Eaton Vance Financial Statements From 2010 to 2024

EALDX Fund  USD 7.18  0.01  0.14%   
Eaton Vance financial statements provide useful quarterly and yearly information to potential Eaton Vance Short investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Eaton Vance financial statements helps investors assess Eaton Vance's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Eaton Vance's valuation are summarized below:
Eaton Vance Short does not presently have any fundamental signals for analysis.
Check Eaton Vance financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Eaton Vance's main balance sheet or income statement drivers, such as , as well as many indicators such as . Eaton financial statements analysis is a perfect complement when working with Eaton Vance Valuation or Volatility modules.
  
This module can also supplement various Eaton Vance Technical models . Check out the analysis of Eaton Vance Correlation against competitors.

Eaton Vance Short Mutual 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.

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Current Eaton Vance Three Year Return

    
  0.99 %  
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 Short 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 Short has a Three Year Return of 0.9888%. This is much higher than that of the Eaton Vance family and significantly higher than that of the Short Government category. The three year return for all United States funds is notably lower than that of the firm.

Eaton Vance Short Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Eaton Vance's current stock value. Our valuation model uses many indicators to compare Eaton Vance value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Eaton Vance competition to find correlations between indicators driving Eaton Vance's intrinsic value. More Info.
Eaton Vance Short is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about  1,018  of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Eaton Vance's earnings, one of the primary drivers of an investment's value.

About Eaton Vance Financial Statements

Eaton Vance investors use historical fundamental indicators, such as Eaton Vance's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Eaton Vance. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 90 percent of its net assets in any securities issued, backed or otherwise guaranteed by the U.S. government or its agencies or instrumentalities. Eaton Vance is traded on NASDAQ Exchange in the United States.

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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 Mutual Fund

Eaton Vance financial ratios help investors to determine whether Eaton Mutual 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.
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