Blackrock Enhanced Equity Fund Manager Performance Evaluation
| BDJ Fund | USD 8.04 0.02 0.25% |
The fund shows a Beta (market volatility) of 0.83, 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 newest stock price chaos, may contribute to medium-term losses for the stakeholders.
...more1 | BlackRock Enhanced Equity Dividend Trust Shares Purchased by Janney Montgomery Scott LLC - AmericanBankingNEWS | 02/16/2024 |
2 | BlackRock Enhanced Equity Dividend Trust Shares Sold by Perigon Wealth Management LLC - Defense World | 04/19/2024 |
| Expense Ratio | 0.8600 |
Blackrock |
Blackrock Enhanced Relative Risk vs. Return Landscape
If you would invest 764.00 in Blackrock Enhanced Equity on January 26, 2024 and sell it today you would earn a total of 40.00 from holding Blackrock Enhanced Equity or generate 5.24% return on investment over 90 days. Blackrock Enhanced Equity is generating 0.0845% of daily returns assuming volatility of 0.6625% on return distribution over 90 days investment horizon. In other words, 5% 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 $8.02 per share. The current price of the fund is $8.04. 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.
Our valuation method for Blackrock Enhanced Equity is useful when determining the fair value of the Blackrock fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Blackrock Enhanced. Since Blackrock Enhanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackrock Fund. However, Blackrock Enhanced's intrinsic value may or may not be the same as its current market price, 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 8.04 | Real 8.02 | Hype 8.04 | Naive 8.08 |
The real value of Blackrock Fund, also known as its intrinsic value, is the underlying worth of Blackrock Enhanced Equity Fund, which is reflected in its stock price. It is based on Blackrock Enhanced's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Blackrock Enhanced's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Blackrock Enhanced's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
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 = 0.1276
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Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 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
To evaluate Blackrock Enhanced Equity Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Blackrock Enhanced generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Blackrock Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Blackrock Enhanced Equity market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Blackrock's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
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. BlackRock Enhanced Equity Dividend Trust was formed on August 31, 2005 and is domiciled in the United States. Blackrock Enhanced is traded on New York Stock Exchange 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.| Latest headline from news.google.com: BlackRock Enhanced Equity Dividend Trust Shares Sold by Perigon Wealth Management LLC - Defense World |
- 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.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Blackrock Enhanced Equity. Also, note that the market value of any fund could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment. Note that the Blackrock Enhanced Equity information on this page should be used as a complementary analysis to other Blackrock Enhanced's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.