Eaton Vance Small Cap Fund Price on September 23, 2021
| ERSGX Fund | USD 13.16 0.01 0.08% |
Below is the normalized historical share price chart for Eaton Vance Small Cap extending back to August 04, 2009. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Eaton Vance stands at 13.16, as last reported on the 19th of April, with the highest price reaching 13.16 and the lowest price hitting 13.16 during the day.
If you're considering investing in Eaton Mutual Fund, it is important to understand the factors that can impact its price. Eaton Vance Small secures Sharpe Ratio (or Efficiency) of -0.0052, which denotes the fund had a -0.0052% return per unit of risk over the last 3 months. Eaton Vance Small Cap exposes twenty-eight different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Eaton Vance's Downside Deviation of 1.15, mean deviation of 0.7215, and Coefficient Of Variation of 3804.86 to check the risk estimate we provide.
Eaton Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Eaton |
Sharpe Ratio = -0.0052
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| Negative Returns | ERSGX |
Estimated Market Risk
| 0.98 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Eaton Vance is not performing at its full potential. However, 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 Vance by adding Eaton Vance to a well-diversified portfolio.
Eaton Vance Valuation on September 23, 2021
It is possible to determine the worth of Eaton Vance on a given historical date. On September 23, 2021 Eaton was worth 13.91 at the beginning of the trading date compared to the closed value of 13.41. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Eaton Vance mutual fund. Still, in general, we apply an absolute valuation method to find Eaton Vance's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Eaton Vance where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Eaton Vance's related companies.
| Open | High | Low | Close | Volume | |
04/04/2022 | 13.91 | 13.91 | 13.41 | 13.41 | 1.00 |
| 13.70 | 13.70 | 13.20 | 13.20 | 1.00 |
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Eaton Vance Trading Date Momentum on September 23, 2021
The event impact on price volatility cannot be determined at this time. Please check this event after some time to allow current data to be analyzed.Eaton Vance Small Fundamentals Correlations and Trends
By evaluating Eaton Vance's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Eaton Vance's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Eaton financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Eaton Vance Mutual Fund history
Eaton Vance investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Eaton is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Eaton Vance Small will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Eaton Vance stock prices may prove useful in developing a viable investing in Eaton Vance
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of small-cap companies. The portfolio managers consider small-cap companies to be companies having a market capitalization that falls within or below the range of companies in the current Russell 2000 Index, or below the three-year average maximum market cap of companies in the Russell 2000 Index as of December 31 of the three preceding years.
Eaton Vance Mutual Fund Technical Analysis
Eaton Vance technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Eaton Vance Period Price Range
Low | April 4, 2022
| High |
13.91 | 13.41 |
Eaton Vance April 19, 2024 Market Strength
Market strength indicators help investors to evaluate how Eaton Vance mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Eaton Vance shares will generate the highest return on investment. By undertsting and applying Eaton Vance mutual fund market strength indicators, traders can identify Eaton Vance Small Cap entry and exit signals to maximize returns
Eaton Vance Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Eaton Vance's price direction in advance. Along with the technical and fundamental analysis of Eaton Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Eaton to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0199 | |||
| Jensen Alpha | (0.06) | |||
| Total Risk Alpha | (0.08) | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | 0.0114 |
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Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Eaton Vance Small Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Eaton Vance Small information on this page should be used as a complementary analysis to other Eaton Vance's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.