Blackrock Enhanced Equity Fund Manager Performance Evaluation
| BDJ Fund | USD 8.97 0.06 0.67% |
The fund shows a Beta (market volatility) of 0.5, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Blackrock Enhanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Blackrock Enhanced is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Blackrock Enhanced Equity are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. Even with relatively steady fundamental indicators, Blackrock Enhanced is not utilizing all of its potentials. The new stock price chaos, may contribute to medium-term losses for the stakeholders.
...more1 | BDJ Positive Outlook With Reliable Distributions - Seeking Alpha | 10/01/2024 |
| Expense Ratio | 0.8600 |
Blackrock |
Blackrock Enhanced Relative Risk vs. Return Landscape
If you would invest 846.00 in Blackrock Enhanced Equity on August 30, 2024 and sell it today you would earn a total of 51.00 from holding Blackrock Enhanced Equity or generate 6.03% return on investment over 90 days. Blackrock Enhanced Equity is generating 0.0946% of daily returns assuming volatility of 0.7984% on return distribution over 90 days investment horizon. In other words, 7% of funds are less volatile than Blackrock, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Blackrock Enhanced Current Valuation
Fairly Valued
Today
Please note that Blackrock Enhanced's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Blackrock Enhanced Equity shows a prevailing Real Value of $8.89 per share. The current price of the fund is $8.97. We determine the value of Blackrock Enhanced Equity from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued funds and dropping overvalued funds since, at some point, fund prices and their ongoing real values will blend.
Blackrock Enhanced's intrinsic value may or may not be the same as its current market price of 8.97, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 8.97 | Real 8.89 | Hype 8.97 |
The intrinsic value of Blackrock Enhanced's stock can be calculated using various methods such as discounted cash flow or dividend analysis. That value may differ from its market price, which is determined by factors such as investor sentiment, market trends, headlines, and other external factors that may influence Blackrock Enhanced's stock price.
Estimating the potential upside or downside of Blackrock Enhanced Equity helps investors to forecast how Blackrock fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Blackrock Enhanced more accurately as focusing exclusively on Blackrock Enhanced's fundamentals will not take into account other important factors: Blackrock Enhanced Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackrock Enhanced's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Blackrock Enhanced Equity, and traders can use it to determine the average amount a Blackrock Enhanced's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1186
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| Cash | BDJ | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Blackrock Enhanced is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Blackrock Enhanced by adding it to a well-diversified portfolio.
Blackrock Enhanced Fundamentals Growth
Blackrock Fund prices reflect investors' perceptions of the future prospects and financial health of Blackrock Enhanced, and Blackrock Enhanced fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Blackrock Fund performance.
| Return On Equity | -4.73 | ||||
| Return On Asset | 0.96 | ||||
| Profit Margin | (194.98) % | ||||
| Operating Margin | 64.27 % | ||||
| Current Valuation | 1.62 B | ||||
| Shares Outstanding | 186 M | ||||
| Price To Earning | 5.34 X | ||||
| Price To Book | 0.99 X | ||||
| Price To Sales | 39.19 X | ||||
| Revenue | 44.05 M | ||||
| Cash And Equivalents | 1.38 M | ||||
| Cash Per Share | 0.01 X | ||||
| Total Debt | 66.28 K | ||||
| Book Value Per Share | 9.35 X | ||||
| Cash Flow From Operations | 167.36 M | ||||
| Earnings Per Share | (0.10) X | ||||
| Total Asset | 700.99 M | ||||
| Retained Earnings | (287.66 M) | ||||
About Blackrock Enhanced Performance
By evaluating Blackrock Enhanced's fundamental ratios, stakeholders can gain valuable insights into Blackrock Enhanced's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Blackrock Enhanced has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Blackrock Enhanced has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
BlackRock Enhanced Equity Dividend Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is managed by BlackRock Advisors, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in dividend paying stocks of companies across all market capitalizations. The fund also invests through derivatives, with an emphasis on option writing. It benchmarks the performance of its portfolio against the Russell 1000 Value Index. The fund was formerly known as BlackRock Enhanced Dividend Achievers TM Trust. BlackRock Enhanced Equity Dividend Trust was formed on August 31, 2005 and is domiciled in the United States.Things to note about Blackrock Enhanced Equity performance evaluation
Checking the ongoing alerts about Blackrock Enhanced for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Blackrock Enhanced Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Blackrock Enhanced's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Blackrock Enhanced's fund performance include:- Analyzing Blackrock Enhanced's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Blackrock Enhanced's stock is overvalued or undervalued compared to its peers.
- Examining Blackrock Enhanced's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Blackrock Enhanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackrock Enhanced's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Blackrock Enhanced's fund. These opinions can provide insight into Blackrock Enhanced's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blackrock Fund
Blackrock Enhanced financial ratios help investors to determine whether Blackrock 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 Blackrock with respect to the benefits of owning Blackrock Enhanced security.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |