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SPE vs MBCC

Comparison between Special Opportunities Fund Inc (SPE, ETF) and MONARCH BLUE CHIPS CORE INDEX ETF (MBCC, ETF).

SPE vs MBCC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SPE
$170M
MBCC
$170M
Expense Ratio
SPE
N/A
MBCC
1.14%
Max Drawdown
SPE
58.53%
MBCC
N/A
Sharpe Ratio
Winner
SPE
0.16
MBCC
0.00
5Y Beta
SPE
0.56
Winner
MBCC
0.00
P/E Ratio
SPE
N/A
MBCC
36.40
Forward P/E
SPE
N/A
MBCC
26.73
PEG Ratio
SPE
N/A
MBCC
0.71
5Y Dividends CAGR
SPE
13.47%
MBCC
N/A
5Y EPS CAGR
SPE
N/A
MBCC
20.35%
Debt to Equity
SPE
N/A
MBCC
-45.96%
P/S Ratio
SPE
N/A
MBCC
6.43
P/B Ratio
SPE
N/A
MBCC
8.14

SPE vs MBCC - Historical Returns

Returns include dividend reinvestment.

1M
SPE
-3.33%
MBCC
N/A
3M
SPE
-3.08%
MBCC
N/A
6M
SPE
-0.68%
MBCC
N/A
1Y
SPE
+5.11%
MBCC
N/A
5Y(CAGR)
SPE
+9.05%
MBCC
N/A
10Y(CAGR)
SPE
+11.49%
MBCC
N/A
Max(CAGR)
Winner
SPE
+8.99%
MBCC
+0.00%

SPE vs MBCC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSPEMBCC
2026-2.43%+0.00%
2025+14.15%N/A
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 MBCC Drawdown Comparison

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

The current SPE drawdown is -5.31%.

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

Correlation

Correlation between SPE and MBCC is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.

0.00
-101

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