PPT vs BKT

Comparison between Putnam Premier Income Trust (PPT, ETF) and BlackRock Income Trust Inc (BKT, ETF).

5-Year PerformancePPT has outperformed BKT, delivering a return of +2.9% compared to -3.0%

PPT vs BKT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PPT(ETF)	BKT(ETF)
Net Assets	$350M	$349M
Max Drawdown	55.93%	58.84%
Sharpe Ratio	-0.05	-0.68
5Y Beta	0.16	0.14
5Y Dividends CAGR	-1.65%	-1.40%

Net Assets

Winner

PPT

$350M

BKT

$349M

Max Drawdown

Winner

PPT

55.93%

BKT

58.84%

Sharpe Ratio

Winner

PPT

-0.05

BKT

-0.68

5Y Beta

PPT

0.16

Winner

BKT

0.14

5Y Dividends CAGR

PPT

-1.65%

Winner

BKT

-1.40%

PPT vs BKT - Historical Returns

Returns include dividend reinvestment.

Period	PPT	BKT
1 month	+2.54%	+2.73%
3 months	+2.60%	+1.86%
6 months	-0.30%	-1.87%
1 year	+1.56%	-2.12%
5 years(CAGR)	+2.94%	-3.03%
10 years(CAGR)	+4.39%	+1.14%
Max(CAGR)	+5.23%	+4.91%

PPT

+2.54%

Winner

BKT

+2.73%

Winner

PPT

+2.60%

BKT

+1.86%

Winner

PPT

-0.30%

BKT

-1.87%

Winner

PPT

+1.56%

BKT

-2.12%

5Y(CAGR)

Winner

PPT

+2.94%

BKT

-3.03%

10Y(CAGR)

Winner

PPT

+4.39%

BKT

+1.14%

Max(CAGR)

Winner

PPT

+5.23%

BKT

+4.91%

PPT vs BKT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PPT	BKT
2026	+2.85%	+0.34%
2025	+7.79%	+5.44%
2024	+6.99%	+3.16%
2023	+6.84%	+6.18%
2022	-7.73%	-21.38%
2021	-1.49%	-0.61%
2020	-6.64%	+7.53%
2019	+24.45%	+14.49%
2018	-4.90%	-2.90%
2017	+13.55%	+3.55%
2016	+8.31%	+4.44%
2015	-0.16%	+5.24%
2014	+2.17%	+4.76%
2013	+4.98%	-6.90%
2012	+12.03%	+6.66%
2011	-9.55%	+13.47%
2010	+13.24%	+13.39%
2009	+71.49%	+11.73%
2008	-32.16%	+9.97%
2007	+1.68%	-3.72%
2006	+11.38%	+6.92%
2005	-0.21%	-9.55%
2004	+7.34%	+4.53%
2003	+15.78%	+2.71%
2002	+9.95%	+21.54%
2001	+7.46%	+19.11%
2000	+2.27%	+19.25%
1999	-11.81%	-5.16%

PPT vs BKT Drawdown Comparison

The maximum drawdown for PPT was -49.68%, occurring on Nov 21, 2008. Recovery took 318 trading sessions.

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

The current PPT drawdown is -1.40%. The current BKT drawdown is -17.35%.

Rank	PPT	BKT
#1	-49.68% May 21, 2008 - Aug 25, 2009	-35.71% Sep 15, 2021 - Oct 26, 2023
#2	-31.74% Jan 15, 2020 - May 1, 2025	-19.22% May 25, 2005 - May 12, 2008
#3	-22.13% Jun 3, 2011 - Apr 22, 2014	-19.03% Mar 17, 2004 - Sep 20, 2004
#4	-17.27% Nov 1, 1999 - Jan 18, 2001	-17.21% May 12, 2008 - Jan 5, 2009
#5	-13.54% Jun 25, 2014 - Sep 8, 2016	-17.19% Jun 12, 2003 - Feb 13, 2004
#6	-12.78% Nov 1, 2010 - May 5, 2011	-13.39% Oct 12, 2012 - Oct 6, 2015
#7	-12.64% Jun 7, 2001 - Apr 23, 2002	-10.90% Nov 5, 1999 - Jun 30, 2000
#8	-12.13% Jun 13, 2002 - Jan 6, 2003	-10.45% Feb 24, 2020 - May 12, 2020
#9	-11.98% May 14, 2018 - Apr 5, 2019	-7.48% Sep 13, 2017 - Feb 6, 2019
#10	-10.83% Mar 17, 2004 - Sep 16, 2004	-6.96% Nov 23, 2004 - Jan 27, 2005
#11	-9.44% Jan 14, 2008 - May 16, 2008	-6.87% Oct 14, 2002 - Dec 26, 2002
#12	-9.26% Jul 3, 2003 - Dec 15, 2003	-6.72% Feb 2, 2009 - May 18, 2009
#13	-9.03% Apr 27, 2010 - Jun 22, 2010	-6.70% Aug 23, 2001 - Oct 1, 2001
#14	-7.20% Jul 11, 2005 - Aug 28, 2006	-6.41% Oct 8, 2001 - Jan 15, 2002
#15	-7.12% Jul 3, 2007 - Jan 14, 2008	-6.03% Jul 15, 2002 - Aug 5, 2002

Correlation

Correlation between PPT and BKT is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2000 - 2026)

PPT vs BKT dividend yield comparison.

Year	PPT	BKT
2026	6.05%	6.80%
2025	8.81%	9.53%
2024	8.76%	9.19%
2023	8.74%	8.69%
2022	8.60%	8.35%
2021	7.31%	7.31%
2020	8.84%	6.80%
2019	7.73%	6.82%
2018	6.84%	6.48%
2017	5.85%	5.16%
2016	6.28%	5.10%
2015	6.30%	5.90%
2014	5.94%	6.60%
2013	5.74%	7.12%
2012	6.52%	6.61%
2011	10.98%	5.54%
2010	10.99%	4.28%
2009	12.20%	4.53%
2008	12.51%	4.90%
2007	5.81%	6.49%
2006	5.60%	6.80%
2005	7.59%	8.47%
2004	7.11%	8.51%
2003	7.37%	8.17%
2002	8.82%	12.51%
2001	9.65%	7.64%
2000	4.33%	4.29%