Eaton Vance Etf Five Year Return
Eaton Vance fundamentals help investors to digest information that contributes to Eaton Vance's financial success or failures. It also enables traders to predict the movement of Eaton Etf. The fundamental analysis module provides a way to measure Eaton Vance's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Eaton Vance etf.
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Eaton Vance ETF Five Year Return Analysis
Eaton Vance's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Eaton Vance Five Year Return | 4.92 % |
Most of Eaton Vance's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Eaton Vance is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, Eaton Vance has a Five Year Return of 4.92%. This is much higher than that of the Eaton Vance family and significantly higher than that of the World Allocation category. The five year return for all United States etfs is notably lower than that of the firm.
Eaton Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Eaton Vance's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of Eaton Vance could also be used in its relative valuation, which is a method of valuing Eaton Vance by comparing valuation metrics of similar companies.Eaton Vance is rated below average in five year return as compared to similar ETFs.
Fund Asset Allocation for Eaton Vance
The fund invests 58.1% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (11.34%) and various exotic instruments.Asset allocation divides Eaton Vance's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Eaton Fundamentals
| Number Of Employees | 421 | |||
| Total Asset | 950.42 K | |||
| One Year Return | (15.28) % | |||
| Three Year Return | 4.12 % | |||
| Five Year Return | 4.92 % | |||
| Net Asset | 950.42 K | |||
| Last Dividend Paid | 0.025 | |||
| Equity Positions Weight | 58.10 % | |||
| Bond Positions Weight | 11.34 % |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
Other Tools for Eaton Etf
When running Eaton Vance's price analysis, check to measure Eaton Vance's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Eaton Vance is operating at the current time. Most of Eaton Vance's value examination focuses on studying past and present price action to predict the probability of Eaton Vance's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Eaton Vance's price. Additionally, you may evaluate how the addition of Eaton Vance to your portfolios can decrease your overall portfolio volatility.
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