EFR vs BKT

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

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

EFR vs BKT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

EFR

$349M

Winner

BKT

$349M

Max Drawdown

EFR

66.83%

Winner

BKT

58.84%

Sharpe Ratio

Winner

EFR

-0.64

BKT

-0.68

5Y Beta

EFR

0.36

Winner

BKT

0.14

5Y Dividends CAGR

Winner

EFR

3.88%

BKT

-1.40%

EFR vs BKT - Historical Returns

Returns include dividend reinvestment.

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

EFR

+1.22%

Winner

BKT

+2.73%

Winner

EFR

+3.01%

BKT

+1.86%

Winner

EFR

+2.66%

BKT

-1.87%

Winner

EFR

-1.38%

BKT

-2.12%

5Y(CAGR)

Winner

EFR

+3.44%

BKT

-3.03%

10Y(CAGR)

Winner

EFR

+5.48%

BKT

+1.14%

Max(CAGR)

EFR

+4.75%

Winner

BKT

+4.91%

EFR vs BKT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

EFR vs BKT Drawdown Comparison

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

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

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

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

Correlation

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

0.84

-101

Dividend Comparison (2000 - 2026)

EFR vs BKT dividend yield comparison.

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