SPE vs BLST

Comparison between Special Opportunities Fund Inc (SPE, ETF) and BLUEMONTE SHORT TERM BOND ETF (BLST, ETF).

SPE vs BLST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPE(ETF)	BLST(ETF)
Net Assets	$168M	$167M
Expense Ratio	N/A	0.23%
Max Drawdown	58.53%	2.35%
Sharpe Ratio	-0.12	-0.31
5Y Beta	0.55	0.05
5Y Dividends CAGR	14.96%	N/A

Net Assets

Winner

SPE

$168M

BLST

$167M

Expense Ratio

SPE

N/A

BLST

0.23%

Max Drawdown

SPE

58.53%

Winner

BLST

2.35%

Sharpe Ratio

Winner

SPE

-0.12

BLST

-0.31

5Y Beta

SPE

0.55

Winner

BLST

0.05

5Y Dividends CAGR

SPE

14.96%

BLST

N/A

SPE vs BLST - Historical Returns

Returns include dividend reinvestment.

Period	SPE	BLST
1 month	+1.86%	-0.04%
3 months	-1.17%	-0.26%
6 months	-3.98%	+0.21%
1 year	+1.08%	+2.91%
5 years(CAGR)	+8.95%	N/A
10 years(CAGR)	+11.08%	N/A
Max(CAGR)	+8.96%	+2.89%

Winner

SPE

+1.86%

BLST

-0.04%

SPE

-1.17%

Winner

BLST

-0.26%

SPE

-3.98%

Winner

BLST

+0.21%

SPE

+1.08%

Winner

BLST

+2.91%

5Y(CAGR)

SPE

+8.95%

BLST

N/A

10Y(CAGR)

SPE

+11.08%

BLST

N/A

Max(CAGR)

Winner

SPE

+8.96%

BLST

+2.89%

SPE vs BLST - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SPE	BLST
2026	-2.16%	+0.21%
2025	+14.15%	+2.88%
2024	+34.11%	N/A
2023	+14.54%	N/A
2022	-18.85%	N/A
2021	+25.58%	N/A
2020	+4.29%	N/A
2019	+30.90%	N/A
2018	-9.91%	N/A
2017	+25.21%	N/A
2016	+10.69%	N/A
2015	-7.46%	N/A
2014	-1.88%	N/A
2013	+29.76%	N/A
2012	+11.73%	N/A
2011	+1.00%	N/A
2010	+5.05%	N/A
2009	+45.90%	N/A
2008	-15.82%	N/A
2007	+0.88%	N/A
2006	+9.61%	N/A
2005	+2.39%	N/A
2004	+1.11%	N/A
2003	+11.38%	N/A
2002	+11.83%	N/A
2001	+8.81%	N/A
2000	+18.23%	N/A
1999	-4.22%	N/A

SPE vs BLST Drawdown Comparison

The maximum drawdown for SPE was -46.84%, occurring on Mar 23, 2020. Recovery took 207 trading sessions.

The maximum drawdown for BLST was -1.69%, occurring on Mar 26, 2026. This drawdown has not yet recovered.

The current SPE drawdown is -5.06%. The current BLST drawdown is -0.94%.

Rank	SPE	BLST
#1	-46.84% Feb 19, 2020 - Dec 11, 2020	-1.69% Feb 27, 2026 - Mar 26, 2026
#2	-32.95% Jun 5, 2008 - Apr 27, 2009	-0.54% Oct 27, 2025 - Nov 24, 2025
#3	-24.14% Jan 7, 2022 - Mar 26, 2024	-0.50% Jun 30, 2025 - Jul 22, 2025
#4	-18.46% Dec 31, 2013 - Aug 23, 2016	-0.45% Sep 16, 2025 - Oct 2, 2025
#5	-17.47% Jan 26, 2018 - Jun 14, 2019	-0.35% Nov 26, 2025 - Dec 18, 2025
#6	-13.69% Feb 20, 2025 - May 20, 2025	-0.32% Jan 14, 2026 - Jan 30, 2026
#7	-13.13% Mar 15, 2004 - Aug 31, 2005	-0.26% Aug 13, 2025 - Aug 22, 2025
#8	-12.14% Jul 22, 2011 - Jan 25, 2012	-0.22% Aug 4, 2025 - Aug 13, 2025
#9	-12.05% Oct 6, 2009 - Oct 18, 2010	-0.21% Jun 24, 2025 - Jun 26, 2025
#10	-9.71% Jun 17, 2003 - Jan 20, 2004	-0.18% Jul 29, 2025 - Aug 1, 2025
#11	-9.32% Jan 15, 2026 - Mar 30, 2026	-0.18% Jul 22, 2025 - Jul 29, 2025
#12	-9.21% May 16, 2007 - Jan 25, 2008	-0.16% Dec 29, 2025 - Jan 14, 2026
#13	-8.92% Nov 19, 1999 - Jun 2, 2000	-0.16% Oct 2, 2025 - Oct 10, 2025
#14	-8.82% Sep 1, 2016 - Jan 18, 2017	-0.16% Dec 18, 2025 - Dec 26, 2025
#15	-8.09% Mar 26, 2012 - Sep 28, 2012	-0.16% Feb 13, 2026 - Feb 23, 2026

Correlation

Correlation between SPE and BLST is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (1999 - 2026)

SPE vs BLST dividend yield comparison.

Year	SPE	BLST
2026	6.90%	1.58%
2025	13.73%	2.11%
2024	7.83%	0.00%
2023	8.77%	0.00%
2022	11.58%	0.00%
2021	11.64%	0.00%
2020	8.01%	0.00%
2019	6.35%	0.00%
2018	14.10%	0.00%
2017	16.53%	0.00%
2016	5.93%	0.00%
2015	9.02%	0.00%
2014	9.63%	0.00%
2013	12.66%	0.00%
2012	10.08%	0.00%
2011	3.69%	0.00%
2010	0.20%	0.00%
2009	6.59%	0.00%
2008	8.05%	0.00%
2007	5.22%	0.00%
2006	5.55%	0.00%
2005	7.30%	0.00%
2004	6.49%	0.00%
2003	7.64%	0.00%
2002	6.36%	0.00%
2001	5.35%	0.00%
2000	5.62%	0.00%
1999	1.04%	0.00%