Eaton Vance Enhanced Etf Performance
| EOS Etf | USD 23.69 0.46 1.90% |
The etf shows a Beta (market volatility) of 0.89, which means possible diversification benefits within a given portfolio. Eaton Vance returns are very sensitive to returns on the market. As the market goes up or down, Eaton Vance is expected to follow.
Risk-Adjusted Performance
Very Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Eaton Vance Enhanced are ranked lower than 31 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively conflicting basic indicators, Eaton Vance unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | Which ASX All Ords stock is jumping 14 percent on big counter-drone news | 05/19/2025 |
2 | ASX 200 Stock ASXEOS Gains Momentum Amid Steady Sector Forecasts | 05/21/2025 |
3 | Eos Energy Plunges 16.6 percent on CFO Departure - AInvest | 05/29/2025 |
4 | Eaton Vance Enhanced Equity Income Fund II declares 0.1523 dividend | 06/03/2025 |
5 | Edison Issues Report on Electro Optic Systems | 06/10/2025 |
6 | Dividend Information on Eaton Vance Enhanced Equity Income Fund II Essential Insights Before Jun 16, 2025, Ex-Dividend Date - AInvest | 06/16/2025 |
7 | ASX defence shares lift amid NATO Summit decision to turbocharge spending to 5 percent GDP | 06/26/2025 |
8 | EOS Self Reported Market Capitalization Tops 888.65 Million | 06/30/2025 |
9 | Closing Bell ASX smashes previous closing record, up 0.7pc | 07/15/2025 |
| Expense Ratio | 1.0900 |
Eaton Vance Relative Risk vs. Return Landscape
If you would invest 1,883 in Eaton Vance Enhanced on April 21, 2025 and sell it today you would earn a total of 486.00 from holding Eaton Vance Enhanced or generate 25.81% return on investment over 90 days. Eaton Vance Enhanced is generating 0.3694% of daily returns assuming volatility of 0.9382% on return distribution over 90 days investment horizon. In other words, 8% of etfs are less volatile than Eaton, and above 93% 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 = 0.3937
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | EOS | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.94 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.37 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.39 actual daily | 31 69% of assets perform better |
Based on monthly moving average Eaton Vance is performing at about 31% 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 | -26.12 | ||||
| Return On Asset | -0.17 | ||||
| Operating Margin | (31.62) % | ||||
| Current Valuation | 856.36 M | ||||
| Shares Outstanding | 50.84 M | ||||
| Price To Earning | 3.70 X | ||||
| Price To Book | 0.83 X | ||||
| Price To Sales | 98.91 X | ||||
| Revenue | 9.02 M | ||||
| Cash And Equivalents | 33.41 K | ||||
| Total Debt | 852.13 K | ||||
| Debt To Equity | 0 % | ||||
| Book Value Per Share | 21.20 X | ||||
| Earnings Per Share | 4.75 X | ||||
About Eaton Vance Performance
Assessing Eaton Vance's fundamental ratios provides investors with valuable insights into Eaton Vance's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Eaton Vance is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Eaton Vance Enhanced Equity Income Fund II is a closed-ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in growth stocks of mid-cap and large-cap companies. It generates current earnings from option premiums by selling covered call options on a substantial portion of its portfolio. The fund benchmarks the performance of its portfolio against the Russell 1000 Growth Index, the CBOE SP 500 BuyWrite Index, and the CBOE NASDAQ-100 BuyWrite Index. Eaton Vance Enhanced Equity Income Fund II was formed on January 31, 2005 and is domiciled in the United States.| Eaton is showing solid risk-adjusted performance over 90 days | |
| Eaton Vance Enhanced has 852.13 K in debt with debt to equity (D/E) ratio of 0.0, which may show that the company is not taking advantage of profits from borrowing. Eaton Vance Enhanced has a current ratio of 0.22, 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. | |
| The entity reported the last year's revenue of 9.02 M. Reported Net Loss for the year was (262.73 M) with profit before taxes, overhead, and interest of 8.24 M. | |
| Latest headline from stockhead.com.au: Closing Bell ASX smashes previous closing record, up 0.7pc |
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.