Special Opportunities Fund, Inc.

Special Opportunities Fund, Inc.verified

SPE

Price:

$13.795

Market Cap:

$148.34M

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 September 2024 (TTM) for Special Opportunities Fund, Inc. (SPE) is 11.86%

According to Special Opportunities Fund, Inc.’s latest financial reports and current stock price. The company's current ROE is 11.86%. This represents a change of 300.14% compared to the average of 2.96% 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 11.86% ROE has changed 114.84% 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. (25.15%), 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%),

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