Eaton Vance Limited Fund Manager Performance Evaluation
| EVV Fund | USD 9.51 0.12 1.28% |
The fund shows a Beta (market volatility) of -0.0642, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Eaton Vance are expected to decrease at a much lower rate. During the bear market, Eaton Vance is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Eaton Vance Limited has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly stable basic indicators, Eaton Vance is not utilizing all of its potentials. The recent stock price fuss, may contribute to near-short-term losses for the sophisticated investors.
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| Expense Ratio | 1.1200 |
Eaton |
Eaton Vance Relative Risk vs. Return Landscape
If you would invest 954.00 in Eaton Vance Limited on February 2, 2024 and sell it today you would lose (3.00) from holding Eaton Vance Limited or give up 0.31% of portfolio value over 90 days. Eaton Vance Limited is generating negative expected returns assuming volatility of 0.6645% 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 Limited shows a prevailing Real Value of $9.52 per share. The current price of the fund is $9.51. We determine the value of Eaton Vance Limited from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise buying undervalued funds and disposing overvalued funds since, at some point, fund prices and their ongoing real values will submerge.
Our valuation method for Eaton Vance Limited 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 9.51 | Real 9.52 | Hype 9.51 | Naive 9.57 |
The real value of Eaton Fund, also known as its intrinsic value, is the underlying worth of Eaton Vance Limited 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 Limited 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 Limited, 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 = -0.0044
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| Negative Returns | EVV |
Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 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 | -0.44 | |||
| Return On Asset | 2.12 | |||
| Profit Margin | (7.42) % | |||
| Operating Margin | 81.22 % | |||
| Current Valuation | 1.87 B | |||
| Shares Outstanding | 116.17 M | |||
| Price To Earning | 3.60 X | |||
| Price To Book | 0.78 X | |||
| Price To Sales | 11.82 X | |||
| Revenue | 101.64 M | |||
| Cash And Equivalents | 7.62 M | |||
| Cash Per Share | 0.07 X | |||
| Total Debt | 578.12 M | |||
| Debt To Equity | 0.35 % | |||
| Book Value Per Share | 13.19 X | |||
| Cash Flow From Operations | 87.37 M | |||
| Earnings Per Share | (0.07) X | |||
| Total Asset | 2.37 B | |||
| Retained Earnings | (723.75 M) | |||
About Eaton Vance Performance
To evaluate Eaton Vance Limited 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 Limited 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 Limited Duration Income Fund is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. Eaton Vance Limited Duration Income Fund was formed on May 30, 2003 and is domiciled in the United States. Eaton Vance is traded on NYSEMKT Exchange in the United States.Things to note about Eaton Vance Limited 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 Limited help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Eaton Vance Limited generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Objective longshort Report - 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.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Eaton Vance Limited. Also, note that the market value of any fund could be tightly coupled with the direction of predictive economic indicators such as signals in real. You can also try the Price Transformation module to use Price Transformation models to analyze the depth of different equity instruments across global markets.