Special Opportunities FundSPE.NValuation Analysis
Based on the blended 10-year P/E and P/B percentiles, the stock currently sits in the “Richly Valued” zone.
As of Oct 16, 2026, Special Opportunities Fund (SPE.N) trades at a P/E of N/A, P/B of 0.75x, P/S of N/A, and a dividend yield of 11.50%.
Longitudinal percentile comparison: P/E historical percentile is still accumulating data over the trailing long-term window (vs. the short-term percentile still accumulating data); P/B sits at the 79th percentile over the trailing 10Y window (vs. 79th percentile over 3Y); P/S historical percentile is still accumulating data over the trailing long-term window (vs. the short-term percentile still accumulating data).
Cross-sectional valuation: its P/B ranks at the 16th percentile within its industry and the 16th percentile across the broader market.
Shareholder return highlight: Total Shareholder Yield is 11.55%, ranking at the 81st percentile over the trailing 20Y window.
Its P/B percentile is roughly the same whether measured against the industry or the broader market. Shareholder returns here are driven almost entirely by cash dividends, with minimal contribution from buybacks. Special Opportunities Fund operates in the other sector. Data refreshes weekly and is for reference only, not investment advice.
Also listed as: NYSE: SPE · SPE
Want the full picture on whether Special Opportunities Fund (SPE.N) is under- or over-valued? See the full 3Y / 5Y / 10Y / 20Y P/E, P/B, P/S, Dividend Yield & Total Shareholder Yield percentile matrix and the interactive ECharts trend chart on this page.
Historical Percentiles by Metric
| Metric | Current | Market Percentile | Industry Percentile | 3Y Pctl | 5Y Pctl | 10Y Pctl | 20Y Pctl |
|---|---|---|---|---|---|---|---|
| P/E (TTM) | N/A | — | — | — | — | — | — |
| P/B (MRQ) | 0.75 | ||||||
| P/S (TTM) | N/A | — | — | — | — | — | — |
| Dividend Yield | 11.50% | ||||||
| Buyback + Div Yield | 11.55% |