Eaton Vance Risk Fund Fundamentals
| ETJ Fund | USD 9.24 0.03 0.33% |
Eaton Vance Risk fundamentals help investors to digest information that contributes to Eaton Vance's financial success or failures. It also enables traders to predict the movement of Eaton Fund. The fundamental analysis module provides a way to measure Eaton Vance's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Eaton Vance fund.
Eaton |
Eaton Vance Risk Fund Year To Date Return Analysis
Eaton Vance's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Eaton Vance Year To Date Return | 22.89 % |
Most of Eaton Vance's fundamental indicators, such as Year To Date 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 Risk is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
According to the company's disclosures, Eaton Vance Risk has a Year To Date Return of 22.8882%. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The year to date return for all United States funds is notably lower than that of the firm.
Eaton Vance Risk 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 Risk is one of the top funds in price to earning among similar funds. It also is one of the top funds in beta among similar funds totaling about 0.11 of Beta per Price To Earning. The ratio of Price To Earning to Beta for Eaton Vance Risk is roughly 9.49 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Eaton Vance by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Eaton Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Eaton Vance's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the funds which would be a good addition to a portfolio. Peer analysis of Eaton Vance could also be used in its relative valuation, which is a method of valuing Eaton Vance by comparing valuation metrics of similar companies.Eaton Vance is currently under evaluation in year to date return among similar funds.
Eaton Fundamentals
| Shares Outstanding | 64.07 M | |||
| Shares Owned By Insiders | 0.01 % | |||
| Shares Owned By Institutions | 16.14 % | |||
| Number Of Shares Shorted | 971.14 K | |||
| Price To Earning | 7.12 X | |||
| Short Ratio | 6.57 X | |||
| Earnings Per Share | 1.20 X | |||
| Number Of Employees | 14 | |||
| Beta | 0.75 | |||
| Market Capitalization | 615.4 M | |||
| Total Asset | 1.27 B | |||
| Retained Earnings | (203.36 M) | |||
| Annual Yield | 0.02 % | |||
| Year To Date Return | 22.89 % | |||
| One Year Return | 25.92 % | |||
| Three Year Return | 6.82 % | |||
| Five Year Return | 10.68 % | |||
| Last Dividend Paid | 0.91 |
About Eaton Vance Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Eaton Vance Risk's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Eaton Vance using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Eaton Vance Risk based on its fundamental data. In general, a quantitative approach, as applied to this fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Eaton Vance Risk-Managed Diversified Equity Income Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in the public equity markets of the United States. It primarily invests in common stocks and purchases out-of-the-money, short-dated SP 500 index put options and sells out-of-the-money SP 500 Index call options of the same term as the put options with roll dates that are staggered across the options portfolio. The fund invests in stocks of companies operating across diversified sectors. It benchmarks the performance of its portfolio against the SP 500 Index and the Barclays U.S. Aggregate Bond Index. Eaton Vance Risk-Managed Diversified Equity Income Fund was formed on July 31, 2007 and is domiciled in the United States.
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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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