Blackrock technology and private equity term trust BTX.US AI Analysis
BetaUS StockHealthcare
(No presentation for BTX)
BTX Trend Score
3
24
15
Bullish
Analysis Conclusion
The stock has an excellent trend rating, but with support from a value rating, it could yield even better investment results.
BTX Trend Reference Factors
Exclusive
BTX Trend Strategy Backtest
The following backtest is based on specified rules since 2007. Price chart shows buy/sell time, cumulative returns, and backtesting statistics.
Entry
Exit
The Backtest Result of BTX from 2007-01-01 till Now
- -70.68%
- Cumulative Return
- -9.03%
- Annual Return
- 18.97%
- Volatility
- -0.48
- Sharpe Ratio
Statistics data for entering at or above a Trend score of 4 and exiting at or below a Trend score of 2 from January, 2007 to June, 2025. (Total Trades: 24)
| BTX | Sector | US Overall Market | |
|---|---|---|---|
| Wining Rate | 21% | 28% | 31% |
| Avg Return | -4.3% | 11.4% | 13684.1% |
| Avg Profit | 14.6% | 74% | 44713.8% |
| Avg Loss | -9.3% | -13.2% | -9.1% |
| Avg Risk-Reward Ratio | 157.3% | 559.1% | 493463.1% |