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 6.96% is 104% above its 4-year average of 3.41%, near the high end of its 4-year range (-12.51%–10.04%).
As of the fiscal period ended Wednesday, December 31, 2025. 8.00% below its 12-month average of 7.56%.
Annual fiscal-year return on equity; no daily interpolation. Historical series through 2025-12-31.
RETURN ON EQUITY (ROE)
6.96%
RETURN ON EQUITY (ROE) AVG TTM
7.56%
RETURN ON EQUITY (ROE) AVG 3Y
6.50%
RETURN ON EQUITY (ROE) AVG 5Y
3.41%
RETURN ON EQUITY (ROE) AVG 10Y
4.97%
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
-8.00%
CURRENT VS 3Y AVG
+7.08%
CURRENT VS 5Y AVG
+104.35%
CURRENT VS 10Y AVG
+40.15%
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
-48.04%
vs the sector median at left
BlackRock Multi-Sector Income Trust
Market Cap
$640.81M
Return on Equity (ROE)
6.96%
TTM Avg
7.56%
3Y Avg
6.50%
5Y Avg
3.41%
Market Cap
$630.67M
Return on Equity (ROE)
7.58%
TTM Avg
5.21%
3Y Avg
5.83%
5Y Avg
7.95%
Market Cap
$696.62M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$740.89M
Return on Equity (ROE)
10.01%
TTM Avg
2.00%
3Y Avg
7.50%
5Y Avg
9.45%
Market Cap
$312.86M
Return on Equity (ROE)
7.53%
TTM Avg
6.65%
3Y Avg
6.19%
5Y Avg
5.29%
Market Cap
$281.94M
Return on Equity (ROE)
8.03%
TTM Avg
7.39%
3Y Avg
8.93%
5Y Avg
8.32%
Market Cap
$266.32M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.07B
Return on Equity (ROE)
-2.75%
TTM Avg
-2.55%
3Y Avg
2.58%
5Y Avg
8.19%
Market Cap
$195.50M
Return on Equity (ROE)
17.93%
TTM Avg
-63.45%
3Y Avg
-126.83%
5Y Avg
-91.96%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| BlackRock Multi-Sector Income Trust (BIT) | $640.81M | 6.96% | 7.56% | 6.50% | 3.41% |
| Hypoport SE (HYPOF)vs › | $630.67M | 7.58% | 5.21% | 5.83% | 7.95% |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $696.62M | N/A | N/A | N/A | N/A |
| Washington Trust Bancorp, Inc. (WASH)vs › | $740.89M | 10.01% | 2.00% | 7.50% | 9.45% |
| BlackRock Floating Rate Income Trust (BGT)vs › | $312.86M | 7.53% | 6.65% | 6.19% | 5.29% |
| Isabella Bank Corporation (ISBA)vs › | $281.94M | 8.03% | 7.39% | 8.93% | 8.32% |
| Thunder Bridge Capital Partners V L (TBCVU)vs › | $266.32M | N/A | N/A | N/A | N/A |
| Lufax Holding Ltd (LU)vs › | $1.07B | -2.75% | -2.55% | 2.58% | 8.19% |
| DeFi Technologies Inc. (DEFT)vs › | $195.50M | 17.93% | -63.45% | -126.83% | -91.96% |
| Franklin Universal Trust (FT)vs › | $178.19M | 9.04% | 12.80% | 4.97% | 5.48% |
ROE
7.0%
ROA
4.8%
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) |
|---|---|
| 2025-12-31 | 6.96% |
| 2024-12-31 | 8.17% |
| 2023-10-31 | 4.37% |
| 2022-10-31 | -12.51% |
| 2021-10-31 | 10.04% |
| 2020-10-31 | 10.55% |
| 2019-10-31 | -0.74% |
| 2018-10-31 | 1.27% |
| 2017-10-31 | 14.57% |
| 2016-10-31 | 6.98% |
| 2015-10-31 | 2.77% |
| 2014-10-31 | 11.69% |
| 2013-10-31 | 3.71% |
