Eaton Mutual Fund Manager Performance Evaluation

EIFVX Fund  USD 17.32  0.08  0.46%   
The fund shows a Beta (market volatility) of -0.306, which means possible diversification benefits within a given portfolio. Let's try to break down what Eaton's beta means in this case. As returns on the market increase, returns on owning Eaton Vance are expected to decrease at a much lower rate. During the bear market, Eaton Vance is likely to outperform the market. Although it is important to respect Eaton Vance Val historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy towards predicting future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By reviewing Eaton Vance Val technical indicators, you can presently evaluate if the expected return of 0.0117% will be sustainable into the future.

Eaton Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Eaton Vance Val are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Eaton Vance is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low16.83
Fifty Two Week High21.04

Eaton Vance Relative Risk vs. Return Landscape

If you would invest  1,729  in Eaton Vance Val on March 4, 2023 and sell it today you would earn a total of  3.00  from holding Eaton Vance Val or generate 0.17% return on investment over 90 days. Eaton Vance Val is currently producing 0.0117% returns and takes up 0.8932% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Eaton, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon Eaton Vance is expected to generate 1.18 times more return on investment than the market. However, the company is 1.18 times more volatile than its market benchmark. It trades about 0.01 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.08 per unit of risk.

Eaton Vance Current Valuation

Today 17.32
Please note that Eaton Vance's price fluctuation is out of control at this time.
Eaton Vance Val prevailing Real Value cannot be determined due to lack of data. The current price of Eaton Vance Val is $17.32. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Eaton Vance Val from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Our valuation method for Eaton Vance Val is useful when determining the fair value of the Eaton mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Eaton Vance. Since Eaton Vance is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Eaton Mutual Fund. However, Eaton Vance's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
The real value of a stock, also known as the intrinsic value, is the underlying worth of a company that is reflected in its stock price. It is based on the company's financial performance, assets, liabilities, growth prospects, management team, industry conditions, and other relevant factors. The real value of a stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, price-to-book ratio, and other valuation metrics. The real value of a stock may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence the stock's price. It is important to note that the real value of a stock is not a fixed number and may change over time based on changes in the company's performance and other relevant factors.
Real Value
Estimating the potential upside or downside of Eaton Vance Val helps investors to forecast how Eaton mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Eaton Vance more accurately as focusing exclusively on Eaton Vance's fundamentals will not take into account other important factors:
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Eaton Vance Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Eaton Vance's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Eaton Vance Val, and traders can use it to determine the average amount a Eaton Vance's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0131

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Estimated Market Risk

  actual daily
93% of assets are more volatile

Expected Return

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Most of other assets have higher returns

Risk-Adjusted Return

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99% of assets perform better
Based on monthly moving average Eaton Vance is performing at about 1% 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 Vance by adding it to a well-diversified portfolio.

Eaton Vance Fundamentals Growth

Eaton Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Eaton Vance, and Eaton Vance fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Eaton Mutual Fund performance.

About Eaton Vance Performance

To evaluate Eaton Vance Val Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Eaton Vance generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Eaton Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Eaton Vance Val market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Eaton's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests primarily in large-cap companies, but may invest in common stocks of companies of any market capitalization, including smaller companies. Eaton Vance is traded on NASDAQ Exchange in the United States.

Things to note about Eaton Vance Val performance evaluation

Checking the ongoing alerts about Eaton Vance for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Eaton Vance Val help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Eaton Vance Val is unlikely to experience financial distress in the next 2 years
The fund retains 99.85% of its assets under management (AUM) in equities
Evaluating Eaton Vance's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Eaton Vance's mutual fund performance include:
  • Analyzing Eaton Vance's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Eaton Vance's stock is overvalued or undervalued compared to its peers.
  • Examining Eaton Vance's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Eaton Vance's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Eaton Vance's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Eaton Vance's mutual fund. These opinions can provide insight into Eaton Vance's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Eaton Vance's mutual fund performance is not an exact science, and many factors can impact Eaton Vance's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Eaton Vance Val. 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 employment. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.

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When running Eaton Vance's 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 the 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 if Eaton Vance is a good investment 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.