Special Opportunities Financials
| SPE Fund | USD 15.35 0.07 0.45% |
Special |
Please note that past performance is not an indicator of the future performance of Special Opportunities, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future.
Special Opportunities Fund Summary
Special Opportunities competes with Ares Dynamic, Lazard Global, Principal Real, and Tortoise Power. Special Opportunities Fund, Inc. is a close-ended balanced fund of funds launched and managed by Bulldog Investors, LLC. It invests in close-ended funds investing in public equity and fixed income markets. The fund employs a combination of value, opportunistic and special situations strategies to make its investments. It benchmarks the performance of its portfolio against the SP 500 Index. The fund was previously known as Insured Municipal Income Fund, Inc. Special Opportunities Fund, Inc. was formed on February 18, 1993 and is domiciled in the United States.Specialization | null, Tactical Allocation |
| Instrument | USA Fund View All |
| Exchange | New York Stock Exchange |
| ISIN | US84741T1043 |
| CUSIP | 84741T104 45809F104 |
| Location | Wisconsin; U.S.A |
| Business Address | Suite 3200, 500 |
| Fund Family | Financial Services |
| Fund Category | Asset Management |
| Benchmark | Dow Jones Industrial |
| Website | www.spartanenergy.ca |
| Phone | 403 355 2779 |
| Currency | USD - US Dollar |
Special Opportunities Key Financial Ratios
Special Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Special Opportunities's current stock value. Our valuation model uses many indicators to compare Special Opportunities value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Special Opportunities competition to find correlations between indicators driving Special Opportunities's intrinsic value. More Info.Special Opportunities Closed is rated second largest fund in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.07 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Special Opportunities Closed is roughly 13.49 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Special Opportunities by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Special Opportunities Systematic Risk
Special Opportunities' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Special Opportunities volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-eight with a total number of output elements of thirty-three. The Beta measures systematic risk based on how returns on Special Opportunities correlated with the market. If Beta is less than 0 Special Opportunities generally moves in the opposite direction as compared to the market. If Special Opportunities Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Special Opportunities is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Special Opportunities is generally in the same direction as the market. If Beta > 1 Special Opportunities moves generally in the same direction as, but more than the movement of the benchmark.
Special Opportunities December 3, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Special Opportunities help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Special Opportunities Closed. We use our internally-developed statistical techniques to arrive at the intrinsic value of Special Opportunities Closed based on widely used predictive technical indicators. In general, we focus on analyzing Special Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Special Opportunities's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6257 | |||
| Information Ratio | 0.1096 | |||
| Maximum Drawdown | 3.92 | |||
| Value At Risk | (0.93) | |||
| Potential Upside | 1.48 |
Other Information on Investing in Special Fund
Special Opportunities financial ratios help investors to determine whether Special Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Special with respect to the benefits of owning Special Opportunities security.
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