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BOE: BlackRock Global Opportunities Equity Trust (CEF)
Basic Info 10.08 0.02(0.20%) April 24
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (99%) |
Start Date: | 05/26/2005 |
Last Dividend Date: | 04/12/2024 |
12-Mo. Yield | 7.24% |
Expenses | - |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/26/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.0 | 4.2 | 6.4 | 1.2 | 6.1 | 5.2 | 7.5 | 4.9 | 11.6 | -15.8 | 18.7 | 7.4 | 26.1 | -19.2 | 29.0 | -0.8 | 6.0 | -4.3 | 23.8 | 12.7 | -17.5 | 9.7 | 33.4 | -39.3 | 8.3 | 43.1 | -5.4 |
Sharpe Ratio | NA | 0.28 | 0.11 | -0.13 | 0.21 | 0.24 | NA | 0.17 | 0.59 | -0.89 | 1.69 | 0.21 | 2.6 | -1.43 | 3.46 | -0.07 | 0.46 | -0.34 | 2.29 | 0.88 | -0.66 | 0.38 | 0.99 | -0.75 | 0.26 | 2.53 | -0.7 |
Draw Down(%) | NA | 5.4 | 11.7 | 26.3 | 36.6 | 36.6 | NA | 59.4 | 11.7 | 26.3 | 6.9 | 36.6 | 5.1 | 24.5 | 5.0 | 16.1 | 13.1 | 14.4 | 8.9 | 17.3 | 27.3 | 21.6 | 30.9 | 59.4 | 20.9 | 10.5 | 10.3 |
Standard Deviation(%) | NA | 11.0 | 11.4 | 14.7 | 19.3 | 16.4 | NA | 22.1 | 12.6 | 19.3 | 11.0 | 33.4 | 9.5 | 14.4 | 8.2 | 15.2 | 13.2 | 12.5 | 10.4 | 14.5 | 26.4 | 25.1 | 33.5 | 53.5 | 20.4 | 15.8 | 16.2 |
Treynor Ratio | NA | 0.04 | 0.02 | -0.02 | 0.05 | 0.05 | NA | 0.05 | 0.1 | -0.22 | 0.35 | 0.07 | 0.39 | -0.25 | 0.4 | -0.01 | 0.09 | -0.06 | 0.36 | 0.2 | -0.21 | 0.12 | 0.4 | -0.45 | 0.08 | 0.75 | 3.8 |
Alpha | NA | 0.02 | 0.0 | 0.0 | 0.01 | 0.01 | NA | 0.01 | 0.0 | -0.01 | 0.05 | -0.01 | 0.04 | -0.03 | 0.03 | -0.02 | 0.04 | 0.0 | 0.05 | 0.01 | -0.02 | 0.01 | 0.02 | 0.03 | -0.01 | 0.09 | -0.04 |
Beta | NA | 0.83 | 0.76 | 0.75 | 0.87 | 0.82 | NA | 0.81 | 0.77 | 0.78 | 0.53 | 1.01 | 0.63 | 0.81 | 0.72 | 0.73 | 0.66 | 0.76 | 0.67 | 0.63 | 0.83 | 0.8 | 0.83 | 0.89 | 0.71 | 0.53 | -0.03 |
RSquared | NA | 0.59 | 0.59 | 0.6 | 0.68 | 0.64 | NA | 0.53 | 0.56 | 0.68 | 0.36 | 0.78 | 0.48 | 0.58 | 0.39 | 0.65 | 0.6 | 0.43 | 0.62 | 0.49 | 0.67 | 0.46 | 0.53 | 0.52 | 0.42 | 0.23 | 0.0 |
Yield(%) | N/A | 2.4 | 7.1 | 6.0 | 6.7 | 6.9 | 9.0 | N/A | 7.5 | 5.8 | 6.7 | 6.5 | 7.5 | 6.6 | 19.7 | 8.5 | 9.1 | 8.3 | 9.2 | 12.6 | 12.2 | 11.9 | 13.7 | 8.0 | 7.7 | 9.7 | 4.6 |
Dividend Growth(%) | N/A | -66.7 | 0.0 | -1.8 | -45.4 | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 0.0 | -14.3 | -63.6 | 113.9 | -10.0 | -2.4 | -0.8 | -27.1 | -25.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2005
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