EVG
Price:
$10.76
Market Cap:
$144.80M
Managed by Eaton Vance Management, this closed-end mutual fund focuses on diversified fixed-income opportunities. It primarily allocates capital within the U.S. fixed income market, constructing its portfolio with a focus on senior, secured floating-rate loans, foreign-currency denominated bank deposits, debt obligations from international governments and corporations, and mortgage-backed securities. The fund diversifies its fixed income holdings across numerous economic sectors. The underlying fixed income assets typically feature an average duration of 1.76 years and an average credit quality of at least BBB-. Performance is measured against the S&P/LSTA Leveraged Loan Index. Formed in the...[Read more]
Industry
Asset Management - Income
IPO Date
2005-02-24
Stock Exchange
NYSE
Ticker
EVG
According to Eaton Vance Short Duration Diversified Income Fund’s latest financial reports and current stock price. The company's current ROE is 9.81%. This represents a change of 60.57% compared to the average of 6.11% of the last 4 quarters.
The mean historical ROE of Eaton Vance Short Duration Diversified Income Fund over the last ten years is 4.56%. The current 9.81% ROE has changed 115.26% with respect to the historical average. Over the past ten years (40 quarters), EVG's ROE was at its highest in in the April 2024 quarter at 9.29%. The ROE was at its lowest in in the April 2020 quarter at -7.82%.
Average
4.56%
Median
6.58%
Minimum
-15.57%
Maximum
14.56%
Discovering the peaks and valleys of Eaton Vance Short Duration Diversified Income Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 120.17%
Maximum Annual ROE = 14.56%
Minimum Annual Increase = -1036.09%
Minimum Annual ROE = -15.57%
| Year | ROE | Change |
|---|---|---|
| 2025 | 9.69% | -33.50% |
| 2024 | 14.56% | 54.81% |
| 2023 | 9.41% | -160.41% |
| 2022 | -15.57% | -240.37% |
| 2021 | 11.09% | -483.60% |
| 2020 | -2.89% | -168.54% |
| 2019 | 4.22% | 120.17% |
| 2018 | 1.92% | -76.47% |
| 2017 | 8.15% | 62.42% |
| 2016 | 5.01% | -1036.09% |
The current ROE of Eaton Vance Short Duration Diversified Income Fund (EVG) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
11.22%
5-year avg
5.84%
10-year avg
4.56%
Eaton Vance Short Duration Diversified Income Fund’s ROE is less than Blackstone / GSO Long-Short Credit Income Fund (5.47%), less than Credit Suisse Asset Management Income Fund, Inc. (5.03%), less than Virtus Stone Harbor Emerging Markets Income Fund (18.10%), less than Morgan Stanley Emerging Markets Debt Fund, Inc. (13.59%), greater than Nuveen Arizona Quality Municipal Income Fund (-5.31%), less than John Hancock Hedged Equity & Income Fund (13.09%), less than The Korea Fund, Inc. (59.76%), greater than Nuveen New York Municipal Value Fund (-2.02%), less than Western Asset Premier Bond Fund (10.24%), greater than Clipper Fund (0%),
| Company | ROE | Market cap |
|---|---|---|
| 5.47% | $138.14M | |
| 5.03% | $135.50M | |
| 18.10% | $181.77M | |
| 13.59% | $148.50M | |
| -5.31% | $161.52M | |
| 13.09% | $137.02M | |
| 59.76% | $332.88M | |
| -2.02% | $164.31M | |
| 10.24% | $125.66M | |
| 0% | $172.25M |
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