Eaton Vance Financials
| EVCGX Fund | USD 14.08 0.32 2.33% |
Eaton |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Eaton Vance Fund Summary
Eaton Vance competes with Columbia Greater, Guinness Atkinson, Aberdeen China, and Eaton Vance. Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of companies located in the China region . It invests primarily in common stocks of companies that, in the opinion of the investment sub-adviser, will benefit from the economic development and growth of the Peoples Republic of China. The fund may invest 25 percent or more of its total assets in securities in any one country in the China region. It may invest up to 20 percent of its net assets outside the China region. The fund is non-diversified.Specialization | China Region, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Eaton Vance Growth |
| Mutual Fund Family | Eaton Vance |
| Mutual Fund Category | China Region |
| Benchmark | Dow Jones Industrial |
| Phone | 800 262 1122 |
| Currency | USD - US Dollar |
Eaton Vance Key Financial Ratios
Eaton Financial Ratios 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 Greater is rated # 2 fund in price to earning among similar funds. It is rated # 3 fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Eaton Vance Greater is roughly 8.14 . 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.Eaton Vance Greater Systematic Risk
Eaton Vance's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Eaton Vance volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Eaton Vance Greater correlated with the market. If Beta is less than 0 Eaton Vance generally moves in the opposite direction as compared to the market. If Eaton Vance Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Eaton Vance Greater is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Eaton Vance is generally in the same direction as the market. If Beta > 1 Eaton Vance moves generally in the same direction as, but more than the movement of the benchmark.
Eaton Vance November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Eaton Vance help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Eaton Vance Greater. We use our internally-developed statistical techniques to arrive at the intrinsic value of Eaton Vance Greater based on widely used predictive technical indicators. In general, we focus on analyzing Eaton Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Eaton Vance's daily price indicators and compare them against related drivers.
| Downside Deviation | 2.19 | |||
| Information Ratio | 0.0077 | |||
| Maximum Drawdown | 16.99 | |||
| Value At Risk | (2.57) | |||
| Potential Upside | 4.44 |
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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