BALI Performance & Benchmarks - 11.5% in 12m
The Total Return for 3m is 8.4%, for 6m 2.5% and YTD 3.7%. Compare with Peer-Group: Derivative Income
Performance Rating
52.24%
#26 in Peer-Group
Rel. Strength
60.30%
#3052 in Stock-Universe
Total Return 12m
11.48%
#55 in Peer-Group
Total Return 5y
39.04%
#35 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 30.74 USD |
| 52 Week Low | 24.90 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 16.37 |
| Buy/Sell Signal +-5 | -1.20 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: BALI (11.5%) vs SPY (15.9%)
5y Drawdown (Underwater) Chart
Top Performer in Derivative Income
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| BALI | -2.9% | -0.3% | 8.43% |
| AMDY | 1.64% | 18.2% | 53.1% |
| NVDY | -0.12% | 10.1% | 42.9% |
| TSMY | -2.75% | 3.20% | 29.8% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| BALI | 2.49% | 11.5% | 39% |
| NVDY | 36.7% | 38.1% | 254% |
| AMDY | 30.4% | 20.9% | 29.6% |
| SNOY | 13.2% | 58.7% | 53.7% |
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| DIVO NYSE ARCA Amplify CWP Enhanced |
-0.37% | 13.7% | 85.1% | - | - | - | - | - |
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-0.05% | 8.15% | 64.9% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
1.06% | 11.1% | 66.4% | - | - | - | - | - |
| XYLG NYSE ARCA Global X SP500 Covered |
0.54% | 12.8% | 72.8% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-2.06% | 5.39% | 60.9% | - | - | - | - | - |
| BUYW BATS Main Buywrite |
0.57% | 9.13% | 31.7% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
0.84% | 6.32% | 65.7% | - | - | - | - | - |
| HYGW BATS iShares Trust - iShares |
0.49% | 4.76% | 17.7% | - | - | - | - | - |
Performance Comparison: BALI vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for BALI
| Total Return (including Dividends) | BALI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.30% | 0.66% | 0.66% |
| 3 Months | 8.43% | 11.66% | 11.66% |
| 12 Months | 11.48% | 15.92% | 15.92% |
| 5 Years | 39.04% | 103.09% | 103.09% |
| Trend Stabilty (consistency of price movement) | BALI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 56.9% | 66.4% | 66.4% |
| 3 Months | 96.3% | 96.6% | 96.6% |
| 12 Months | 41.5% | 50% | 50% |
| 5 Years | 88.2% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 45 %th | -0.95% | -0.95% |
| 3 Month | 58 %th | -2.89% | -2.89% |
| 12 Month | 54 %th | -3.83% | -3.83% |
| 5 Years | 64 %th | -6.32% | -6.32% |
FAQs
Does Blackrock Advantage (BALI) outperform the market?
No,
over the last 12 months BALI made 11.48%, while its related Sector, the SPDR SP500 Trust (SPY) made 15.92%.
Over the last 3 months BALI made 8.43%, while SPY made 11.66%.
Performance Comparison BALI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
BALI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.5% | -1% | -2.1% | -4% |
| US NASDAQ 100 | QQQ | -0.7% | -1.6% | -4.7% | -10% |
| German DAX 40 | DAX | 0.4% | 0.8% | -6.4% | -17% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.3% | -3% | -6.5% | -10% |
| Hongkong Hang Seng | HSI | -0.7% | -2.4% | -24.9% | -28% |
| India NIFTY 50 | INDA | -0.9% | 5.3% | -1.1% | 18% |
| Brasil Bovespa | EWZ | -1.8% | 7.1% | -4.5% | 8% |
BALI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.5% | 1.2% | -1.5% | -13% |
| Consumer Discretionary | XLY | 1% | 0.7% | 7.7% | -8% |
| Consumer Staples | XLP | -1.3% | 1.9% | 0.2% | 7% |
| Energy | XLE | -1.2% | -0.5% | 3.9% | 14% |
| Financial | XLF | 0.9% | 2.1% | 1.5% | -10% |
| Health Care | XLV | 1% | 3.8% | 12.8% | 23% |
| Industrial | XLI | 0.5% | -1.5% | -7.5% | -10% |
| Materials | XLB | 3.2% | 3.4% | 4% | 15% |
| Real Estate | XLRE | 0.6% | 0.7% | 1.1% | 9% |
| Technology | XLK | -1% | -2.7% | -10.8% | -11% |
| Utilities | XLU | -4.4% | -5% | -8.6% | -8% |
| Aerospace & Defense | XAR | -0.1% | -4.4% | -20.3% | -34% |
| Biotech | XBI | -1% | -3.7% | 8.5% | 24% |
| Homebuilder | XHB | -0.4% | -1.5% | 3.8% | 20% |
| Retail | XRT | 1.9% | 1.6% | 3.2% | 8% |
BALI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -6.4% | -5.07% | 2.95% | 10% |
| Natural Gas | UNG | -1.4% | 9.6% | 25.3% | 7% |
| Gold | GLD | -3.5% | -0.8% | -16.4% | -25% |
| Silver | SLV | 0.2% | -2.9% | -14.7% | -18% |
| Copper | CPER | 20.2% | 12.4% | 1% | 3% |
BALI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4.5% | 0.1% | 1.1% | 16% |
| iShares High Yield Corp. Bond | HYG | -2.3% | -0.1% | -0.9% | 3% |