(BALI) Blackrock Advantage Large - Overview
ETF Category: Derivative Income | Exchange BATS (USA) | Currency USD | Market Cap: 830m | Total Return 14.3% in 12m
Etf: Stocks, Options, Income
Total Rating 46
Risk 42
Buy Signal -0.79
| Risk 5d forecast | |
|---|---|
| Volatility | 19.1% |
| Relative Tail Risk | 4.84% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.67 |
| Alpha | 1.39 |
| Character TTM | |
|---|---|
| Beta | 0.848 |
| Beta Downside | 0.901 |
| Drawdowns 3y | |
|---|---|
| Max DD | 16.65% |
| CAGR/Max DD | 1.06 |
Description: BALI Blackrock Advantage Large March 04, 2026
BALI invests at least 80% of its assets in large-cap U.S. equities and options for income. Large-cap companies typically have market capitalizations exceeding $10 billion and are often established market leaders. The funds strategy involves selling options to generate premium income, a common tactic in derivative income funds.
BALI is a non-diversified fund, meaning it can concentrate investments in a smaller number of securities. This can lead to higher volatility compared to diversified funds. Investors can find detailed performance metrics and risk assessments on platforms like ValueRay to inform their investment decisions.
Headlines to watch out for
- Large-cap equity market performance dictates fund returns
- Option premium income generation impacts profitability
- Interest rate fluctuations influence option valuation
- Regulatory changes to derivatives markets create risk
What is the price of BALI shares?
As of March 27, 2026, the stock is trading at USD 30.52 with a total of 101,066 shares traded.
Over the past week, the price has changed by -1.90%, over one month by -4.84%, over three months by -3.44% and over the past year by +14.33%.
Over the past week, the price has changed by -1.90%, over one month by -4.84%, over three months by -3.44% and over the past year by +14.33%.
Is BALI a buy, sell or hold?
Blackrock Advantage Large has no consensus analysts rating.
What are the forecasts/targets for the BALI price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |