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Eaton performance

 
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Eaton Vance Floating

Fund@NASDAQ Stock Exchange 
United States USD
     
Use Eaton Vance FloatingRate Advantage B performance together with your fund portfolios to protect against small markets fluctuations and to determine Fund optimization strategy that fits your criteria.  Suggest Portfolio
Investment horizon: 
  30 Days    Login   to change

Relative Risk vs. Return Landscape

If you would invest  1,127  in Eaton Vance FloatingRate Advantage B on April 25, 2013 and sell it today you would earn a total of  2.00  from holding Eaton Vance FloatingRate Advantage B or generate 0.18% return on investment over 30 days. Eaton Vance FloatingRate Advantage B is currently producing 0.01% returns and takes up 0.04% volatility of returns over 30 trading days. Put another way, 0% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
Daily Expected Return (%)
 
Change Benchmark   Risk [Daily Volatility] (%)
Assuming 30 trading days horizon, Eaton Vance FloatingRate Advantage B is expected to generate 18.0 times less return on investment than the market. But when comparing it to its historical volatility, the company is 14.25 times less risky than the market. It trades about 0.25 of its potential returns per unit of risk. The S&P 500 is currently generating roughly 0.32 of returns per unit of risk over similar time horizon.

Eaton Realized Returns

Eaton Annual Yield vs Year to Date Return

Eaton Vance FloatingRate Advantage B is one of the top funds in annual yield among similar funds. It is one of the top funds in year to date return among similar funds creating about  0.47  of Year to Date Return per Annual Yield. The ratio of Annual Yield to Year to Date Return for Eaton Vance FloatingRate Advantage B is roughly  2.13 
Eaton
Performance
11
Out Of
100
Over 30
Days
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1 Month Efficiency (a.k Sharpe Ratio) ...

0.22

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Based on monthly moving average Eaton is performing at about 11% 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 by adding it to a well-diversified portfolio.
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