Special Opportunities Closed Fund Manager Performance Evaluation
| SPE Fund | USD 14.95 0.06 0.40% |
The entity has a beta of 0.47, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Special Opportunities' returns are expected to increase less than the market. However, during the bear market, the loss of holding Special Opportunities is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Special Opportunities Closed are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of rather fragile basic indicators, Special Opportunities may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more1 | How Movements Inform Risk Allocation Models - news.stocktradersdaily.com | 11/19/2025 |
2 | Special Opportunities Fund, Inc. Announces Year-End Distribution of 0.70 Per Share to Stockholders - Quiver Quantitative | 12/19/2025 |
3 | Special Opportunities Fund Declares Distributions For First Quarter of 2026 - The Manila Times | 01/02/2026 |
4 | Special Opportunities Fund Stock Price Crosses Below 200 Day Moving Average - Heres What Happened - MarketBeat | 01/21/2026 |
Special |
Special Opportunities Relative Risk vs. Return Landscape
If you would invest 1,397 in Special Opportunities Closed on November 21, 2025 and sell it today you would earn a total of 98.00 from holding Special Opportunities Closed or generate 7.02% return on investment over 90 days. Special Opportunities Closed is generating 0.1171% of daily returns assuming volatility of 0.6573% on return distribution over 90 days investment horizon. In other words, 5% of funds are less volatile than Special, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Special Opportunities Current Valuation
Fairly Valued
Today
Please note that Special Opportunities' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Special Opportunities has a current Real Value of $14.83 per share. The regular price of the fund is $14.95. We determine the value of Special Opportunities from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend purchasing undervalued funds and exiting overvalued funds since, at some point, fund prices and their ongoing real values will draw towards each other.
The fair value of the Special fund is determined by what a typical buyer is willing to pay for full or partial control of Special Opportunities Closed. Since Special Opportunities is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Special Fund. However, Special Opportunities' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 14.95 | Real 14.83 | Hype 14.96 | Naive 15.09 |
The real value of Special Fund, also known as its intrinsic value, is the underlying worth of Special Opportunities Fund, which is reflected in its stock price. It is based on Special Opportunities' financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Special Opportunities' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of Special Opportunities Closed helps investors to forecast how Special fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Special Opportunities more accurately as focusing exclusively on Special Opportunities' fundamentals will not take into account other important factors: Special Opportunities Target Price Odds to finish over Current Price
The tendency of Special Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 14.95 | 90 days | 14.95 | about 8.77 |
Based on a normal probability distribution, the odds of Special Opportunities to move above the current price in 90 days from now is about 8.77 (This Special Opportunities Closed probability density function shows the probability of Special Fund to fall within a particular range of prices over 90 days) .
Special Opportunities Price Density |
| Price |
Predictive Modules for Special Opportunities
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Special Opportunities. Regardless of method or technology, however, to accurately forecast the fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Special Opportunities Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Special Opportunities is not an exception. The market had few large corrections towards the Special Opportunities' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Special Opportunities Closed, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Special Opportunities within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.04 | |
β | Beta against Dow Jones | 0.47 | |
σ | Overall volatility | 0.31 | |
Ir | Information ratio | 0.03 |
Special Opportunities Fundamentals Growth
Special Fund prices reflect investors' perceptions of the future prospects and financial health of Special Opportunities, and Special Opportunities fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Special Fund performance.
| Return On Equity | -6.99 | ||||
| Return On Asset | 0.43 | ||||
| Operating Margin | 31.58 % | ||||
| Current Valuation | 189.4 M | ||||
| Shares Outstanding | 12.71 M | ||||
| Price To Earning | 9.98 X | ||||
| Price To Book | 0.74 X | ||||
| Price To Sales | 32.06 X | ||||
| Revenue | 4.75 M | ||||
| Cash And Equivalents | 16.05 K | ||||
| Book Value Per Share | 16.13 X | ||||
| Cash Flow From Operations | 29.88 M | ||||
| Earnings Per Share | 1.20 X | ||||
| Total Asset | 465.03 M | ||||
| Retained Earnings | (32.71 M) | ||||
About Special Opportunities Performance
By analyzing Special Opportunities' fundamental ratios, stakeholders can gain valuable insights into Special Opportunities' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Special Opportunities has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Special Opportunities has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Special Opportunities Fund, Inc. is a close-ended balanced fund of funds launched and managed by Bulldog Investors, LLC. It invests in close-ended funds investing in public equity and fixed income markets. The fund employs a combination of value, opportunistic and special situations strategies to make its investments. It benchmarks the performance of its portfolio against the SP 500 Index. The fund was previously known as Insured Municipal Income Fund, Inc. Special Opportunities Fund, Inc. was formed on February 18, 1993 and is domiciled in the United States.Things to note about Special Opportunities performance evaluation
Checking the ongoing alerts about Special Opportunities for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Special Opportunities help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Special Opportunities' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Special Opportunities' fund performance include:- Analyzing Special Opportunities' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Special Opportunities' stock is overvalued or undervalued compared to its peers.
- Examining Special Opportunities' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Special Opportunities' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Special Opportunities' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Special Opportunities' fund. These opinions can provide insight into Special Opportunities' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Special Fund
Special Opportunities financial ratios help investors to determine whether Special Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Special with respect to the benefits of owning Special Opportunities security.
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