Eaton Vance Enhanced Etf Performance
| EOI Etf | USD 21.53 0.06 0.28% |
The etf shows a Beta (market volatility) of 0.53, 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
18 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Eaton Vance Enhanced are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. Despite fairly abnormal basic indicators, Eaton Vance demonstrated solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | 4 UBI VIEW - FOR SALE BY EXPRESSION OF INTEREST - Yahoo Finance | 09/25/2024 |
2 | Insider Trading | 10/11/2024 |
| Expense Ratio | 1.1000 |
Eaton |
Eaton Vance Relative Risk vs. Return Landscape
If you would invest 1,892 in Eaton Vance Enhanced on August 28, 2024 and sell it today you would earn a total of 261.00 from holding Eaton Vance Enhanced or generate 13.79% return on investment over 90 days. Eaton Vance Enhanced is generating 0.2058% of daily returns assuming volatility of 0.8629% on return distribution over 90 days investment horizon. In other words, 7% of etfs are less volatile than Eaton, and above 96% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
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 etfs, such as Eaton Vance Enhanced, 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 = 0.2385
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Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 18 82% of assets perform better |
Based on monthly moving average Eaton Vance is performing at about 18% 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 Etf 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 Etf performance.
| Return On Equity | 10.31 | ||||
| Return On Asset | 0.21 | ||||
| Profit Margin | 696.91 % | ||||
| Operating Margin | 23.12 % | ||||
| Current Valuation | 624.47 M | ||||
| Shares Outstanding | 39.41 M | ||||
| Price To Earning | 9.84 X | ||||
| Price To Book | 1.06 X | ||||
| Price To Sales | 62.93 X | ||||
| Revenue | 10.45 M | ||||
| Book Value Per Share | 15.68 X | ||||
| Earnings Per Share | 1.70 X | ||||
About Eaton Vance Performance
By evaluating 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. Please also refer to our technical analysis and fundamental analysis pages.
Eaton Vance Enhanced 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 seeks to invest in stocks of companies operating across diversified sectors. The fund invests in the stocks of large-cap and mid-cap companies with a focus on investing in companies with above average growth and financial condition against valuation in selecting individual securities. It benchmarks the performance of its portfolio against SP 500 Index. Eaton Vance Enhanced Equity Income Fund was formed on October 29, 2004 and is domiciled in the United States.| The company has a current ratio of 0.17, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist Eaton Vance until it has trouble settling it off, either with new capital or with free cash flow. So, Eaton Vance's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Eaton Vance Enhanced sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Eaton to invest in growth at high rates of return. When we think about Eaton Vance's use of debt, we should always consider it together with cash and equity. |
Other Information on Investing in Eaton Etf
Eaton Vance financial ratios help investors to determine whether Eaton Etf 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.