Eaton Vance Buy or Sell Recommendation

Macroaxis provides Eaton Vance Global Small Cap A buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Eaton Vance positions. The advice algorithm takes into account all of Eaton Vance Global Small Cap A available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from Eaton Vance buy-and-hold prospective. Additionally see Eaton Vance Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus

Investment Horizon


Risk Tolerance

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Eaton Vance Global Small Cap A -- USA Fund  

USD 15.14  0.04  0.26%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Eaton Vance Global Small Cap A is 'Cautious Hold'.
For the selected time horizon Eaton Vance Global Small Cap A has a mean deviation of 0.235, standard deviation of 0.2862, variance of 0.0819, downside variance of 0.0868, semi variance of (0.085887) and expected short fall of (0.3)
This buy or sell advice tool can be used to cross verify current analyst consensus on Eaton Vance Global and to analyze the fund potential to grow in the current economic cycle. Use Eaton Vance Global Five Year Return and Equity Positions Weight to make sure your buy or sell decision on Eaton Vance Global is adequate.

Returns Distribution Density

Mean Return0.12Value At Risk-0.3294
Potential Upside0.5984Standard Deviation0.2862
 Return Density 

Eaton Vance Greeks

Alpha over DOW
βBeta against DOW=0.47
Overall volatility
 IrInformation ratio =0.27

Eaton Vance Volatility Alert

Eaton Vance Global Small Cap A exhibits very low volatility with skewness of -0.14 and kurtosis of -0.49. However, we advise investors to further study Eaton Vance Global Small Cap A technical indicators to make sure all market info is available and is reliable.
 Better Than Average     
 Worse Than Average Compare Eaton Vance to competition
FundamentalsEaton VancePeer Average
Price to Earning20.21 times7.6 times
Price to Book2.11 times1.04 times
Price to Sales1.32 times1.03 times
One Year Return(4.19) % 2.3 %
Three Year Return16.49 % 3.97 %
Five Year Return0.65 % 1.27 %
Ten Year Return6.08 % 1.17 %
Net Asset18.84 M1.37 B
Minimum Initial Investment1 K8.09 M
Last Dividend Paid0.141.05
Cash Position Weight1.54 % 14.48 %
Equity Positions Weight95.68 % 40.68 %
Cautious Hold


Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Currently Unavailable

Piotroski F Score

Currently Unavailable

Financial Leverage

Risk Adjusted Performance0.1104
Market Risk Adjusted Performance0.2334
Mean Deviation0.235
Downside Deviation0.2946
Coefficient Of Variation246.73
Standard Deviation0.2862
Information Ratio(0.27)
Jensen Alpha0.019
Total Risk Alpha(0.08765)
Sortino Ratio(0.26)
Treynor Ratio0.2234
Maximum Drawdown1.07
Value At Risk(0.33)
Potential Upside0.5984
Downside Variance0.0868
Semi Variance(0.085887)
Expected Short fall(0.3)