Eaton Vance Enhanced Etf Performance
| EOI Etf | USD 18.95 0.16 0.85% |
The etf shows a Beta (market volatility) of 0.51, which means possible diversification benefits within a given portfolio. As returns on the market increase, Eaton Vance's returns are expected to increase less than the market. However, during the bear market, the loss of holding Eaton Vance is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Eaton Vance Enhanced has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest abnormal performance, the Etf's basic indicators remain strong and the recent confusion on Wall Street may also be a sign of long-lasting gains for the Etf traders. ...more
1 | Tax evasion FBR seeks data from different countries - Business Recorder | 01/06/2025 |
2 | Eaton Vance Enhanced Equity Income Fund declares 0.1338 dividend | 02/03/2025 |
3 | Insider Trading | 02/18/2025 |
4 | HK URA Receives 28 EOIs for Shantung Street Project - AASTOCKS.com | 03/06/2025 |
Eaton |
Eaton Vance Relative Risk vs. Return Landscape
If you would invest 2,101 in Eaton Vance Enhanced on December 16, 2024 and sell it today you would lose (206.00) from holding Eaton Vance Enhanced or give up 9.8% of portfolio value over 90 days. Eaton Vance Enhanced is generating negative expected returns assuming volatility of 0.9764% on return distribution over 90 days investment horizon. In other words, 8% of etfs are less volatile than Eaton, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Eaton Vance Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Eaton Vance's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Eaton Vance Enhanced, and traders can use it to determine the average amount a Eaton Vance's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1683
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Estimated Market Risk
| 0.98 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.16 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Eaton Vance is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Eaton Vance by adding Eaton Vance to a well-diversified portfolio.
Eaton Vance Fundamentals Growth
Eaton Etf prices reflect investors' perceptions of the future prospects and financial health of Eaton Vance, and Eaton Vance fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Eaton Etf performance.
| Return On Equity | 10.31 | ||||
| Return On Asset | 0.21 | ||||
| Profit Margin | 696.91 % | ||||
| Operating Margin | 23.12 % | ||||
| Current Valuation | 624.47 M | ||||
| Shares Outstanding | 39.41 M | ||||
| Price To Earning | 9.84 X | ||||
| Price To Book | 1.06 X | ||||
| Price To Sales | 62.93 X | ||||
| Revenue | 10.45 M | ||||
| Book Value Per Share | 15.68 X | ||||
| Earnings Per Share | 1.70 X | ||||
About Eaton Vance Performance
By evaluating Eaton Vance's fundamental ratios, stakeholders can gain valuable insights into Eaton Vance's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Eaton Vance has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Eaton Vance has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Eaton Vance Enhanced Equity Income Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund invests in the stocks of large-cap and mid-cap companies with a focus on investing in companies with above average growth and financial condition against valuation in selecting individual securities. It benchmarks the performance of its portfolio against SP 500 Index. Eaton Vance Enhanced Equity Income Fund was formed on October 29, 2004 and is domiciled in the United States.| Eaton Vance Enhanced generated a negative expected return over the last 90 days | |
| The company has a current ratio of 0.17, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist Eaton Vance until it has trouble settling it off, either with new capital or with free cash flow. So, Eaton Vance's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Eaton Vance Enhanced sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Eaton to invest in growth at high rates of return. When we think about Eaton Vance's use of debt, we should always consider it together with cash and equity. | |
| Latest headline from news.google.com: HK URA Receives 28 EOIs for Shantung Street Project - AASTOCKS.com |
Other Information on Investing in Eaton Etf
Eaton Vance financial ratios help investors to determine whether Eaton Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Eaton with respect to the benefits of owning Eaton Vance security.