Basis: Latest reported fiscal year. 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 7.75% is 47% above its 5-year average of 5.29%, around the middle of its 5-year range (-2.14%–13.58%).
As of the fiscal period ended Wednesday, December 31, 2025. 16.45% above its 12-month average of 6.65%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
7.75%
RETURN ON EQUITY (ROE) AVG TTM
6.65%
RETURN ON EQUITY (ROE) AVG 3Y
6.19%
RETURN ON EQUITY (ROE) AVG 5Y
5.29%
RETURN ON EQUITY (ROE) AVG 10Y
5.07%
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
+16.45%
CURRENT VS 3Y AVG
+25.25%
CURRENT VS 5Y AVG
+46.60%
CURRENT VS 10Y AVG
+52.92%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
14.10%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
-45.04%
vs the sector median at left
BlackRock Floating Rate Income Trust
Market Cap
$325.09M
Return on Equity (ROE)
7.75%
TTM Avg
6.65%
3Y Avg
6.19%
5Y Avg
5.29%
Market Cap
$299.39M
Return on Equity (ROE)
8.03%
TTM Avg
7.39%
3Y Avg
8.93%
5Y Avg
8.32%
Market Cap
$198.29M
Return on Equity (ROE)
29.45%
TTM Avg
12.80%
3Y Avg
4.97%
5Y Avg
5.48%
Market Cap
$186.19M
Return on Equity (ROE)
24.93%
TTM Avg
-63.45%
3Y Avg
-126.83%
5Y Avg
-91.96%
Market Cap
$184.74M
Return on Equity (ROE)
17.19%
TTM Avg
6.88%
3Y Avg
-9.68%
5Y Avg
-1.05%
Market Cap
$154.80M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$138.87M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$73.52M
Return on Equity (ROE)
8.85%
TTM Avg
1.10%
3Y Avg
-2.94%
5Y Avg
-0.22%
Market Cap
$5.89M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| BlackRock Floating Rate Income Trust (BGT) | $325.09M | 7.75% | 6.65% | 6.19% | 5.29% |
| Isabella Bank Corporation (ISBA)vs › | $299.39M | 8.03% | 7.39% | 8.93% | 8.32% |
| Franklin Universal Trust (FT)vs › | $198.29M | 29.45% | 12.80% | 4.97% | 5.48% |
| DeFi Technologies Inc. (DEFT)vs › | $186.19M | 24.93% | -63.45% | -126.83% | -91.96% |
| The New Germany Fund, Inc. (GF)vs › | $184.74M | 17.19% | 6.88% | -9.68% | -1.05% |
| Blackrock 2037 Municipal Target Term Trust (BMN)vs › | $154.80M | N/A | N/A | N/A | N/A |
| Global X - MSCI Colombia ETF (COLO)vs › | $138.87M | N/A | N/A | N/A | N/A |
| Nuveen Minnesota Quality Municipal Income Fund (NMS)vs › | $73.52M | 8.85% | 1.10% | -2.94% | -0.22% |
| CYBER HORNET S&P 500 and Bitcoin 75/25 Strategy ETF (ZZZ)vs › | $5.89M | N/A | N/A | N/A | N/A |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $657.00M | N/A | N/A | N/A | N/A |
ROE
7.8%
ROA
6.3%
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) |
|---|---|
| 2025-12-31 | 5.50% |
| 2024-12-31 | 7.81% |
| 2023-12-31 | 13.58% |
| 2022-12-31 | -2.14% |
| 2021-12-31 | 6.07% |
| 2020-12-31 | 0.90% |
| 2019-10-31 | 2.79% |
| 2018-10-31 | 3.86% |
| 2017-10-31 | 5.84% |
| 2016-10-31 | 6.47% |
| 2015-10-31 | 2.97% |
| 2014-10-31 | 4.25% |
| 2013-10-31 | 8.86% |
| 2012-10-31 | 11.37% |
