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SPE: Special Opportunities (CEF)
Basic Info 13.07 0.16(1.21%) May 20
| Asset Class: | Financial |
| MyPlanIQ Rating: | (23%) |
| Start Date: | 05/28/1993 |
| Last Dividend Date: | 05/18/2022 |
| 12-Mo. Yield | 7.71% |
| Expenses | - |
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Performance Analytics (As of 05/20/2022)
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.7 | -9.5 | 7.4 | 13.5 | 10.7 | 9.2 | 8.0 | 5.3 | 32.3 | 5.0 | 24.4 | -20.4 | 9.0 | 3.4 | -14.1 | -11.9 | 16.3 | 3.5 | -1.7 | 4.7 | 39.5 | -20.5 | -4.5 | 4.7 | -4.5 | -6.3 | 1.4 | 4.0 | 5.1 | 10.8 | -20.6 | 7.9 | 13.7 | -3.1 | 21.0 | -29.6 | -4.2 |
| SR | NA | -1.46 | 0.52 | 0.5 | 0.47 | 0.52 | NA | 0.26 | 2.6 | 0.11 | 0.14 | -2.67 | -0.93 | -2.52 | -2.44 | -2.34 | -0.14 | -1.25 | -1.49 | -1.52 | 1.86 | -1.63 | -3.2 | -2.63 | -3.82 | -2.7 | -2.2 | -2.01 | -1.73 | -5.57 | 0.37 | 3.84 | -2.83 | -0.06 | -2.62 | -1.18 | -0.5 |
| DD(%) | NA | 11.6 | 11.6 | 46.8 | 46.8 | 46.8 | NA | 46.8 | 5.2 | 46.8 | 3.5 | 27.6 | 8.1 | 9.9 | 18.6 | 13.0 | 10.5 | 8.1 | 12.1 | 11.3 | 7.1 | 35.1 | 10.2 | 6.6 | 9.2 | 14.8 | 10.6 | 8.0 | 5.0 | 4.7 | 21.9 | 7.9 | 5.0 | 11.7 | 7.3 | 35.8 | 8.1 |
| SD(%) | NA | 15.8 | 14.1 | 26.0 | 21.1 | 16.9 | NA | 14.4 | 12.4 | 41.8 | 8.4 | 15.8 | 11.0 | 12.1 | 13.4 | 13.0 | 16.4 | 12.1 | 13.5 | 9.1 | 11.3 | 24.5 | 8.3 | 6.7 | 6.7 | 9.6 | 8.2 | 7.9 | 9.5 | 10.4 | 12.1 | 10.7 | 11.6 | 14.9 | 15.7 | 23.5 | 13.9 |
| TR | NA | -0.82 | 0.29 | 0.25 | 0.2 | 0.19 | NA | 0.18 | 1.58 | 0.08 | 0.04 | -1.07 | -0.55 | -0.84 | -0.81 | -1.08 | -0.05 | -0.49 | -0.8 | -0.84 | 4.81 | -3.9 | 19.13 | -1.41 | -2.61 | -2.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | -0.05 | 0.04 | 0.03 | 0.02 | 0.01 | NA | 0.02 | 0.09 | 0.03 | 0.0 | -0.11 | -0.92 | -0.72 | -1.07 | -0.11 | -0.69 | -0.06 | -0.04 | -0.64 | 0.06 | -0.13 | -0.1 | -0.06 | -0.69 | -0.09 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 0.28 | 0.25 | 0.52 | 0.49 | 0.47 | NA | 0.21 | 0.2 | 0.61 | 0.28 | 0.39 | 0.19 | 0.37 | 0.41 | 0.28 | 0.46 | 0.31 | 0.25 | 0.16 | 0.04 | 0.1 | -0.01 | 0.13 | 0.1 | 0.12 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.2 | 0.15 | 0.41 | 0.39 | 0.37 | NA | 0.11 | 0.1 | 0.51 | 0.26 | 0.23 | 0.05 | 0.3 | 0.26 | 0.07 | 0.15 | 0.18 | 0.39 | 0.2 | 0.05 | 0.08 | 0.0 | 0.04 | 0.03 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/1993
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