Eaton Vance Limited Fund Manager Performance Evaluation
| EVV Fund | USD 9.95 0.03 0.30% |
The fund shows a Beta (market volatility) of 0.0075, 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
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Eaton Vance Limited are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly stable basic indicators, Eaton Vance is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors.
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Eaton Vance Relative Risk vs. Return Landscape
If you would invest 974.00 in Eaton Vance Limited on November 18, 2025 and sell it today you would earn a total of 21.00 from holding Eaton Vance Limited or generate 2.16% return on investment over 90 days. Eaton Vance Limited is generating 0.0355% of daily returns assuming volatility of 0.3399% on return distribution over 90 days investment horizon. In other words, 3% of funds 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 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 Limited shows a prevailing Real Value of $9.92 per share. The current price of the fund is $9.95. We determine the value of Eaton Vance Limited from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise buying undervalued funds and disposing overvalued funds since, at some point, fund prices and their ongoing real values will submerge.
The fair value of the Eaton fund is determined by what a typical buyer is willing to pay for full or partial control of Eaton Vance Limited. Since Eaton Vance is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Eaton 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 9.95 | Real 9.92 | Hype 9.95 |
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 Limited helps investors to forecast how Eaton 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 Target Price Odds to finish over Current Price
The tendency of Eaton Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 9.95 | 90 days | 9.95 | roughly 2.33 |
Based on a normal probability distribution, the odds of Eaton Vance to move above the current price in 90 days from now is roughly 2.33 (This Eaton Vance Limited probability density function shows the probability of Eaton Fund to fall within a particular range of prices over 90 days) .
Eaton Vance Price Density |
| Price |
Predictive Modules for Eaton Vance
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Eaton Vance Limited. Regardless of method or technology, however, to accurately forecast the fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Eaton Vance's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Eaton Vance Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Eaton Vance is not an exception. The market had few large corrections towards the Eaton Vance's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Eaton Vance Limited, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Eaton Vance within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.03 | |
β | Beta against Dow Jones | 0.01 | |
σ | Overall volatility | 0.06 | |
Ir | Information ratio | -0.1 |
Eaton Vance Fundamentals Growth
Eaton 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 Fund performance.
| Return On Equity | -0.44 | ||||
| Return On Asset | 2.12 | ||||
| Profit Margin | (7.42) % | ||||
| Operating Margin | 81.22 % | ||||
| Current Valuation | 1.87 B | ||||
| Shares Outstanding | 116.17 M | ||||
| Price To Earning | 3.60 X | ||||
| Price To Book | 0.78 X | ||||
| Price To Sales | 11.82 X | ||||
| Revenue | 101.64 M | ||||
| Cash And Equivalents | 7.62 M | ||||
| Cash Per Share | 0.07 X | ||||
| Total Debt | 578.12 M | ||||
| Debt To Equity | 0.35 % | ||||
| Book Value Per Share | 13.19 X | ||||
| Cash Flow From Operations | 87.37 M | ||||
| Earnings Per Share | (0.07) X | ||||
| Total Asset | 2.37 B | ||||
| Retained Earnings | (723.75 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.
Eaton Vance Limited Duration Income Fund is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. Eaton Vance Limited Duration Income Fund was formed on May 30, 2003 and is domiciled in the United States. Eaton Vance is traded on NYSEMKT Exchange in the United States.Things to note about Eaton Vance Limited performance evaluation
Checking the ongoing alerts about Eaton Vance for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Eaton Vance Limited 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 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 Fund's leadership.
- Pay attention to analyst opinions and ratings of Eaton Vance's 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 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.
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