BlackRock Mutual Fund Manager Performance Evaluation

XBDJX
 Fund
  

USD 9.49  0.12  1.28%   

The fund shows a Beta (market volatility) of 0.5281, which signifies possible diversification benefits within a given portfolio. Let's try to break down what BlackRock's beta means in this case. As returns on the market increase, BlackRock Enhanced returns are expected to increase less than the market. However, during the bear market, the loss on holding BlackRock Enhanced will be expected to be smaller as well. Although it is important to respect BlackRock Enhanced historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy in foreseeing future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing BlackRock Enhanced technical indicators, you can presently evaluate if the expected return of 0.19% will be sustainable into the future.
  
BlackRock Performance
15 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in BlackRock Enhanced Dividend are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward-looking indicators, BlackRock Enhanced may actually be approaching a critical reversion point that can send shares even higher in January 2023.
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BlackRock Price Channel

BlackRock Enhanced Relative Risk vs. Return Landscape

If you would invest  915.00  in BlackRock Enhanced Dividend on September 6, 2022 and sell it today you would earn a total of  34.00  from holding BlackRock Enhanced Dividend or generate 3.72% return on investment over 90 days. BlackRock Enhanced Dividend is currently producing 0.1868% returns and takes up 0.947% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than BlackRock, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon BlackRock Enhanced is expected to generate 0.04 times more return on investment than the market. However, the company is 23.74 times less risky than the market. It trades about 0.2 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.21 per unit of risk.

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 mutual funds, such as BlackRock Enhanced Dividend, 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 = 0.1973

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Estimated Market Risk
 0.95
  actual daily
 
 8 %
of total potential
 
88
Expected Return
 0.19
  actual daily
 
 3 %
of total potential
 
33
Risk-Adjusted Return
 0.2
  actual daily
 
 15 %
of total potential
 
1515
Based on monthly moving average BlackRock Enhanced is performing at about 15% 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.

About BlackRock Enhanced Performance

To evaluate BlackRock Enhanced Mutual 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 Mutual 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 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.

Things to note about BlackRock Enhanced

Checking the ongoing alerts about BlackRock Enhanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for BlackRock Enhanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Check out Your Current Watchlist. You can also try Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

Complementary Tools for analysis

When running BlackRock Enhanced price analysis, check to measure BlackRock Enhanced's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy BlackRock Enhanced is operating at the current time. Most of BlackRock Enhanced's value examination focuses on studying past and present price action to predict the probability of BlackRock Enhanced's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move BlackRock Enhanced's price. Additionally, you may evaluate how the addition of BlackRock Enhanced to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between BlackRock Enhanced's value and its price as these two are different measures arrived at by different means. Investors typically determine BlackRock Enhanced value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BlackRock Enhanced's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.