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BTA: BlackRock Long-Term Muni Advantage (CEF)
Basic Info 14.56 0.19(1.29%) September 17
| Asset Class: | High Yield Muni |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 02/24/2006 |
| Last Dividend Date: | 09/14/2021 |
| 12-Mo. Yield | 4.19% |
| Expenses | - |
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Performance Analytics (As of 09/17/2021)
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.8 | 18.4 | 24.8 | 13.9 | 8.7 | 9.1 | 6.3 | 6.1 | 4.8 | 25.8 | -5.8 | 12.5 | 3.7 | 8.3 | 18.3 | -13.4 | 14.7 | 24.4 | 6.5 | 61.9 | -38.1 | -17.3 | 4.1 |
| SR | NA | 2.42 | 2.36 | 0.72 | 0.52 | 0.67 | NA | 0.35 | 0.17 | 2.3 | -0.75 | 1.54 | 0.29 | 1.12 | 2.44 | -1.02 | 1.25 | 1.76 | 0.48 | 3.27 | -1.17 | -1.76 | 0.15 |
| DD(%) | NA | 5.5 | 5.5 | 31.9 | 31.9 | 31.9 | NA | 56.6 | 31.9 | 6.5 | 8.8 | 4.2 | 16.8 | 6.8 | 5.1 | 23.4 | 7.3 | 7.7 | 17.3 | 9.1 | 50.0 | 21.9 | 13.1 |
| SD(%) | NA | 11.1 | 10.5 | 18.3 | 15.2 | 13.1 | NA | 15.5 | 27.3 | 10.6 | 9.5 | 7.7 | 12.2 | 7.4 | 7.5 | 13.2 | 11.8 | 13.9 | 13.4 | 18.9 | 33.2 | 11.6 | 10.2 |
| TR | NA | 0.21 | 0.21 | 0.1 | 0.06 | 0.07 | NA | 0.04 | 0.03 | 0.19 | -0.08 | 0.1 | 0.02 | 0.07 | 0.24 | -0.09 | 0.17 | 0.31 | 0.07 | 0.45 | -0.2 | -0.13 | 0.03 |
| Alpha(%) | NA | 0.07 | 0.06 | 0.03 | 0.01 | 0.01 | NA | 0.0 | 0.0 | 0.05 | -0.03 | 0.01 | 0.01 | 0.01 | 0.03 | -0.04 | 0.03 | 0.06 | 0.02 | 0.1 | -0.08 | -0.08 | 0.0 |
| Beta(%) | NA | 1.26 | 1.17 | 1.33 | 1.35 | 1.29 | NA | 1.43 | 1.35 | 1.25 | 0.93 | 1.18 | 1.56 | 1.15 | 0.76 | 1.42 | 0.85 | 0.78 | 0.92 | 1.39 | 1.99 | 1.63 | 0.58 |
| RS | NA | 0.05 | 0.04 | 0.15 | 0.16 | 0.13 | NA | 0.12 | 0.19 | 0.07 | 0.04 | 0.14 | 0.15 | 0.12 | 0.04 | 0.16 | 0.03 | 0.02 | 0.05 | 0.08 | 0.17 | 0.15 | 0.02 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/24/2006
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See High Yield Muni Asset Class Trend Rankings |
Top Rated Funds in High Yield Muni
Best Mutual Funds
- THYIX (Transamerica High Yield Muni I) 0.08% (90%)
- NOTIX (DWS Strategic High Yield Tax Free Inst) 0.08% (90%)
- FHYVX (Franklin High Yield Tax-Free Inc Adv) 0.09% (88%)
- DHMBX (Dreyfus High Yield Muni Z) 0.08% (87%)
- WYMHX (Ivy Municipal High Income I) 0.0% (86%)
- GWMEX (Managers AMG GW&K Muni Enhanced Yield I) 0.0% (85%)
- PHIZX (Prudential Municipal Hi-Inc Z) 0.0% (84%)
- SNTIX (Sit Tax-Free Income) 0.0% (83%)
- PRFHX (T. Rowe Price Tax-Free High-Yield) 0.08% (83%)
- SRHMX (Columbia High Yield Municipal Z) 0.09% (82%)
Best ETFs
- HYD (Market Vectors® High-Yield Municipal ETF) 0.0% (29%)
- HYMB (SPDR® Nuveen S&P High Yield Muni Bd ETF) 0.03% (28%)
Best Closed End Funds
- BTA (BlackRock Long-Term Muni Advantage) 1.29% (100%)
- MUA (BlackRock Muniassets) 1.98% (99%)
- CXE (MFS High Income Municipal) 0.19% (98%)
- CMU (MFS High Yield Municipal) 0.0% (97%)
- MFM (MFS Municipal Income) 0.28% (97%)
- OIA (Invesco Municipal Inc Opp I) 0.0% (96%)
- NMZ (Nuveen Muni High Inc Opp Common) 0.33% (95%)
- MAV (Pioneer Muni High Inc Adv Common) 0.42% (94%)
- MHI (Pioneer Municipal High Income Common) 0.32% (93%)
- PMM (Putnam Managed Muni Income Common) 0.35% (92%)
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