SPE
Price:
$15.32
Market Cap:
$162.75M
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 S&P 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.
Industry
Asset Management
IPO Date
1993-05-28
Stock Exchange
NYSE
Ticker
SPE
According to Special Opportunities Fund, Inc.’s latest financial reports and current stock price. The company's current ROE is 12.87%. This represents a change of 81.79% compared to the average of 7.08% of the last 4 quarters.
The mean historical ROE of Special Opportunities Fund, Inc. over the last ten years is 6.38%. The current 12.87% ROE has changed 101.68% with respect to the historical average. Over the past ten years (40 quarters), SPE's ROE was at its highest in in the June 2021 quarter at 13.40%. The ROE was at its lowest in in the June 2020 quarter at -12.90%.
Average
6.38%
Median
8.96%
Minimum
-11.89%
Maximum
19.38%
Discovering the peaks and valleys of Special Opportunities Fund, Inc. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 207.21%
Maximum Annual ROE = 19.38%
Minimum Annual Increase = -350.36%
Minimum Annual ROE = -11.89%
| Year | ROE | Change |
|---|---|---|
| 2024 | 15.71% | 25.18% |
| 2023 | 12.55% | -205.58% |
| 2022 | -11.89% | -161.32% |
| 2021 | 19.38% | 207.21% |
| 2020 | 6.31% | -58.54% |
| 2019 | 15.22% | -350.36% |
| 2018 | -6.08% | -152.32% |
| 2017 | 11.62% | 109.08% |
| 2016 | 5.56% | -221.85% |
| 2015 | -4.56% | -164.22% |
The current ROE of Special Opportunities Fund, Inc. (SPE) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
5.46%
5-year avg
8.41%
10-year avg
6.38%
Special Opportunities Fund, Inc.’s ROE is less than Nuveen New York Municipal Value Fund (3.77%), less than The Korea Fund, Inc. (7.85%), less than Morgan Stanley Emerging Markets Debt Fund, Inc. (10.66%), less than The China Fund, Inc. (13.33%), less than Credit Suisse Asset Management Income Fund, Inc. (8.62%), less than Virtus Stone Harbor Emerging Markets Income Fund (14.39%), greater than Allspring C&B Large Cap Value Fund (0%), greater than Clipper Fund (0%), less than The New Germany Fund, Inc. (31.66%),
| Company | ROE | Market cap |
|---|---|---|
| 3.77% | $160.72M | |
| 7.85% | $146.85M | |
| 10.66% | $149.64M | |
| 13.33% | $175.47M | |
| 8.62% | $154.33M | |
| 14.39% | $151.49M | |
| 0% | $158.97M | |
| 0% | $158.70M | |
| 31.66% | $177.01M |
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What is the 5-year average ROE for Special Opportunities Fund, Inc. (SPE)?
How does the current ROE for Special Opportunities Fund, Inc. (SPE) compare to its historical average?