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BDJ: BlackRock Enhanced Dividend Achievers (CEF)
Basic Info 8.98 0.12(1.35%) March 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (46%) |
| Start Date: | 08/26/2005 |
| Last Dividend Date: | 02/12/2021 |
| 12-Mo. Yield | 6.87% |
| Expenses | - |
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Performance Analytics (As of 03/05/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.9 | 7.2 | 14.1 | 6.9 | 11.4 | 8.4 | 6.0 | 5.6 | -7.7 | 36.8 | -10.4 | 20.8 | 15.3 | 0.7 | 10.9 | 19.0 | 11.1 | -10.2 | 10.8 | 22.4 | -17.7 | -18.5 | 31.2 | -12.8 |
| SR | NA | 4.32 | 0.36 | 0.24 | 0.51 | 0.45 | NA | 0.22 | -0.2 | 3.24 | -0.74 | 2.43 | 1.08 | 0.05 | 0.99 | 1.75 | 0.97 | -0.45 | 0.53 | 0.61 | -0.4 | -1.19 | 2.17 | -1.93 |
| DD(%) | NA | 4.6 | 40.3 | 48.2 | 48.2 | 48.2 | NA | 59.0 | 48.2 | 4.8 | 22.5 | 3.9 | 12.7 | 12.3 | 6.8 | 6.9 | 9.1 | 25.4 | 13.4 | 42.7 | 43.6 | 24.3 | 6.5 | 17.8 |
| SD(%) | NA | 11.7 | 38.8 | 25.3 | 20.8 | 18.0 | NA | 22.4 | 39.8 | 10.9 | 15.8 | 8.3 | 14.0 | 12.4 | 11.1 | 10.8 | 11.4 | 22.6 | 20.2 | 36.5 | 46.4 | 18.1 | 12.9 | 18.4 |
| TR | NA | 0.82 | 0.16 | 0.07 | 0.12 | 0.1 | NA | 0.06 | -0.09 | 0.52 | -0.14 | 0.31 | 0.17 | 0.01 | 0.14 | 0.24 | 0.16 | -0.13 | 0.14 | 0.27 | -0.23 | -0.31 | 0.59 | -3.2 |
| Alpha(%) | NA | 0.06 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.03 | 0.06 | -0.03 | 0.03 | 0.0 | 0.01 | 0.0 | -0.02 | 0.0 | -0.04 | 0.0 | 0.03 | 0.08 | -0.08 | 0.07 | -0.17 |
| Beta(%) | NA | 0.62 | 0.89 | 0.86 | 0.86 | 0.81 | NA | 0.8 | 0.9 | 0.68 | 0.84 | 0.66 | 0.87 | 0.61 | 0.79 | 0.8 | 0.7 | 0.78 | 0.76 | 0.82 | 0.82 | 0.69 | 0.47 | 0.11 |
| RS | NA | 0.73 | 0.65 | 0.65 | 0.65 | 0.64 | NA | 0.56 | 0.67 | 0.51 | 0.7 | 0.31 | 0.68 | 0.58 | 0.6 | 0.68 | 0.61 | 0.67 | 0.48 | 0.51 | 0.59 | 0.41 | 0.12 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/26/2005
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
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- BDJ (BlackRock Enhanced Dividend Achievers) 1.35% (46%)
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