Winner

PLYM

10.88

PEG Ratio

Winner

BTX

0.00

PLYM

0.00

Dividend Yield

BTX

N/A

PLYM

4.37%

5Y Dividends CAGR

Winner

BTX

30.67%

PLYM

0.85%

Debt to Equity

BTX

0.00%

PLYM

0.00%

Free Cash Flow Yield

BTX

-1.77%

Winner

PLYM

10.31%

P/S Ratio

BTX

85.38

PLYM

N/A

P/B Ratio

BTX

1.07

PLYM

N/A

BTX vs PLYM - Historical Returns

Returns include dividend reinvestment.

Period	BTX	PLYM
1 month	-5.48%	+0.46%
3 months	+5.14%	+0.37%
6 months	+26.82%	+47.42%
1 year	+23.35%	+32.72%
5 years(CAGR)	-7.00%	+12.96%
10 years(CAGR)	N/A	+8.37%
Max(CAGR)	-6.41%	+8.37%

BTX

-5.48%

Winner

PLYM

+0.46%

Winner

BTX

+5.14%

PLYM

+0.37%

BTX

+26.82%

Winner

PLYM

+47.42%

BTX

+23.35%

Winner

PLYM

+32.72%

5Y(CAGR)

BTX

-7.00%

Winner

PLYM

+12.96%

10Y(CAGR)

BTX

N/A

PLYM

+8.37%

Max(CAGR)

BTX

-6.41%

Winner

PLYM

+8.37%

BTX vs PLYM - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	BTX	PLYM
2026	+28.77%	+0.46%
2025	+0.51%	+31.58%
2024	+15.41%	-22.96%
2023	+18.15%	+30.48%
2022	-49.26%	-34.56%
2021	-24.44%	+123.31%
2020	N/A	-9.91%
2019	N/A	+51.21%
2018	N/A	-24.70%
2017	N/A	+5.02%

BTX vs PLYM Drawdown Comparison

The maximum drawdown for BTX was -67.27%, occurring on Dec 28, 2022. This drawdown has not yet recovered.

The maximum drawdown for PLYM was -62.58%, occurring on Mar 23, 2020. Recovery took 307 trading sessions.

The current BTX drawdown is -38.77%. The current PLYM drawdown is -18.40%.

Rank	BTX	PLYM
#1	-67.27% Apr 16, 2021 - Dec 28, 2022	-62.58% Feb 20, 2020 - May 10, 2021
#2	-0.27% Apr 9, 2021 - Apr 13, 2021	-51.29% Dec 31, 2021 - Apr 8, 2025
#3	N/A	-33.79% Jan 3, 2018 - Mar 25, 2019
#4	N/A	-11.78% May 14, 2019 - Jun 21, 2019
#5	N/A	-11.05% Jul 5, 2017 - Dec 28, 2017
#6	N/A	-9.21% Sep 23, 2019 - Feb 12, 2020
#7	N/A	-8.19% Jun 21, 2019 - Sep 20, 2019
#8	N/A	-5.26% Sep 2, 2021 - Oct 11, 2021
#9	N/A	-5.18% Nov 24, 2021 - Dec 27, 2021
#10	N/A	-4.46% May 10, 2021 - May 21, 2021
#11	N/A	-3.86% Jun 9, 2021 - Jun 23, 2021
#12	N/A	-3.64% Jul 30, 2021 - Aug 30, 2021
#13	N/A	-2.90% May 24, 2021 - Jun 7, 2021
#14	N/A	-2.65% Apr 2, 2019 - Apr 25, 2019
#15	N/A	-2.39% Jun 16, 2017 - Jun 30, 2017