Blackstone Strategic Credit 2027 Term Fund (BGB) Total Return Calculator
$10,000 since Sep 2012, with and without reinvesting · data through Oct 2026
$10,000 invested in Blackstone Strategic Credit 2027 Term Fund (BGB) ten years ago, at the end of Oct 2016, was worth $18,241 at the end of Oct 2026 with every dividend reinvested: 6.2% a year, against $41,633 in the S&P 500. Since Sep 2012, $10,000 became $18,421 reinvested (4.4% a year), or $13,882 taking the dividends as cash, $8,296 of it paid out along the way.
BGB became
$18,421
S&P 500: $66,736
Return a year
4.4%
S&P 500: 14.4%
Payouts reinvested
$15,136
bought more shares
Worst drop
-27.7%
S&P 500: -23.9%
$10,000, Sep 2012 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | BGB total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +1.1% | $1,100 | +11.7% |
| 2025 | +4.8% | $1,514 | +17.7% |
| 2024 | +18.6% | $1,533 | +24.9% |
| 2023 | +19.4% | $1,477 | +26.2% |
| 2022 | −16.0% | $885 | −18.2% |
| 2021 | +15.3% | $933 | +28.7% |
| 2020 | −4.7% | $1,077 | +18.3% |
| 2019 | +17.1% | $1,174 | +31.2% |
| 2018 | −5.2% | $1,196 | −4.6% |
| 2017 | +10.8% | $920 | +21.7% |
| 2016 | +26.1% | $922 | +12.0% |
| 2015 | −11.2% | $824 | +1.2% |
| 2014 | −0.3% | $719 | +13.5% |
| 2013 | +3.5% | $744 | +32.3% |
| 2012 (part) | −6.4% | $116 | −0.4% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: BGB total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Blackstone Strategic Credit 2027 Term Fund (BGB) at the end of Sep 2012, with dividends reinvested, was worth $18,421 at the end of Oct 2026: 4.4% a year, against $66,736 (14.4% a year) in the S&P 500.
- Over the 10 years to Oct 2026, BGB turned $10,000 into $18,241 with dividends reinvested, 6.2% a year.
- Over the 5 years to Oct 2026, BGB returned 4.4% a year with dividends reinvested (S&P 500: 12.0%).
- Taking BGB's dividends as cash instead of reinvesting them, the same $10,000 ended at $13,882, including $8,296 of cash received; reinvesting added $4,539.
- BGB's best calendar year in that time was 2016 (26.1%) and its worst 2022 (-16.0%), with dividends reinvested.
Cite this page
SmarterDividends, "Blackstone Strategic Credit 2027 Term Fund (BGB) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/BGB/total-return
BGB total return questions
If I invested $10,000 in BGB 10 years ago, how much would I have?
About $18,241 at the end of Oct 2026, with every dividend reinvested: 6.2% a year. Taking them as cash, you'd have shares worth $7,604 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is BGB's total return since Sep 2012?
84% in total, or 4.4% a year, through Oct 2026 with dividends reinvested. The share price alone fell 44%.
How much of BGB's return came from dividends?
About 100% of its yearly return since Sep 2012. Reinvesting them, rather than taking cash, left you $4,539 better off on a $10,000 start.
What was BGB's worst year?
2022, at -16.0% with dividends reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -27.7%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.