Eaton Vance's market value is the price at which a share of Eaton Vance trades on a public exchange. It measures the collective expectations of Eaton Vance Tax Managed investors about its performance. Eaton Vance is trading at 117.60 as of the 28th of January 2026; that is 0.73 percent increase since the beginning of the trading day. The fund's open price was 116.75. With this module, you can estimate the performance of a buy and hold strategy of Eaton Vance Tax Managed and determine expected loss or profit from investing in Eaton Vance over a given investment horizon. Check out Eaton Vance Correlation, Eaton Vance Volatility and Eaton Vance Alpha and Beta module to complement your research on Eaton Vance.
Please note, there is a significant difference between Eaton Vance's value and its price as these two are different measures arrived at by different means. Investors typically determine if Eaton Vance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Eaton Vance's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Eaton Vance 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Eaton Vance's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Eaton Vance.
0.00
10/30/2025
No Change 0.00
0.0
In 3 months and 1 day
01/28/2026
0.00
If you would invest 0.00 in Eaton Vance on October 30, 2025 and sell it all today you would earn a total of 0.00 from holding Eaton Vance Tax Managed or generate 0.0% return on investment in Eaton Vance over 90 days. Eaton Vance is related to or competes with Invesco Convertible, Calamos Dynamic, Fidelity Sai, Columbia Convertible, Franklin Convertible, and Lord Abbett. The fund invests primarily in common stocks of growth companies that are considered by the investment adviser to be high... More
Eaton Vance Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Eaton Vance's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Eaton Vance Tax Managed upside and downside potential and time the market with a certain degree of confidence.
Today, many novice investors tend to focus exclusively on investment returns with little concern for Eaton Vance's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Eaton Vance's standard deviation. In reality, there are many statistical measures that can use Eaton Vance historical prices to predict the future Eaton Vance's volatility.
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Eaton Vance. Your research has to be compared to or analyzed against Eaton Vance's peers to derive any actionable benefits. When done correctly, Eaton Vance's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Eaton Vance Tax.
At this stage we consider Eaton Mutual Fund to be very steady. Eaton Vance Tax secures Sharpe Ratio (or Efficiency) of 0.1, which denotes the fund had a 0.1 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Eaton Vance Tax Managed, which you can use to evaluate the volatility of the entity. Please confirm Eaton Vance's Coefficient Of Variation of 833.34, mean deviation of 0.5841, and Downside Deviation of 0.8473 to check if the risk estimate we provide is consistent with the expected return of 0.091%. The fund shows a Beta (market volatility) of 0.13, 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.
Auto-correlation
-0.26
Weak reverse predictability
Eaton Vance Tax Managed has weak reverse predictability. Overlapping area represents the amount of predictability between Eaton Vance time series from 30th of October 2025 to 14th of December 2025 and 14th of December 2025 to 28th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Eaton Vance Tax price movement. The serial correlation of -0.26 indicates that nearly 26.0% of current Eaton Vance price fluctuation can be explain by its past prices.
Correlation Coefficient
-0.26
Spearman Rank Test
0.37
Residual Average
0.0
Price Variance
4.29
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
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.