(BALI) Blackrock Advantage - Performance 5.5% in 12m
Compare BALI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
47.02%
#31 in Group
Rel. Strength
56.35%
#3487 in Universe
Total Return 12m
5.47%
#35 in Group
Total Return 5y
21.74%
#29 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: BALI (5.5%) vs SPY (6.7%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
-3.05% | 8.4% | 83.8% | - | - | - | - | - |
| SIXH NYSE ARCA ETC 6 Meridian Hedged |
-1.44% | 10.1% | 64.1% | - | - | - | - | - |
| JEPI NYSE ARCA JPMorgan Equity Premium |
-5.17% | 4.44% | 63.7% | - | - | - | - | - |
| PUTW NYSE ARCA WisdomTree CBOE SP500 |
-3.35% | 5.74% | 72.5% | - | - | - | - | - |
| FTHI NASDAQ First Trust BuyWrite Income |
-4.03% | 4.81% | 66.5% | - | - | - | - | - |
| PBP NYSE ARCA Invesco SP500 BuyWrite |
-3.9% | 7.46% | 61% | - | - | - | - | - |
| XYLD NYSE ARCA Global X SP500 Covered |
-3.69% | 6.58% | 61.5% | - | - | - | - | - |
| KNG BATS FT Cboe Vest SP500 |
-4.17% | 1.95% | 67.5% | - | - | - | - | - |
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 | -5.60% | -5.89% | -5.89% |
| 3 Months | -11.45% | -12.45% | -12.45% |
| 12 Months | 5.47% | 6.72% | 6.72% |
| 5 Years | 21.74% | 101.06% | 101.06% |
| Trend Score (consistency of price movement) | BALI | SPY | S&P 500 |
| 1 Month | -76.6% | -74.5% | -74.5% |
| 3 Months | -89.1% | -88.2% | -88.2% |
| 12 Months | 64.2% | 66.1% | 66.1% |
| 5 Years | 89.7% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #62 | 0.30% | 0.30% |
| 3 Month | #53 | 1.14% | 1.14% |
| 12 Month | #51 | -1.17% | -1.17% |
| 5 Years | #30 | -2.84% | -2.84% |
FAQs
Does BALI Blackrock Advantage outperforms the market?
No,
over the last 12 months BALI made 5.47%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.72%.
Over the last 3 months BALI made -11.45%, while SPY made -12.45%.
Over the last 3 months BALI made -11.45%, while SPY made -12.45%.
Performance Comparison BALI vs Indeces and Sectors
BALI vs. Indices BALI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.27% | 0.29% | 0.65% | -1.25% |
| US NASDAQ 100 | QQQ | 1.13% | 0.68% | 1.18% | -0.06% |
| US Dow Jones Industrial 30 | DIA | 1.44% | 0.22% | 0.11% | 0.16% |
| German DAX 40 | DAX | -5.09% | 3.80% | -16.4% | -12.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.44% | 1.90% | -1.63% | -0.42% |
| Hongkong Hang Seng | HSI | -4.02% | 4.22% | -0.87% | -10.8% |
| India NIFTY 50 | INDA | -4.10% | -10.4% | -1.80% | 2.40% |
| Brasil Bovespa | EWZ | -3.29% | -0.52% | -2.30% | 14.9% |
BALI vs. Sectors BALI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.02% | 0.06% | -8.16% | -8.07% |
| Consumer Discretionary | XLY | 1.14% | -1.68% | -2.09% | -3.75% |
| Consumer Staples | XLP | -3.03% | -8.80% | -9.57% | -8.47% |
| Energy | XLE | -4.45% | 4.48% | -0.41% | 15.8% |
| Financial | XLF | -1.10% | -1.09% | -7.47% | -13.5% |
| Health Care | XLV | -0.13% | 1.77% | 2.05% | 6.01% |
| Industrial | XLI | -0.85% | -0.90% | 0.57% | 0.11% |
| Materials | XLB | -1.45% | 1.05% | 7.73% | 13.0% |
| Real Estate | XLRE | -5.07% | -2.71% | -0.70% | -11.6% |
| Technology | XLK | 1.63% | 3.33% | 7.46% | 6.68% |
| Utilities | XLU | -3.04% | -5.18% | -5.09% | -18.9% |
| Aerospace & Defense | XAR | -1.42% | -5.64% | -9.11% | -18.7% |
| Biotech | XBI | -3.29% | 6.28% | 15.2% | 14.4% |
| Homebuilder | XHB | -0.68% | 1.24% | 18.6% | 14.6% |
| Retail | XRT | -1.43% | -3.49% | 5.32% | 9.86% |