EATON One Year Return

ETHIX
 Fund
  

USD 3.99  0.01  0.25%   

EATON VANCE HIGH 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 Mutual Fund. 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 mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

EATON One Year Return Analysis

EATON VANCE's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current EATON VANCE One Year Return

    
  (0.14) %  
Most of EATON VANCE's fundamental indicators, such as One 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 HIGH is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Compare to competition

EATON VANCE One Year Return Component Assessment

Based on the recorded statements, EATON VANCE HIGH has an One Year Return of -0.14%. This is much lower than that of the Eaton Vance family and significantly lower than that of the High Yield Bond category. The one year return for all United States funds is notably higher than that of the company.

EATON One 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 One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds 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 currently under evaluation in one year return among similar funds.

Fund Asset Allocation for EATON VANCE

The fund consists of 88.43% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.
   Value   
       Instrument Type  

EATON Fundamentals

About EATON VANCE Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze EATON VANCE HIGH's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of EATON VANCE using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of EATON VANCE HIGH based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The investment seeks to provide a high level of current income growth of capital is a secondary investment objective. Eaton Vance is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards EATON VANCE in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, EATON VANCE's short interest history, or implied volatility extrapolated from EATON VANCE options trading.

Pair Trading with EATON VANCE

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if EATON VANCE position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in EATON VANCE will appreciate offsetting losses from the drop in the long position's value.

Moving together with EATON VANCE

+0.63VZVerizon Communications TrendingPairCorr
The ability to find closely correlated positions to EATON VANCE could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace EATON VANCE when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back EATON VANCE - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling EATON VANCE HIGH to buy it.
The correlation of EATON VANCE is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as EATON VANCE moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if EATON VANCE HIGH moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for EATON VANCE can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Continue to EATON VANCE Piotroski F Score and EATON VANCE Altman Z Score analysis. You can also try Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

Complementary Tools for analysis

When running EATON VANCE HIGH 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 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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Please note, there is a significant difference between EATON VANCE's value and its price as these two are different measures arrived at by different means. Investors typically determine EATON VANCE value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, EATON VANCE's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.