What if you'd held BGT?
A $1,000 investment in BlackRock Floating Rate Income Trust (BGT) at the month-end close of 2004-08 would be worth $3,214 at the close of 2026-08 — +221.4% total return, dividends reinvested. The same $1,000 in the S&P 500 would be worth $6,980.
Your scenario
Result
If you'd bought $1,000 at the start of each year
Value of $1,000 invested on January 1 of each year, held to 2026-08, dividends included.
Every year, $1,000 from 2004
| Year | Value of $1,000 | Year return |
|---|---|---|
| 2004 | $1,000 | — |
| 2005 | $988 | -1.2% |
| 2006 | $1,198 | +21.2% |
| 2007 | $1,065 | -11.1% |
| 2008 | $636 | -40.3% |
| 2009 | $1,225 | +92.7% |
| 2010 | $1,556 | +27.0% |
| 2011 | $1,367 | -12.1% |
| 2012 | $1,636 | +19.6% |
| 2013 | $1,611 | -1.5% |
| 2014 | $1,580 | -1.9% |
| 2015 | $1,630 | +3.1% |
| 2016 | $1,944 | +19.3% |
| 2017 | $2,019 | +3.8% |
| 2018 | $1,778 | -11.9% |
| 2019 | $2,114 | +18.9% |
| 2020 | $2,099 | -0.7% |
| 2021 | $2,642 | +25.9% |
| 2022 | $2,204 | -16.6% |
| 2023 | $2,784 | +26.3% |
| 2024 | $3,231 | +16.1% |
| 2025 | $3,204 | -0.9% |
| 2026 | $3,383 | +5.6% |
Best and worst month-end to buy
The best single month-end close to have bought BGT was 2008-11 ($1.95): $1,000 then is $5,621 today. The worst was 2025-07 ($11.02): $1,000 then is $995.
FAQ
What would $1,000 in BGT be worth today?
A $1,000 investment in BlackRock Floating Rate Income Trust (BGT) at the start of 2004 would be worth about $3,214 today, a total return of +221.4%. Dividends are reinvested in these figures.
What were the best and worst years for BGT?
BlackRock Floating Rate Income Trust (BGT)'s strongest calendar year since 2004 was 2009, a +92.7% return — $1,000 held through that year became about $1,927 by year-end. Its weakest year was 2008, at -40.3%.
Does the calculator include dividends and splits?
Yes where available. Prices are adjusted for both stock splits and reinvested dividends (total return), the same measure brokerages use.
How much would $100 per month in BGT have grown?
Investing $100 at the end of every month since 2004-08 would have grown to about $57,049 on $26,500 invested.
Did BGT beat the S&P 500?
Over the same period, $1,000 in the S&P 500 index would be worth $6,980. BGT trailed the S&P 500 by +54.0% in total return.
Is this investment advice?
No. Wall Street Regrets is an entertainment and education tool. Every number is a historical calculation, not a prediction, and past performance never guarantees future results.
Methodology
BlackRock Floating Rate Income Trust (BGT) historical total-return data from 2004-08 to 2026-08, reduced to month-end closes for the tables above.
Returns use adjusted close prices from Yahoo Finance historical data — adjusted for stock splits and reinvested dividends — the same convention used by major brokerages. A "year" scenario invests $1,000 at the prior December's month-end close and values it at the latest available month-end close. Non-USD amounts are converted at historical month-end exchange rates (Yahoo Finance): to USD on the buy date and back to your currency at the latest rate, so the return reflects the currency move as well as the asset.
Month-end resolution means intra-month extremes are not captured in tables; the calculator uses exact trading-day closes where daily data is available. Figures ignore taxes, fees, and the currency effects of non-USD listings. History is not a forecast. Wall Street Regrets is entertainment, not investment advice.
What if you'd held…
Data: adjusted close prices via Yahoo Finance. As of 2026-08. Not financial advice.