Eaton Vance Mbf Fund Manager Performance Evaluation
| EIM Fund | USD 9.94 0.04 0.40% |
The fund shows a Beta (market volatility) of 0.31, 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
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Eaton Vance Mbf has generated negative risk-adjusted returns adding no value to fund investors. In spite of very healthy forward indicators, Eaton Vance is not utilizing all of its potentials. The newest stock price disarray, may contribute to short-term losses for the investors.
...more1 | Short Interest in Eaton Vance Municipal Bond Fund Expands By 16.5 percent - AmericanBankingNEWS | 02/16/2024 |
2 | Eaton Vance Municipal Bond Fund Sees Large Increase in Short Interest - Defense World | 04/15/2024 |
| Expense Ratio Date | 1st of January 2020 | |
| Expense Ratio | 1.0900 |
Eaton |
Eaton Vance Relative Risk vs. Return Landscape
If you would invest 993.00 in Eaton Vance Mbf on January 30, 2024 and sell it today you would earn a total of 1.00 from holding Eaton Vance Mbf or generate 0.1% return on investment over 90 days. Eaton Vance Mbf is generating 0.0029% of daily returns assuming volatility of 0.5068% on return distribution over 90 days investment horizon. In other words, 4% 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 Mbf shows a prevailing Real Value of $9.99 per share. The current price of the fund is $9.94. We determine the value of Eaton Vance Mbf from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise obtaining undervalued funds and abandoning overvalued funds since, at some point, fund prices and their ongoing real values will submerge.
Our valuation method for Eaton Vance Mbf is useful when determining the fair value of the Eaton fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Eaton Vance. Since Eaton Vance is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Eaton Fund. However, Eaton Vance's intrinsic value may or may not be the same as its current market price, 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 9.94 | Real 9.99 | Hype 9.94 | Naive 10.02 |
The real value of Eaton Fund, also known as its intrinsic value, is the underlying worth of Eaton Vance Mbf Fund, which is reflected in its stock price. It is based on Eaton Vance's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Eaton Vance's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Eaton Vance's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Eaton Vance Mbf 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 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 funds, such as Eaton Vance Mbf, 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 = 0.0056
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EIM |
Estimated Market Risk
| 0.51 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Eaton Vance is not performing at its full potential. However, 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 Eaton Vance to a well-diversified portfolio.
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.
| Return On Equity | -6.96 | |||
| Return On Asset | 1.68 | |||
| Profit Margin | (120.06) % | |||
| Operating Margin | 80.54 % | |||
| Current Valuation | 1.33 B | |||
| Shares Outstanding | 71.95 M | |||
| Price To Earning | 15.58 X | |||
| Price To Book | 0.72 X | |||
| Price To Sales | 13.18 X | |||
| Revenue | 55.37 M | |||
| Cash And Equivalents | 13.9 M | |||
| Cash Per Share | 0.19 X | |||
| Total Debt | 656.67 M | |||
| Debt To Equity | 0.73 % | |||
| Book Value Per Share | 14.05 X | |||
| Cash Flow From Operations | 71.67 M | |||
| Earnings Per Share | 0.65 X | |||
| Total Asset | 19.72 M | |||
About Eaton Vance Performance
To evaluate Eaton Vance Mbf Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Eaton Vance generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Eaton Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Eaton Vance Mbf market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Eaton's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Eaton Vance Municipal Bond Fund is a closed ended fixed income mutual fund launched and managed by Eaton Vance Management. Eaton Vance Municipal Bond Fund was founded in 2002 and is based in Boston, Massachusetts. Eaton Vance is traded on NYSEMKT Exchange in the United States.Things to note about Eaton Vance Mbf 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 Mbf 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: Eaton Vance Municipal Bond Fund Sees Large Increase in Short Interest - Defense World | |
| The fund generated three year return of -4.0% | |
| Eaton Vance Mbf retains all of the assets under management (AUM) in different types of exotic instruments |
- 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.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Eaton Vance Mbf. Also, note that the market value of any fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.