(BALI) Blackrock Advantage - Performance 8.2% in 12m
BALI performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
49.15%
#26 in Peer-Group
Rel. Strength
54.12%
#3491 in Stock-Universe
Total Return 12m
8.19%
#43 in Peer-Group
Total Return 5y
35.42%
#34 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 30.08 USD |
| 52 Week Low | 25.07 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 60.46 |
| Buy/Sell Signal +-5 | -0.55 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: BALI (8.2%) vs SPY (10.5%)
5y Drawdown (Underwater) Chart
Top Performer in Derivative Income
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 |
0.62% | 12.7% | 89.3% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
1.12% | 7.9% | 72.6% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
1.83% | 8.81% | 69.6% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
0.19% | 4.28% | 69.4% | - | - | - | - | - |
| PBP NYSE ARCA Invesco SP500 BuyWrite |
1.65% | 8.17% | 55.2% | - | - | - | - | - |
| XYLG NYSE ARCA Global X SP500 Covered |
1.68% | 9.66% | 67.2% | - | - | - | - | - |
| XYLD NYSE ARCA Global X SP500 Covered |
1.33% | 8.09% | 55.9% | - | - | - | - | - |
| BUYW BATS Main Buywrite |
0.14% | 7.27% | 28.7% | - | - | - | - | - |
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 | 1.57% | 1.11% | 1.11% |
| 3 Months | 4.14% | 5.58% | 5.58% |
| 12 Months | 8.19% | 10.51% | 10.51% |
| 5 Years | 35.42% | 109.12% | 109.12% |
| Trend Score (consistency of price movement) | BALI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 79.9% | 69.9% | 69.9% |
| 3 Months | 66.3% | 69.3% | 69.3% |
| 12 Months | 35.5% | 43.2% | 43.2% |
| 5 Years | 85.9% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #42 | 0.46% | 0.46% |
| 3 Month | #35 | -1.36% | -1.36% |
| 12 Month | #47 | -2.10% | -2.10% |
| 5 Years | #34 | -4.70% | -4.70% |
FAQs
Does Blackrock Advantage (BALI) outperform the market?
No,
over the last 12 months BALI made 8.19%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.51%.
Over the last 3 months BALI made 4.14%, while SPY made 5.58%.
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 | 0.1% | 0.5% | -1.3% | -2% |
| US NASDAQ 100 | QQQ | 0.3% | 0.1% | -0.5% | -1% |
| German DAX 40 | DAX | 2.3% | 2.3% | -17.6% | -21% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.4% | 2.5% | -3.1% | -3% |
| Hongkong Hang Seng | HSI | -0.4% | -3.5% | -20.3% | -19% |
| India NIFTY 50 | INDA | 1.8% | 2.9% | -0.2% | 10% |
| Brasil Bovespa | EWZ | -2.3% | 1.1% | -21.5% | -1% |
BALI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.4% | 0.1% | -4.1% | -15% |
| Consumer Discretionary | XLY | 0.6% | 3.4% | 8.6% | -10% |
| Consumer Staples | XLP | 0.4% | 1.8% | -2.7% | 1% |
| Energy | XLE | -5.8% | -1.3% | -4.9% | 5% |
| Financial | XLF | 1.7% | 4.1% | -4.1% | -16% |
| Health Care | XLV | -1.9% | -2.8% | -0.8% | 13% |
| Industrial | XLI | 1.1% | 1.2% | -6.8% | -10% |
| Materials | XLB | 0.8% | 0.2% | -2% | 9% |
| Real Estate | XLRE | -0.4% | 0.6% | -2.3% | -5% |
| Technology | XLK | -0.2% | -0.4% | -1.7% | 4% |
| Utilities | XLU | -1.3% | 1% | -9.6% | -13% |
| Aerospace & Defense | XAR | 1.1% | -4.2% | -18.2% | -34% |
| Biotech | XBI | 0.4% | -6.2% | 9.5% | 16% |
| Homebuilder | XHB | 1.7% | 6.6% | 14.2% | 18% |
| Retail | XRT | 4% | 1.7% | 6.7% | 7% |
BALI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -11.7% | -17.1% | -11.1% | 5% |
| Natural Gas | UNG | 0.8% | 4.2% | -19.5% | 23% |
| Gold | GLD | -3.5% | -4.6% | -31.4% | -39% |
| Silver | SLV | 0.9% | -9.8% | -20.9% | -14% |
| Copper | CPER | 2.6% | -0.1% | -16.1% | -0% |
BALI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.4% | 0.9% | 0.2% | 12% |
| iShares High Yield Corp. Bond | HYG | -0.4% | 1.1% | -4.9% | -1% |