Eaton Vance Tax Fund Three Year Return
| ETY Fund | USD 15.13 0.17 1.14% |
Eaton Vance Tax fundamentals help investors to digest information that contributes to Eaton Vance's financial success or failures. It also enables traders to predict the movement of Eaton Fund. The fundamental analysis module provides a way to measure Eaton Vance's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Eaton Vance fund.
Eaton |
Eaton Vance Tax Fund Three Year Return Analysis
Eaton Vance's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Eaton Vance Three Year Return | 11.73 % |
Most of Eaton Vance's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Eaton Vance Tax is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Eaton Vance Tax has a Three Year Return of 11.7267%. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The three year return for all United States funds is notably lower than that of the firm.
Eaton Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Eaton Vance's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the funds which would be a good addition to a portfolio. Peer analysis of Eaton Vance could also be used in its relative valuation, which is a method of valuing Eaton Vance by comparing valuation metrics of similar companies.Eaton Vance is currently under evaluation in three year return among similar funds.
Eaton Fundamentals
| Return On Equity | -1.55 | ||||
| Return On Asset | 0.21 | ||||
| Profit Margin | (105.29) % | ||||
| Operating Margin | 23.19 % | ||||
| Current Valuation | 1.82 B | ||||
| Shares Outstanding | 154.59 M | ||||
| Shares Owned By Institutions | 20.16 % | ||||
| Number Of Shares Shorted | 690.28 K | ||||
| Price To Earning | 16.29 X | ||||
| Price To Book | 1.03 X | ||||
| Price To Sales | 62.82 X | ||||
| Revenue | 29.43 M | ||||
| Gross Profit | 30.01 M | ||||
| Net Income | (30.99 M) | ||||
| Cash And Equivalents | 444 | ||||
| Debt To Equity | 0 % | ||||
| Current Ratio | 0.71 X | ||||
| Book Value Per Share | 11.60 X | ||||
| Short Ratio | 2.40 X | ||||
| Earnings Per Share | 0.73 X | ||||
| Number Of Employees | 16 | ||||
| Beta | 1.08 | ||||
| Market Capitalization | 1.61 B | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 29.94 % | ||||
| One Year Return | 33.50 % | ||||
| Three Year Return | 11.73 % | ||||
| Five Year Return | 13.91 % | ||||
| Last Dividend Paid | 1.11 |
About Eaton Vance Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Eaton Vance Tax's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Eaton Vance using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Eaton Vance Tax based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Eaton Fund
Eaton Vance financial ratios help investors to determine whether Eaton Fund 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.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |