(EVSD) Eaton Vance Short - Performance 6.6% in 12m
EVSD performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
47.28%
#23 in Peer-Group
Rel. Strength
59.75%
#3064 in Stock-Universe
Total Return 12m
6.62%
#9 in Peer-Group
Total Return 5y
6.62%
#35 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 50.84 USD |
| 52 Week Low | 47.54 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 57.01 |
| Buy/Sell Signal +-5 | -0.39 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: EVSD (6.6%) vs TLT (-3.3%)
5y Drawdown (Underwater) Chart
Top Performer in Short-Term Bond
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| NEAR BATS iShares Short Maturity Bond |
0.3% | 6.19% | 18.1% | - | - | - | - | - |
| USTB NASDAQ VictoryShares USAA Core |
0.57% | 6.54% | 17.4% | - | - | - | - | - |
| CGSD NYSE ARCA Capital Short Duration |
0.04% | 5.93% | 14.5% | - | - | - | - | - |
| DCRE NYSE ARCA Doubleline Trust |
0.11% | 6.11% | 14.9% | - | - | - | - | - |
| JPLD BATS J P Morgan Exchange-Traded |
0.15% | 5.83% | 12% | - | - | - | - | - |
| STOT BATS SPDR DoubleLine Short |
0.36% | 5.91% | 12.3% | - | - | - | - | - |
| JSI NYSE ARCA Janus Detroit Street Trust |
0.7% | 7.31% | 13.9% | - | - | - | - | - |
| SPSB NYSE ARCA SPDR Barclays Short Term |
0.45% | 6.21% | 11.5% | - | - | - | - | - |
Performance Comparison: EVSD vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for EVSD
| Total Return (including Dividends) | EVSD | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.51% | -2.19% | 5.78% |
| 3 Months | 0.95% | -7.15% | 2.42% |
| 12 Months | 6.62% | -3.28% | 14.38% |
| 5 Years | 6.62% | -37.47% | 100.76% |
| Trend Score (consistency of price movement) | EVSD | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 80.3% | -63.1% | 68.1% |
| 3 Months | 85.3% | -81.8% | 43% |
| 12 Months | 97.4% | -55.4% | 43.9% |
| 5 Years | 97.4% | -89% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #15 | 2.77% | -4.98% |
| 3 Month | #22 | 8.73% | -1.44% |
| 12 Month | #5 | 12.80% | -3.37% |
| 5 Years | #40 | 12.80% | -3.37% |
FAQs
Does Eaton Vance Short (EVSD) outperform the market?
Yes,
over the last 12 months EVSD made 6.62%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -3.28%.
Over the last 3 months EVSD made 0.95%, while TLT made -7.15%.
Performance Comparison EVSD vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
EVSD vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.6% | -5.3% | 3.5% | -8% |
| US NASDAQ 100 | QQQ | -0.9% | -8% | 0.5% | -10% |
| German DAX 40 | DAX | 0.9% | -2.5% | -17% | -22% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0% | -0.5% | 3.9% | -4% |
| Hongkong Hang Seng | HSI | -2.1% | -8.3% | -11% | -15% |
| India NIFTY 50 | INDA | 1.3% | 1.2% | 4.2% | 7% |
| Brasil Bovespa | EWZ | 1.7% | -2.8% | -10.8% | 6% |
EVSD vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.5% | -3.6% | 0.7% | -16% |
| Consumer Discretionary | XLY | 0.9% | -7.6% | 6.3% | -17% |
| Consumer Staples | XLP | -0.3% | -1.1% | 1.4% | -3% |
| Energy | XLE | -0.8% | -3.3% | 13% | 12% |
| Financial | XLF | -0% | -2.8% | 0.8% | -19% |
| Health Care | XLV | -0.4% | 4.2% | 11.5% | 13% |
| Industrial | XLI | -0.1% | -6.2% | 0.8% | -13% |
| Materials | XLB | -0.4% | -3.6% | 9% | 8% |
| Real Estate | XLRE | -0.6% | 1.1% | 6.7% | -7% |
| Technology | XLK | -1.6% | -9.2% | 2.7% | -6% |
| Utilities | XLU | -0.7% | -3.1% | -1.2% | -12% |
| Aerospace & Defense | XAR | -0.6% | -9.4% | -10.5% | -29% |
| Biotech | XBI | -3.6% | 0.9% | 18.6% | 16% |
| Homebuilder | XHB | 2.4% | 2.5% | 25% | 15% |
| Retail | XRT | -1.2% | -9.9% | 8.8% | 6% |
EVSD vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.6% | -11.6% | 7.17% | 9% |
| Natural Gas | UNG | 0.9% | 6.2% | -25.5% | 17% |
| Gold | GLD | -1.2% | -0.2% | -23.8% | -36% |
| Silver | SLV | -3.8% | -6.1% | -8.3% | -6% |
| Copper | CPER | -2.3% | -3.4% | -13.1% | 1% |
EVSD vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.7% | 2.7% | 9.5% | 10% |
| iShares High Yield Corp. Bond | HYG | -0.1% | -1% | 0.3% | -3% |