BlackRock Floating Rate Income Trust (BGT) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in BlackRock Floating Rate Income Trust (BGT) ten years ago, at the end of Oct 2016, was worth $16,998 at the end of Oct 2026 with every dividend reinvested: 5.4% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $29,494 reinvested (5.9% a year), or $18,607 taking the dividends as cash, $12,327 of it paid out along the way.
BGT became
$29,494
S&P 500: $72,756
Return a year
5.9%
S&P 500: 11.1%
Payouts reinvested
$28,940
bought more shares
Worst drop
-45.2%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | BGT total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −2.3% | $3,377 | +11.7% |
| 2025 | −0.9% | $3,612 | +17.7% |
| 2024 | +16.1% | $3,214 | +24.9% |
| 2023 | +26.2% | $2,570 | +26.2% |
| 2022 | −16.5% | $1,394 | −18.2% |
| 2021 | +25.9% | $1,351 | +28.7% |
| 2020 | −0.7% | $1,442 | +18.3% |
| 2019 | +18.8% | $1,224 | +31.2% |
| 2018 | −11.9% | $1,096 | −4.6% |
| 2017 | +3.9% | $940 | +21.7% |
| 2016 | +19.4% | $983 | +12.0% |
| 2015 | +3.2% | $913 | +1.2% |
| 2014 | −2.2% | $937 | +13.5% |
| 2013 | −1.4% | $959 | +32.3% |
| 2012 | +20.0% | $1,036 | +16.0% |
| 2011 | −12.0% | $1,004 | +1.9% |
| 2010 | +26.9% | $879 | +15.1% |
| 2009 | +93.0% | $778 | +26.4% |
| 2008 | −40.5% | $1,228 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: BGT total return
Data as of · Source: SmarterDividends data
- $10,000 invested in BlackRock Floating Rate Income Trust (BGT) at the end of Dec 2007, with dividends reinvested, was worth $29,494 at the end of Oct 2026: 5.9% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, BGT turned $10,000 into $16,998 with dividends reinvested, 5.4% a year.
- Over the 5 years to Oct 2026, BGT returned 4.3% a year with dividends reinvested (S&P 500: 12.0%).
- Taking BGT's dividends as cash instead of reinvesting them, the same $10,000 ended at $18,607, including $12,327 of cash received; reinvesting added $10,887.
- BGT's best calendar year in that time was 2009 (93.0%) and its worst 2008 (-40.5%), with dividends reinvested.
Cite this page
SmarterDividends, "BlackRock Floating Rate Income Trust (BGT) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/BGT/total-return
BGT total return questions
If I invested $10,000 in BGT 10 years ago, how much would I have?
About $16,998 at the end of Oct 2026, with every dividend reinvested: 5.4% a year. Taking them as cash, you'd have shares worth $7,297 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is BGT's total return since Dec 2007?
195% in total, or 5.9% a year, through Oct 2026 with dividends reinvested. The share price alone fell 37%.
How much of BGT's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $10,887 better off on a $10,000 start.
What was BGT's worst year?
2008, at -40.5% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -45.2%.
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.