Eaton Vance Balanced Fund Manager Performance Evaluation
| ECIFX Fund | USD 12.67 0.06 0.47% |
The fund shows a Beta (market volatility) of 0.11, which means not very significant fluctuations relative to the market. 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
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Eaton Vance Balanced are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Eaton Vance is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.7300 |
Eaton |
Eaton Vance Relative Risk vs. Return Landscape
If you would invest 1,217 in Eaton Vance Balanced on September 12, 2024 and sell it today you would earn a total of 50.00 from holding Eaton Vance Balanced or generate 4.11% return on investment over 90 days. Eaton Vance Balanced is currently producing 0.0651% returns and takes up 0.4783% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Eaton, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Eaton Vance Current Valuation
Fairly Valued
Today
Please note that Eaton Vance's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Eaton Vance Balanced shows a prevailing Real Value of $12.62 per share. The current price of the fund is $12.67. We determine the value of Eaton Vance Balanced from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Eaton Vance is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Eaton Mutual Fund. However, Eaton Vance's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 12.67 | Real 12.62 | Hype 12.67 | Naive 12.73 |
The intrinsic value of Eaton Vance's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Eaton Vance's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Eaton Vance Balanced helps investors to forecast how Eaton mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Eaton Vance more accurately as focusing exclusively on Eaton Vance's fundamentals will not take into account other important factors: 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 mutual funds, such as Eaton Vance Balanced, 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 = 0.136
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | ECIFX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Eaton Vance is performing at about 10% of its full potential. 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 it to a well-diversified portfolio.
Eaton Vance Fundamentals Growth
Eaton Mutual Fund 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 Mutual Fund performance.
| Price To Earning | 17.96 X | |||
| Price To Book | 2.76 X | |||
| Price To Sales | 1.73 X | |||
| Total Asset | 171.71 M | |||
About Eaton Vance Performance
Evaluating Eaton Vance's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. 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.
The fund seeks to achieve its investment objective and strategies primarily by allocating assets between common stocks and fixed-income securities through investment of substantially all of its assets in two other registered investment companies managed by Eaton Vance Management or its affiliates . Under normal market conditions, the fund invests between 50 percent and 75 percent of its net assets in equity securities by investing in Stock Portfolio and between 25 percent and 50 percent of its net assets in fixed-income securities by investing in Core Bond Portfolio.Things to note about Eaton Vance Balanced performance evaluation
Checking the ongoing alerts about Eaton Vance for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Eaton Vance Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Eaton Vance's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Eaton Vance's mutual fund performance include:- Analyzing Eaton Vance's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Eaton Vance's stock is overvalued or undervalued compared to its peers.
- Examining Eaton Vance's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Eaton Vance's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Eaton Vance's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Eaton Vance's mutual fund. These opinions can provide insight into Eaton Vance's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |