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BDJ: BlackRock Enhanced Dividend Achievers (CEF)
Basic Info 9.54 0.08(0.85%) August 08
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 08/26/2005 |
| Last Dividend Date: | 07/14/2022 |
| 12-Mo. Yield | 8.10% |
| Expenses | - |
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Performance Analytics (As of 08/05/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.7 | 3.1 | 11.7 | 14.3 | 10.6 | 11.5 | 7.3 | 6.8 | 35.0 | -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 | 0.15 | 0.58 | 0.51 | 0.44 | 0.62 | NA | 0.27 | 2.58 | -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 | 10.5 | 10.5 | 48.2 | 48.2 | 48.2 | NA | 59.0 | 7.5 | 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 | 21.4 | 18.9 | 26.4 | 22.1 | 17.7 | NA | 22.0 | 13.5 | 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 | 0.03 | 0.12 | 0.15 | 0.11 | 0.13 | NA | 0.07 | 0.45 | -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 | 0.05 | 0.03 | 0.01 | 0.01 | 0.01 | NA | 0.0 | 0.04 | -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 | 0.96 | 0.94 | 0.88 | 0.87 | 0.84 | NA | 0.81 | 0.78 | 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 | 0.67 | 0.64 | 0.65 | 0.65 | 0.63 | NA | 0.56 | 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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See LARGE VALUE Asset Class Trend Rankings |
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