Eaton Vance Tax Managed Fund Manager Performance Evaluation
| EXG Fund | USD 9.67 0.07 0.72% |
The fund shows a Beta (market volatility) of 0.64, which means possible diversification benefits within a given portfolio. 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
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Eaton Vance Tax Managed are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. Despite nearly weak basic indicators, Eaton Vance may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more1 | Responsive Playbooks and the EXG Inflection - news.stocktradersdaily.com | 12/19/2025 |
2 | Income ETF PCEF Sees Index Rebalancing What Changed - ETF Trends | 01/05/2026 |
3 | Price Dynamics and Execution-Aware Positioning - Stock Traders Daily | 02/02/2026 |
Eaton |
Eaton Vance Relative Risk vs. Return Landscape
If you would invest 892.00 in Eaton Vance Tax Managed on November 6, 2025 and sell it today you would earn a total of 75.00 from holding Eaton Vance Tax Managed or generate 8.41% return on investment over 90 days. Eaton Vance Tax Managed is generating 0.1374% of daily returns assuming volatility of 0.7514% on return distribution over 90 days investment horizon. In other words, 6% of funds are less volatile than Eaton, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Eaton Vance Current Valuation
Undervalued
Today
Please note that Eaton Vance's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Eaton Vance Tax shows a prevailing Real Value of $10.31 per share. The current price of the fund is $9.67. We determine the value of Eaton Vance Tax from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise locking in 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 Tax Managed. 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 9.67 | Real 10.31 | Hype 9.67 | Naive 9.71 |
The real value of Eaton Fund, also known as its intrinsic value, is the underlying worth of Eaton Vance Tax Fund, which is reflected in its stock price. It is based on Eaton Vance's financial performance, growth prospects, management team, or industry conditions. 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, or news.
Estimating the potential upside or downside of Eaton Vance Tax Managed 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 |
| 9.67 | 90 days | 9.67 | about 8.39 |
Based on a normal probability distribution, the odds of Eaton Vance to move above the current price in 90 days from now is about 8.39 (This Eaton Vance Tax Managed 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 Tax. 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 Tax Managed, 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 | 0.07 | |
β | Beta against Dow Jones | 0.64 | |
σ | Overall volatility | 0.29 | |
Ir | Information ratio | 0.07 |
Eaton Vance Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Eaton Vance for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Eaton Vance Tax can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: as a Liquidity Pulse for Institutional Tactics - Stock Traders Daily |
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.
| Shares Outstanding | 304.49 M | |||
| Price To Earning | 2.55 X | |||
| Earnings Per Share | 3.03 X | |||
| Total Asset | 3.91 B | |||
| Retained Earnings | (1.61 B) | |||
About Eaton Vance Performance
By analyzing Eaton Vance's fundamental ratios, stakeholders can gain valuable insights into Eaton Vance's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. 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.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund is a closed-ended equity mutual fund launched and managed by Eaton Vance Management. It invests in public equity markets across the globe. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in dividend paying stocks of companies. The fund also invests through derivatives. It also writes call options on one or more U.S. and foreign indices with respect to a portion of the value of its common stock portfolio. The fund benchmarks the performance of its portfolio against the MSCI World Index. Eaton Vance Tax-Managed Global Diversified Equity Income Fund was formed on February 27, 2007 and is domiciled in the United States.Things to note about Eaton Vance Tax 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 Tax help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: as a Liquidity Pulse for Institutional Tactics - Stock Traders Daily |
- 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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