Eaton Vance Risk Fund Manager Performance Evaluation
| ETJ Fund | USD 8.90 0.04 0.45% |
The fund shows a Beta (market volatility) of 0.52, 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
Soft
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Eaton Vance Risk are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. Even with relatively steady basic indicators, Eaton Vance is not utilizing all of its potentials. The newest stock price chaos, may contribute to medium-term losses for the stakeholders.
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Eaton |
Eaton Vance Relative Risk vs. Return Landscape
If you would invest 875.00 in Eaton Vance Risk on November 2, 2025 and sell it today you would earn a total of 15.00 from holding Eaton Vance Risk or generate 1.71% return on investment over 90 days. Eaton Vance Risk is generating 0.0299% of daily returns assuming volatility of 0.6425% on return distribution over 90 days investment horizon. In other words, 5% 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 Risk shows a prevailing Real Value of $8.84 per share. The current price of the fund is $8.9. We determine the value of Eaton Vance Risk from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued funds and dropping overvalued funds since, at some point, fund prices and their ongoing real values will submerge.
Eaton Vance's intrinsic value may or may not be the same as its current market price of 8.90, 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 8.9 | Real 8.84 | Hype 8.9 | Naive 8.88 |
The intrinsic value of Eaton Vance's stock can be calculated using various methods such as discounted cash flow or dividend analysis. That value may differ from its market price, which is determined by factors such as investor sentiment, market trends, headlines, and other external factors that may influence Eaton Vance's stock price.
Estimating the potential upside or downside of Eaton Vance Risk 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 |
| 8.90 | 90 days | 8.90 | nearly 4.21 |
Based on a normal probability distribution, the odds of Eaton Vance to move above the current price in 90 days from now is nearly 4.21 (This Eaton Vance Risk probability density function shows the probability of Eaton Fund to fall within a particular range of prices over 90 days) .
Considering the 90-day investment horizon Eaton Vance has a beta of 0.52 suggesting as returns on the market go up, Eaton Vance average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Eaton Vance Risk will be expected to be much smaller as well. Additionally Eaton Vance Risk has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. 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 Risk. 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 Risk, 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 | -0.0086 | |
β | Beta against Dow Jones | 0.52 | |
σ | Overall volatility | 0.11 | |
Ir | Information ratio | -0.05 |
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 Risk 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: Precision Trading with Eaton Vance Risk-managed Diversified Equity Income Fund Of Beneficial Interest Risk Zones - 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 | 64.07 M | |||
| Price To Earning | 7.12 X | |||
| Earnings Per Share | 1.20 X | |||
| Total Asset | 1.27 B | |||
| Retained Earnings | (203.36 M) | |||
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 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.Things to note about Eaton Vance Risk 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 Risk 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: Precision Trading with Eaton Vance Risk-managed Diversified Equity Income Fund Of Beneficial Interest Risk Zones - 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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