Eaton vance tax-managed buy-write opportunities fund ETV.US Value Analysis
US StockFinancials
(No presentation for ETV)
ETV Value Score
3
24
15
Limited Growth
- AI analysis rates ETV with a lower value score of 2.
- It is mainly due to unstable operating cash flow, along with potential higher debt.
- Over the past 3 months, ETV has maintained a consecutive value rating of 2.0, higher than the rating of 0.3 over the past 3 years, indicating increasing opportunities for enterprise value growth.
- Compared to all stocks in the Financials sector, ETV has a medium value rating.
ETV Value Reference Factors
The Value score is derived from various data and factor information, integrated through AI algorithms. The following factors are part of the evaluation used by AI value scores.
Update to 2024/11/22 (Weekly Update)
ETV Financial Forecast
Unit : USD
Update to 2025/5/13 (Quarterly Update)
ETV Earnings Table
No related data records
ETV Historical Value Score
You can use historical scores of 3 or above to observe potential performance and make investment decisions.
ETV Value Strategy Backtest
The following backtest is based on specified rules since 2007. Price chart shows buy/sell time, cumulative returns, and backtesting statistics.
Entry
Exit
The Backtest Result of ETV from 2007/01 till Now
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- Cumulative Return
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- Annual Return
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- Volatility
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- Sharpe Ratio
Statistics data for entering at or above a Value score of 4 and exiting at or below a Value score of 2 from January, 2007 to May, 2025. (Total Trades: 0)
| ETV | Sector | US Overall Market | |
|---|---|---|---|
| Wining Rate | - | 60% | 54% |
| Avg Return | - | 54% | 75% |
| Avg Profit | - | 104.9% | 167.9% |
| Avg Loss | - | -21.9% | -34.5% |
| Avg Risk-Reward Ratio | - | 479.7% | 486.6% |
Update to 2025/5/14 (Daily Update)