Special Opportunities Fund, Inc.

Special Opportunities Fund, Inc.verified

SPE

Price:

$14.66

Market Cap:

$155.81M

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.[Read more]

Industry

Asset Management

IPO Date

1993-05-28

Stock Exchange

NYSE

Ticker

SPE

The Enterprise Value as of December 2024 (TTM) for Special Opportunities Fund, Inc. (SPE) is 155.42M

According to Special Opportunities Fund, Inc.’s latest financial reports and current stock price. The company's current Enterprise Value is 155.42M. This represents a change of 14.00% compared to the average of 136.33M of the last 4 quarters.

Special Opportunities Fund, Inc. (SPE) Historical Enterprise Value (quarterly & annually)

How has SPE Enterprise Value performed in the past?

The mean historical Enterprise Value of Special Opportunities Fund, Inc. over the last ten years is 127.66M. The current 155.42M Enterprise Value has changed 12.07% with respect to the historical average. Over the past ten years (40 quarters), SPE's Enterprise Value was at its highest in in the December 2021 quarter at 196.40M. The Enterprise Value was at its lowest in in the March 2020 quarter at 80.75M.

Quarterly (TTM)
Annual

Average

127.66M

Median

125.56M

Minimum

100.56M

Maximum

156.04M

Special Opportunities Fund, Inc. (SPE) Enterprise Value by Quarter and Year

Discovering the peaks and valleys of Special Opportunities Fund, Inc. Enterprise Value, 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 = 44.62%

Maximum Annual Enterprise Value = 156.04M

Minimum Annual Increase = -15.23%

Minimum Annual Enterprise Value = 100.56M

Quarterly (TTM)
Annual
YearEnterprise ValueChange
2023137.85M0.69%
2022136.91M-5.86%
2021145.43M44.62%
2020100.56M-13.93%
2019116.84M-1.68%
2018118.83M2.67%
2017115.74M-0.35%
2016116.14M-12.20%
2015132.28M-15.23%
2014156.04M26.63%

Special Opportunities Fund, Inc. (SPE) Average Enterprise Value

How has SPE Enterprise Value performed in the past?

The current Enterprise Value of Special Opportunities Fund, Inc. (SPE) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages

3-year avg

140.07M

5-year avg

127.52M

10-year avg

127.66M

Special Opportunities Fund, Inc. (SPE) Enterprise Value vs. Peers

How is SPE’s Enterprise Value compared to its peers?

Special Opportunities Fund, Inc.’s Enterprise Value is less than Ares Dynamic Credit Allocation Fund, Inc. (528.67M), less than Lazard Global Total Return and Income Fund, Inc. (234.89M), greater than Principal Real Estate Income Fund (98.80M), greater than Eaton Vance Tax-Managed Buy-Write Strategy Fund (93.56M), greater than Tortoise Power and Energy Infrastructure Fund, Inc. (143.66M),

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Frequently asked questions❓

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What is the 5-year average Enterprise Value for Special Opportunities Fund, Inc. (SPE)?

How does the current Enterprise Value for Special Opportunities Fund, Inc. (SPE) compare to its historical average?