Overview Performance Dividends Holdings Peer Group Options

(EVG) Eaton Vance Short - Performance 8.6% in 12m

EVG performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 59.77%
#2 in Peer-Group
Rel. Strength 54.34%
#3467 in Stock-Universe
Total Return 12m 8.63%
#14 in Peer-Group
Total Return 5y 50.45%
#4 in Peer-Group
P/E Value
P/E Trailing -
P/E Forward -
High / Low USD
52 Week High 10.98 USD
52 Week Low 9.90 USD
Sentiment Value
VRO Trend Strength +-100 49.86
Buy/Sell Signal +-5 -0.83
Support / Resistance Levels
Support
Resistance
12m Total Return: EVG (8.6%) vs TLT (-3.9%)
Total Return of Eaton Vance Short versus its related sector ETF TLT
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (EVG) Eaton Vance Short - Performance 8.6% in 12m

Top Performer in Multisector Bond

Short Term Performance

Symbol 1w 1m 3m
EVG -0.85% 1.15% 0.68%
JLS 0.79% 2.62% 1.55%
EVV -0.57% 2.05% 2.34%
VGI -0.90% 2.10% 1.93%

Long Term Performance

Symbol 6m 12m 5y
EVG 3.38% 8.63% 50.5%
VGI 6.93% 16.3% 24.4%
EVV 6.96% 12.1% 46.8%
JLS 8.07% 13.0% 39.9%

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
EVG NYSE
Eaton Vance Short Duration		 1.15% 8.63% 50.5% - - - - -
GOF NYSE
Guggenheim Strategic		 0.68% 14% 69.4% - - - - -
JLS NYSE
Nuveen Mortgage Opportunity		 2.62% 13% 39.9% - - - - -
PHK NYSE
PIMCO High Income Fund		 -0.04% 11.4% 55.1% - - - - -
EVV NYSE MKT
Eaton Vance Duration IF		 2.05% 12.1% 46.8% - - - - -
PDI NYSE
PIMCO Dynamic Income Fund		 -0.11% 13.9% 41.6% - - - - -
TSI NYSE
TCW Strategic Income		 0.41% 12.9% 24% - - - - -
PFL NYSE
Pimco Income Strategy		 0.37% 13.8% 42.7% - - - - -

Performance Comparison: EVG vs TLT vs S&P 500

TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for EVG
Total Return (including Dividends) EVG TLT S&P 500
1 Month 1.15% 1.07% 0.44%
3 Months 0.68% -3.92% 5.66%
12 Months 8.63% -3.89% 10.61%
5 Years 50.45% -38.74% 105.96%

Trend Score (consistency of price movement) EVG TLT S&P 500
1 Month 92.1% 77.3% 83%
3 Months 25.5% -70.8% 77.5%
12 Months 73.7% -63.7% 43.1%
5 Years 65.6% -88.8% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. TLT vs. S&P 500
1 Month #6 0.08% 0.71%
3 Month #9 4.78% -4.72%
12 Month #13 13.03% -1.79%
5 Years #3 145.57% -26.95%

FAQs

Does Eaton Vance Short (EVG) outperform the market?

Yes, over the last 12 months EVG made 8.63%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -3.89%. Over the last 3 months EVG made 0.68%, while TLT made -3.92%.

Performance Comparison EVG vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

EVG vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 0.2% 0.7% 0.8% -2%
US NASDAQ 100 QQQ 0% -0.2% 0.2% -2%
German DAX 40 DAX 1% 3.7% -12.8% -19%
Shanghai Shenzhen CSI 300 CSI 300 0.2% 1.5% 3.1% -5%
Hongkong Hang Seng HSI 0.6% -2.7% -15.9% -19%
India NIFTY 50 INDA 1% 3% 3.3% 10%
Brasil Bovespa EWZ -2.5% -0.4% -21.9% -2%

EVG vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -0.7% -0.4% -3.4% -15%
Consumer Discretionary XLY 0.7% 4.3% 10.8% -9%
Consumer Staples XLP 1% 3.4% 1.1% 2%
Energy XLE -2.6% -3.3% -4.1% 8%
Financial XLF 0.7% 3.9% -2.5% -14%
Health Care XLV 1.8% 2% 4.8% 16%
Industrial XLI 0.3% 2.6% -5% -8%
Materials XLB 0.7% 1.5% -0.6% 10%
Real Estate XLRE 0.1% 1.8% -2.9% -4%
Technology XLK -0.5% -1.9% -0.9% 2%
Utilities XLU 0.8% 3.5% -5.4% -10%
Aerospace & Defense XAR 0.1% -3.1% -17.6% -32%
Biotech XBI 1.2% -2.5% 11.3% 17%
Homebuilder XHB 2.8% 7.7% 13.8% 18%
Retail XRT 0.3% 1.1% 7.4% 6%

EVG vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -10.5% -18.9% -9.92% 5%
Natural Gas UNG -13.4% -14.4% -14% 14%
Gold GLD -0.2% -3% -26.1% -34%
Silver SLV -1.5% -11.9% -22.1% -10%
Copper CPER -1.2% -3.2% -15.6% 1%

EVG vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -0.3% 0.1% 2.9% 13%
iShares High Yield Corp. Bond HYG -0.8% 0.5% -1% -1%