BlackRock Limited Duration Income Trust Strategic Asset Allocation Index

Latest as of December 2025: 153.4%

BlackRock Limited Duration Income Trust strategic asset allocation index. BlackRock Limited Duration Income Trust (BLW) has a Strategic Asset Allocation Index of 153.4% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $833.58 Million) total $833.58 Million, measured against net assets of $543.32 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See BlackRock Limited Duration Income Trust (BLW) balance sheet quality index to measure how much of total assets are equity-financed.

SAAI

153.4%
Strategic Assets / Net Assets

Strategic Assets

$833.58 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$543.32 Million
USD

Strategic Asset Allocation Index of BlackRock Limited Duration Income Trust (2006–2025)

Strategic asset allocation index of BlackRock Limited Duration Income Trust from 2006 to 2025. This chart shows how BlackRock Limited Duration Income Trust's Strategic Asset Allocation Index has evolved across 17 annual periods from 2006 to 2025. As of December 2025, the index stands at 153.4%, representing strategic assets of $833.58 Million against net assets of $543.32 Million USD. Check BlackRock Limited Duration Income Trust tangible net worth ratio to evaluate the tangible quality of the company's equity base.

BlackRock Limited Duration Income Trust Strategic Asset Allocation Index by Year (2006–2025)

BlackRock Limited Duration Income Trust strategic asset allocation index by year from 2006 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for BlackRock Limited Duration Income Trust from 2006 to 2025, covering 17 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see BlackRock Limited Duration Income Trust market cap and net worth.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 153.4% $833.58 Million $- $833.58 Million $543.32 Million ▼ -12.0 pp
2024 165.4% $850.72 Million $- $850.72 Million $514.29 Million ▲ +7.4 pp
2023 158.0% $796.07 Million $- $796.07 Million $503.77 Million ▼ -2.1 pp
2022 160.1% $772.71 Million $- $772.71 Million $482.59 Million ▲ +0.1 pp
2021 160.0% $939.52 Million $- $939.52 Million $587.15 Million ▲ +13.9 pp
2020 146.1% $882.38 Million $- $882.38 Million $603.93 Million ▲ +12.0 pp
2019 134.2% $818.66 Million $- $818.66 Million $610.25 Million ▲ +0.2 pp
2019 133.9% $817.29 Million $- $817.29 Million $610.25 Million ▼ -3.8 pp
2018 137.7% $842.98 Million $- $842.98 Million $612.05 Million ▲ +137.7 pp
2017 0.0% $0.00 $0.00 $- $629.73 Million ▼ -140.7 pp
2017 140.7% $885.79 Million $- $885.79 Million $629.73 Million ▼ -1.8 pp
2016 142.5% $887.97 Million $0.00 $887.97 Million $623.22 Million ▲ +2.4 pp
2015 140.1% $883.24 Million $- $883.24 Million $630.39 Million ▼ -1.5 pp
2014 141.6% $948.12 Million $- $948.12 Million $669.38 Million ▲ +141.1 pp
2008 0.6% $792.14 Million $- $792.14 Million $141.63 Billion ▼ -0.2 pp
2007 0.8% $916.54 Million $- $916.54 Million $113.60 Billion ▼ -0.1 pp
2006 0.9% $1.04 Billion $- $1.04 Billion $119.78 Billion —
pp = percentage points