The fund's primary investment objective is to provide current income and gains, with a secondary objective of capital appreciation. The group invests in various sectors such as financials, healthcare, consumer discretionary, consumer staples, industrials, energy, utilities, telecommunication services, and materials. Under normal market conditions, the Fund's investment program consists of majorly owning a diversified portfolio of common stocks and employing a variety of options strategies.
We grade stocks based on past performance, their future growth potential, intrinsic value, dividend history, and overall financial health.
The chart below shows how we grade Eaton Vance Risk-Managed (ETJ) across the board compared to its closest peers.
Benzinga Edge stock rankings give you four critical scores to help you identify the strongest and weakest stocks to buy and sell.
1.58
Growth measures a stock's combined historical expansion in earnings and revenue across multiple time periods, with emphasis on both long-term trends and recent performance.
28.89
Momentum measures a stock's relative strength based on its price movement patterns and volatility over multiple timeframes, ranked as a percentile against other stocks.
The two main factors that we consider when analyzing past performance is overall return and volatility
Using these two metrics, we can determine if this stock gave its investors enough return for the risk that they took on by owning it. This is measured by the sharpe ratio, which has been used as a primary measure of risk/reward trade-off for almost 60 years.
This ratio can be interpreted as the amount of return an investor has received for the amount of risk that they took on by owning the stock over that timeframe.
Eaton Vance Risk-Managed (ETJ) sharpe ratio over the past 5 years is -1.1330 which is considered to be below average compared to the peer average of 0.0000
