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BST (BlackRock Science and Technology Trust) 3-Year Sharpe Ratio : -0.07 (As of Jul. 04, 2025)


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What is BlackRock Science and Technology Trust 3-Year Sharpe Ratio?

The 3-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past three years. As of today (2025-07-04), BlackRock Science and Technology Trust's 3-Year Sharpe Ratio is -0.07.

Competitive Comparison of BlackRock Science and Technology Trust's 3-Year Sharpe Ratio

For the Asset Management subindustry, BlackRock Science and Technology Trust's 3-Year Sharpe Ratio, along with its competitors' market caps and 3-Year Sharpe Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

BlackRock Science and Technology Trust's 3-Year Sharpe Ratio Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, BlackRock Science and Technology Trust's 3-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where BlackRock Science and Technology Trust's 3-Year Sharpe Ratio falls into.


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BlackRock Science and Technology Trust 3-Year Sharpe Ratio Calculation

The 3-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset in the last three years. A stock / portfolio's 3-Year Sharpe Ratio can be calculated by dividing the difference between the three-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the investment returns over the past three years.

BlackRock Science and Technology Trust  (NYSE:BST) 3-Year Sharpe Ratio Explanation

The 3-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past three years. It is calculated as the annualized result of the average three-year monthly excess returns divided by its standard deviation in the three-year period. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.

The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.

BlackRock Science and Technology Trust 3-Year Sharpe Ratio Related Terms

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BlackRock Science and Technology Trust Business Description

Industry
GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » BlackRock Science and Technology Trust (NYSE:BST) » Definitions » 3-Year Sharpe Ratio
Comparable Companies
GAM GSBD CET QQQX EOS VRTS AAMI DSL BTT PSEC BLK KKR BX TSX:BN OSTO:INVE A TSX:BAM APO LSE:III AMP OSTO:EQT
Traded in Other Exchanges
N/A
Address
100 Bellevue Parkway, Wilmington, DE, USA, 19809
Website
https://www.blackrock.com
BlackRock Science and Technology Trust is a closed-end management investment company. Its investment objective is to provide income and total return through a combination of current income, current gains, and long-term capital appreciation. It focuses on investing, under a normal market condition in equity securities of science and technology companies.
Executives
Tony Kim other: Portfolio Manager 55 EAST 52ND STREET, NEW YORK NY 10055
Stayce D. Harris director 1999 S. BASCOM AVE., SUITE 700, CAMPBELL CA 95008
Arthur Philip Steinmetz director 50 HUDSON YARDS, NEW YORK NY 10001
Aaron David Wasserman officer: Chief Compliance Officer 50 HUDSON YARDS, NEW YORK NY 10001
Caroline Elizabeth Tall other: Portfolio Manager 60 STATE STREET, 19TH/20TH FLOOR, BOSTON MA 02109
Lorenzo Flores director 2100 LOGIC DRIVE, SAN JOSE CA 95124
Richard Cavanagh director 100 BELLEVUE PARKWAY, WILMINGTON DE 19809
Michael J Castellano director C/O LAZARD LLC, 30 ROCKEFELLER PLAZA, NEW YORK NY 10020
W Carl Kester director 100 BELLEVUE PARKWAY, WILMINGTON DE 19809
James Phillip Holloman director P.O. BOX 625737, 6800 CINTAS BOULEVARD, CINCINNATI OH 45262
Trent Walker officer: Chief Financial Officer C/O PIMCO, 650 NEWPORT CENTER DRIVE, NEWPORT BEACH CA 92660
Steven Reid Menge other: Portfolio Manager 55 EAST 52ND STREET, NEW YORK NY 10055
Kyle Mcclements other: Portfolio Manager 100 BELLEVUE PARKWAY, WILMINGTON DE 19809
Christopher Accettella other: Portfolio Manager 100 BELLEVUE PARKWAY, WILMINGTON DE 19809
Henry Gabbay director 100 BELLEVUE PARKWAY, WILMINGTON DE 19809