BlackRock Energy and Resources Trust (BGR) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in BlackRock Energy and Resources Trust (BGR) ten years ago, at the end of Oct 2016, was worth $27,384 at the end of Oct 2026 with every dividend reinvested: 10.6% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $26,283 reinvested (5.3% a year), or $14,423 taking the dividends as cash, $8,384 of it paid out along the way.
BGR became
$26,283
S&P 500: $72,756
Return a year
5.3%
S&P 500: 11.1%
Payouts reinvested
$16,770
bought more shares
Worst drop
-64.3%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | BGR total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +48.6% | $1,335 | +11.7% |
| 2025 | +17.3% | $1,465 | +17.7% |
| 2024 | +8.1% | $972 | +24.9% |
| 2023 | +5.8% | $851 | +26.2% |
| 2022 | +38.8% | $597 | −18.2% |
| 2021 | +40.4% | $441 | +28.7% |
| 2020 | −34.8% | $569 | +18.3% |
| 2019 | +23.4% | $791 | +31.2% |
| 2018 | −21.2% | $720 | −4.6% |
| 2017 | +5.2% | $679 | +21.7% |
| 2016 | +24.3% | $690 | +12.0% |
| 2015 | −31.7% | $908 | +1.2% |
| 2014 | −7.1% | $1,553 | +13.5% |
| 2013 | +21.8% | $2,016 | +32.3% |
| 2012 | +3.0% | $714 | +16.0% |
| 2011 | −9.1% | $722 | +1.9% |
| 2010 | +19.5% | $628 | +15.1% |
| 2009 | +82.6% | $594 | +26.4% |
| 2008 | −48.3% | $525 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: BGR total return
Data as of · Source: SmarterDividends data
- $10,000 invested in BlackRock Energy and Resources Trust (BGR) at the end of Dec 2007, with dividends reinvested, was worth $26,283 at the end of Oct 2026: 5.3% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, BGR turned $10,000 into $27,384 with dividends reinvested, 10.6% a year.
- Over the 5 years to Oct 2026, BGR returned 21.0% a year with dividends reinvested (S&P 500: 12.0%).
- Taking BGR's dividends as cash instead of reinvesting them, the same $10,000 ended at $14,423, including $8,384 of cash received; reinvesting added $11,860.
- BGR's best calendar year in that time was 2009 (82.6%) and its worst 2008 (-48.3%), with dividends reinvested.
Cite this page
SmarterDividends, "BlackRock Energy and Resources Trust (BGR) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/BGR/total-return
BGR total return questions
If I invested $10,000 in BGR 10 years ago, how much would I have?
About $27,384 at the end of Oct 2026, with every dividend reinvested: 10.6% a year. Taking them as cash, you'd have shares worth $13,742 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is BGR's total return since Dec 2007?
163% in total, or 5.3% a year, through Oct 2026 with dividends reinvested. The share price alone fell 40%.
How much of BGR's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $11,860 better off on a $10,000 start.
What was BGR's worst year?
2008, at -48.3% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -64.3%.
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.