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BlackRock Multi-Sector Opportunities Trust (XMSOX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US09190C1045

Issuer

Blackrock

Inception Date

Feb 22, 2018

Category

Global Bonds

Min. Investment

$0

Asset Class

Bond

Expense Ratio

XMSOX has a high expense ratio of 1.64%, indicating higher-than-average management fees.


Expense ratio chart for XMSOX: current value at 1.64% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.64%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in BlackRock Multi-Sector Opportunities Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


XMSOX (BlackRock Multi-Sector Opportunities Trust)
Benchmark (^GSPC)

Returns By Period


XMSOX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of XMSOX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.31%0.11%0.41%
20233.24%-1.22%-0.69%1.05%-0.54%1.69%1.93%0.27%-0.50%-0.69%2.27%0.47%7.41%
2022-2.06%-3.43%-0.65%-2.14%-1.86%-5.42%3.11%-0.72%-4.43%0.56%2.90%-0.35%-13.88%
20210.90%0.95%0.10%1.53%1.06%0.68%-0.51%0.98%-0.56%-1.41%-1.35%0.99%3.35%
20201.22%-1.33%-26.48%4.58%6.07%6.76%3.53%2.01%-2.06%0.74%5.76%2.91%-1.39%
20193.98%1.65%1.21%1.45%0.28%2.88%0.68%0.24%0.82%0.21%0.77%2.08%17.42%
2018-0.06%-0.08%-0.28%-0.77%-0.51%1.15%-0.31%0.81%-0.77%-1.03%-2.15%-3.96%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for BlackRock Multi-Sector Opportunities Trust (XMSOX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
XMSOX
^GSPC

There is not enough data available to calculate the Sharpe ratio for BlackRock Multi-Sector Opportunities Trust. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio
XMSOX (BlackRock Multi-Sector Opportunities Trust)
Benchmark (^GSPC)

Dividends

Dividend History

BlackRock Multi-Sector Opportunities Trust provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


6.00%7.00%8.00%9.00%10.00%$0.00$2.00$4.00$6.00$8.00201820192020202120222023
Dividends
Dividend Yield
PeriodTTM202320222021202020192018
Dividend$0.00$6.08$6.08$6.44$8.41$7.50$5.63

Dividend yield

0.00%9.31%9.12%7.64%9.58%7.62%6.21%

Monthly Dividends

The table displays the monthly dividend distributions for BlackRock Multi-Sector Opportunities Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00
2023$0.00$0.00$1.52$0.00$0.00$1.52$0.00$0.00$1.52$0.00$0.00$1.52$6.08
2022$0.00$0.00$1.52$0.00$0.00$1.52$0.00$0.00$1.52$0.00$0.00$1.52$6.08
2021$0.00$0.00$1.52$0.00$0.00$1.52$0.00$0.00$1.52$0.00$0.00$1.87$6.44
2020$0.00$0.00$1.88$0.00$0.00$3.75$0.00$0.00$1.54$0.00$0.00$1.25$8.41
2019$0.00$0.00$1.88$0.00$0.00$1.88$0.00$0.00$1.88$0.00$0.00$1.88$7.50
2018$1.88$0.00$0.00$1.88$0.00$0.00$1.88$5.63

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


XMSOX (BlackRock Multi-Sector Opportunities Trust)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the BlackRock Multi-Sector Opportunities Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the BlackRock Multi-Sector Opportunities Trust was 34.57%, occurring on Mar 25, 2020. Recovery took 276 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.57%Feb 24, 202023Mar 25, 2020276May 7, 2021299
-19.27%Sep 14, 2021274Oct 14, 2022
-4.35%Apr 17, 2018176Dec 26, 201827Feb 5, 2019203
-0.6%Jun 28, 202124Jul 30, 202118Aug 25, 202142
-0.52%Jul 29, 20196Aug 5, 201912Aug 21, 201918

Volatility

Volatility Chart

The current BlackRock Multi-Sector Opportunities Trust volatility is 0.11%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


XMSOX (BlackRock Multi-Sector Opportunities Trust)
Benchmark (^GSPC)
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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