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 ROE as of December 2024 (TTM) for Special Opportunities Fund, Inc. (SPE) is 15.48%

According to Special Opportunities Fund, Inc.’s latest financial reports and current stock price. The company's current ROE is 15.48%. This represents a change of 301.31% compared to the average of 3.86% of the last 4 quarters.

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

How has SPE ROE performed in the past?

The mean historical ROE of Special Opportunities Fund, Inc. over the last ten years is 5.52%. The current 15.48% ROE has changed 180.45% with respect to the historical average. Over the past ten years (40 quarters), SPE's ROE was at its highest in in the December 2020 quarter at 8.20%. The ROE was at its lowest in in the June 2020 quarter at -6.45%.

Quarterly (TTM)
Annual

Average

5.52%

Median

6.71%

Minimum

-11.89%

Maximum

19.38%

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

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%

Quarterly (TTM)
Annual
YearROEChange
202312.55%-205.58%
2022-11.89%-161.32%
202119.38%207.21%
20206.31%-58.54%
201915.22%-350.36%
2018-6.08%-152.32%
201711.62%109.08%
20165.56%-221.85%
2015-4.56%-164.22%
20147.10%-54.33%

Special Opportunities Fund, Inc. (SPE) Average ROE

How has SPE ROE performed in the past?

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

6.68%

5-year avg

8.31%

10-year avg

5.52%

Special Opportunities Fund, Inc. (SPE) ROE vs. Peers

How is SPE’s ROE compared to its peers?

Special Opportunities Fund, Inc.’s ROE is less than Ares Dynamic Credit Allocation Fund, Inc. (15.84%), less than Lazard Global Total Return and Income Fund, Inc. (13.19%), less than Principal Real Estate Income Fund (9.43%), greater than Eaton Vance Tax-Managed Buy-Write Strategy Fund (-20.45%), less than Tortoise Power and Energy Infrastructure Fund, Inc. (23.97%),

Build a custom stock screener for Special Opportunities Fund, Inc. (SPE) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Special Opportunities Fund, Inc. using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Custom stock screener in Wisesheets

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

Special Opportunities Fund, Inc. (SPE) and other stocks custom spreadsheet templates

The easiest way to analyze a company like Special Opportunities Fund, Inc. or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Custom stock templates in Wisesheets

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.

Frequently asked questions❓

What is the ROE?

How can you use the ROE?

What is Special Opportunities Fund, Inc.'s ROE?

How is the ROE calculated for Special Opportunities Fund, Inc. (SPE)?

What is the highest ROE for Special Opportunities Fund, Inc. (SPE)?

What is the 3-year average ROE for Special Opportunities Fund, Inc. (SPE)?

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?