Eaton Vance Tax Fund Manager Performance Evaluation

Eaton Vance Relative Risk vs. Return Landscape

If you would invest  2,399  in Eaton Vance Tax on November 27, 2025 and sell it today you would earn a total of  234.00  from holding Eaton Vance Tax or generate 9.75% return on investment over 90 days. Eaton Vance Tax is generating 0.1575% of daily returns assuming volatility of 0.6736% on return distribution over 90 days investment horizon. In other words, 6% of funds are less volatile than Eaton, and above 97% of all equities are expected to generate higher returns over the next 90 days.Considering the 90-day investment horizon Eaton Vance is expected to generate 0.88 times more return on investment than the market. However, the company is 1.13 times less risky than the market. It trades about 0.23 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 per unit of risk.

Eaton Vance Current Valuation

Below is the normalized historical share price chart for Eaton Vance Tax extending back to September 26, 2003. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Eaton Vance stands at 26.33, as last reported on the 25th of February, with the highest price reaching 26.34 and the lowest price hitting 26.04 during the day.

Eaton Vance Target Price Odds to finish over Current Price

Considering the 90-day investment horizon Eaton Vance has a beta of 0.74 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 Tax will be expected to be much smaller as well. Additionally Eaton Vance Tax has an alpha of 0.1176, implying that it can generate a 0.12 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).

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.

Hype Prediction Low Estimated High 25.65 26.33 27.01 Details

Intrinsic Valuation Low Real High 25.16 25.84 26.52 Details

Naive Forecast Low Next High 25.61 26.28 26.96 Details

Bollinger Band Projection (param) Lower Middle Band Upper 20.28 26.19 26.49 Details

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, 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.

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.

Eaton Vance Fundamentals Growth

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.