BIGZ:NYE-Blackrock Innovation & Growth Trust (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 7.83

Change

+0.04 (+0.51)%

Market Cap

USD 1.70B

Volume

0.61M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

BlackRock Innovation and Growth Term Trust is a mutual fund launched by BlackRock, Inc. and managed by BlackRock Advisors, LLC. BlackRock Innovation and Growth Term Trust is based in United States. Address: 50 Hudson Yards, New York, NY, United States, 10001

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-14 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
BX Blackstone Group Inc

-0.35 (-0.19%)

USD 213.93B
BLK BlackRock Inc

+16.10 (+1.56%)

USD 153.51B
KKR KKR & Co LP

-1.61 (-1.06%)

USD 140.51B
APO Apollo Global Management LLC C..

-0.03 (-0.02%)

USD 92.99B
BN Brookfield Corp

+0.19 (+0.33%)

USD 87.21B
AMP Ameriprise Financial Inc

+1.65 (+0.29%)

USD 54.32B
ARES Ares Management LP

+1.57 (+0.94%)

USD 52.42B
OWL Blue Owl Capital Inc

+0.25 (+1.11%)

USD 33.81B
RJF Raymond James Financial Inc.

-0.49 (-0.31%)

USD 30.30B
TPG TPG Inc

-0.01 (-0.02%)

USD 24.06B

ETFs Containing BIGZ

YYY Amplify High Income ETF 2.96 % 0.50 %

-0.08 (-0.66%)

USD 0.55B
VPC Virtus Private Credit ETF 2.05 % 0.00 %

-0.08 (-0.66%)

USD 0.05B
PCEF Invesco CEF Income Compos.. 0.00 % 0.50 %

-0.02 (-0.66%)

USD 0.81B

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 6.82% 52% F 50% F
Dividend Return 9.00% 78% C+ 93% A
Total Return 15.83% 62% D 61% D-
Trailing 12 Months  
Capital Gain 11.22% 48% F 48% F
Dividend Return 10.01% 71% C- 91% A-
Total Return 21.24% 57% F 57% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -16.10% 1% F 3% F
Dividend Return -11.51% 1% F 4% F
Total Return 4.59% 52% F 80% B-
Risk Return Profile  
Volatility (Standard Deviation) 23.93% 45% F 46% F
Risk Adjusted Return -48.09% 1% F 5% F
Market Capitalization 1.70B 81% B- 65% D

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.