ERSMX:NMF-Eaton Vance Atlanta Cptl SMIDCp Fd Cls R (USD)

FUND | Others |

Last Closing

USD 31.43

Change

-0.31 (-0.98)%

Market Cap

N/A

Volume

N/A

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-14 )

Largest Industry Peers for Others

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XNUVX Nuveen Municipal Value Fd Inc

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ETFs Containing ERSMX

AMUB UBS AG London Branch ELKS.. 5.13 % 0.00 %

+0.09 (+0.66%)

USD 0.08B
MLPR ETRACS Quarterly Pay 1.5X.. 5.13 % 0.00 %

+0.38 (+0.66%)

USD 0.06B
MLPB UBS AG London Branch ELKS.. 0.00 % 0.00 %

+0.11 (+0.66%)

USD 0.24B

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.98% 61% D- 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.98% 61% D- 61% D-
Trailing 12 Months  
Capital Gain 12.33% 77% C+ 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.33% 77% C+ 77% C+
Trailing 5 Years  
Capital Gain -2.54% 42% F 42% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.54% 41% F 41% F
Average Annual (5 Year Horizon)  
Capital Gain 0.08% 43% F 43% F
Dividend Return 0.08% 43% F 43% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 16.54% 46% F 46% F
Risk Adjusted Return 0.49% 42% F 42% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.