Find A Portfolio/Ticker
Comparison Box
BDJ: BlackRock Enhanced Dividend Achievers (CEF)
Basic Info 9.09 0.03(0.33%) January 27
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 08/26/2005 |
| Last Dividend Date: | 01/12/2023 |
| 12-Mo. Yield | 8.10% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/27/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.0 | 2.2 | 23.0 | 15.3 | 11.4 | 11.8 | 9.0 | 7.4 | 14.9 | 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 | 2.57 | 0.91 | 0.53 | 0.45 | 0.62 | NA | 0.3 | 0.57 | 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 | 3.2 | 15.7 | 47.1 | 48.2 | 48.2 | NA | 59.0 | 15.7 | 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 | 12.7 | 23.4 | 27.9 | 23.3 | 18.3 | NA | 22.1 | 23.6 | 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 | 0.43 | 0.23 | 0.16 | 0.12 | 0.13 | NA | 0.08 | 0.14 | 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 | 0.02 | 0.07 | 0.02 | 0.02 | 0.01 | NA | 0.0 | 0.06 | 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 | 0.76 | 0.93 | 0.89 | 0.88 | 0.84 | NA | 0.81 | 0.94 | 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 | 0.71 | 0.57 | 0.63 | 0.63 | 0.62 | NA | 0.56 | 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
Top Rated Funds in LARGE VALUE
Best Mutual Funds
- HFCVX (Hennessy Cornerstone Value) 0.46% (100%)
- TWEIX (American Century Equity Income Inv) 0.22% (100%)
- VEIPX (Vanguard Equity-Income Inv) 0.29% (99%)
- MAVFX (Matrix Advisors Value) 0.51% (99%)
- VWNFX (Vanguard Windsor II Investor) 0.23% (99%)
- SSHFX (Sound Shore) 0.03% (99%)
- DTLVX (Wilshire Large Company Value Invmt) 0.05% (98%)
- FEQIX (Fidelity Equity-Income) 0.36% (98%)
- FSTKX (Federated MDT Stock Svc) 0.14% (98%)
- TRVLX (T. Rowe Price Value) 0.23% (98%)
Best ETFs
- PWV (PowerShares Dynamic Large Cap Value ETF) 0.42% (100%)
- VTV (Vanguard Value ETF) 0.29% (100%)
- PFM (PowerShares Dividend Achievers ETF) 0.24% (99%)
- IVE (iShares S&P 500 Value) 0.21% (99%)
- DIA (SPDR Dow Jones Industrial Average ETF) 0.07% (99%)
- IWD (iShares Russell 1000 Value) 0.08% (98%)
- DTD (WisdomTree Total Dividend ETF) 0.27% (96%)
- DHS (WisdomTree Equity Income ETF) 0.23% (95%)
- CVY (Guggenheim Multi-Asset Income ETF) 0.09% (95%)
- DEF (Guggenheim Defensive Equity ETF) 0.29% (95%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income) 0.50% (97%)
- BDJ (BlackRock Enhanced Dividend Achievers) 0.33% (96%)
- EVT (Eaton Vance Tax Advantaged Dividend Inc) 0.08% (96%)
- GDV (Gabelli Dividend & Income) 0.05% (96%)
- NFJ (NFJ Dividend, Interest & Premium Strat) 0.82% (96%)
- TY (Tri-Continental) 0.15% (96%)
Latest Articles Related to BDJ
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
