Relative Risk vs. Return Landscape
If you would invest 920 in Eaton Vance Floating Rate C on April 19, 2013 and sell it today you would earn a total of 2.00 from holding Eaton Vance Floating Rate C or generate 0.22% return on investment over 30 days. Eaton Vance Floating Rate C is currently producing 0.01% returns and takes up 0.05% 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. Assuming 30 trading days horizon, Eaton Vance Floating Rate C is expected to generate 33.0 times less return on investment than the market. But when comparing it to its historical volatility, the company is 11.0 times less risky than the market. It trades about 0.2 of its potential returns per unit of risk. The S&P 500 is currently generating roughly 0.6 of returns per unit of risk over similar time horizon.
Eaton Realized Returns
Eaton Annual Yield vs Year to Date Return
Eaton Vance Floating Rate C is rated # 5 fund in annual yield among similar funds. It is rated # 5 fund in year to date return among similar funds creating about 0.49 of Year to Date Return per Annual Yield. The ratio of Annual Yield to Year to Date Return for Eaton Vance Floating Rate C is roughly 2.03
89% of all equities and portfolios perform better than Eaton Vance Floating Rate C. Compared with the overall equity markets, risk-adjusted returns on investments in Eaton Vance Floating Rate C are ranked lower than 11 (%) of all global equities and portfolios over the last 30 days.
Estimated Market Risk
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