Basis: Trailing twelve months (TTM). Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 7.53% is 54% below its 5-year average of 16.28%, near the low end of its 5-year range (6.93%–22.32%).
52.32% below its 12-month average of 15.79%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q4 FY2024 (2024-12-31): 7.81%.
RETURN ON EQUITY (ROE)
7.53%
RETURN ON EQUITY (ROE) AVG TTM
15.79%
RETURN ON EQUITY (ROE) AVG 3Y
16.99%
RETURN ON EQUITY (ROE) AVG 5Y
16.28%
RETURN ON EQUITY (ROE) AVG 10Y
10.73%
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
-52.32%
CURRENT VS 3Y AVG
-55.68%
CURRENT VS 5Y AVG
-53.74%
CURRENT VS 10Y AVG
-29.85%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
-43.78%
vs the sector median at left
BlackRock Floating Rate Income Trust
Market Cap
$320.62M
Return on Equity (ROE)
7.53%
TTM Avg
15.79%
3Y Avg
16.99%
5Y Avg
16.28%
Market Cap
$282.67M
Return on Equity (ROE)
8.03%
TTM Avg
7.39%
3Y Avg
8.93%
5Y Avg
8.32%
Market Cap
$266.05M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$195.93M
Return on Equity (ROE)
17.93%
TTM Avg
-63.45%
3Y Avg
-126.83%
5Y Avg
-91.96%
Market Cap
$184.97M
Return on Equity (ROE)
9.04%
TTM Avg
12.80%
3Y Avg
4.97%
5Y Avg
5.48%
Market Cap
$176.16M
Return on Equity (ROE)
27.02%
TTM Avg
6.88%
3Y Avg
-9.68%
5Y Avg
-1.05%
Market Cap
$147.12M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$145.51M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$65.38M
Return on Equity (ROE)
9.39%
TTM Avg
4.52%
3Y Avg
1.85%
5Y Avg
1.12%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| BlackRock Floating Rate Income Trust (BGT) | $320.62M | 7.53% | 15.79% | 16.99% | 16.28% |
| Isabella Bank Corporation (ISBA)vs › | $282.67M | 8.03% | 7.39% | 8.93% | 8.32% |
| Thunder Bridge Capital Partners V L (TBCVU)vs › | $266.05M | N/A | N/A | N/A | N/A |
| DeFi Technologies Inc. (DEFT)vs › | $195.93M | 17.93% | -63.45% | -126.83% | -91.96% |
| Franklin Universal Trust (FT)vs › | $184.97M | 9.04% | 12.80% | 4.97% | 5.48% |
| The New Germany Fund, Inc. (GF)vs › | $176.16M | 27.02% | 6.88% | -9.68% | -1.05% |
| Global X - MSCI Colombia ETF (COLO)vs › | $147.12M | N/A | N/A | N/A | N/A |
| Blackrock 2037 Municipal Target Term Trust (BMN)vs › | $145.51M | N/A | N/A | N/A | N/A |
| Nuveen Minnesota Quality Municipal Income Fund (NMS)vs › | $65.38M | 9.39% | 4.52% | 1.85% | 1.12% |
| BlackRock Multi-Sector Income Trust (BIT)vs › | $664.21M | 6.96% | 7.56% | 6.50% | 3.41% |
ROE
7.5%
ROA
5.8%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2024-12-31 | 7.81% |
| 2024-09-30 | 12.80% |
| 2024-06-30 | 15.24% |
| 2024-03-31 | 20.81% |
| 2023-12-31 | 22.30% |
| 2023-09-30 | 22.32% |
| 2023-06-30 | 22.27% |
| 2023-03-31 | 22.29% |
| 2022-12-31 | 15.03% |
| 2022-09-30 | 15.02% |
| 2022-06-30 | 13.54% |
| 2022-03-31 | 13.54% |
| 2021-12-31 | 17.91% |
| 2021-09-30 | 17.98% |
| 2021-06-30 | 21.52% |
| 2021-03-31 | 21.60% |
| 2020-12-31 | 15.50% |
| 2020-09-30 | 10.88% |
| 2020-06-30 | 14.40% |
| 2020-03-31 | 6.93% |
| 2019-12-31 | 12.15% |
| 2019-10-31 | 10.51% |
| 2019-07-31 | 4.28% |
| 2019-04-30 | 4.66% |
| 2019-01-31 | 3.84% |
| 2018-10-31 | 3.86% |
| 2018-07-31 | 4.14% |
| 2018-04-30 | 4.39% |
| 2018-01-31 | 5.13% |
| 2017-10-31 | 5.84% |
| 2017-07-31 | 7.12% |
| 2017-04-30 | 8.40% |
| 2017-01-31 | 7.41% |
| 2016-10-31 | 6.47% |
| 2016-07-31 | 3.65% |
| 2016-04-30 | 0.86% |
| 2016-01-31 | 1.93% |
| 2015-10-31 | 2.97% |
| 2015-07-31 | 3.84% |
| 2015-04-30 | 4.55% |
| 2015-01-31 | 4.39% |
| 2014-10-31 | 4.25% |
| 2014-07-31 | 5.05% |
| 2014-04-30 | 5.74% |
| 2014-01-31 | 7.29% |
| 2013-10-31 | 8.86% |
| 2013-07-31 | 10.05% |
| 2013-04-30 | 11.20% |
