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ETV: Eaton Vance Tax-Managed Buy-Write Opp (CEF)
Basic Info 12.6 0.03(0.24%) March 30
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 06/28/2005 |
| Last Dividend Date: | 03/21/2023 |
| 12-Mo. Yield | 8.08% |
| Expenses | - |
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Performance Analytics (As of 03/29/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | 7.0 | -5.0 | 15.9 | 8.7 | 10.5 | 9.9 | 8.6 | -12.3 | 21.6 | 13.2 | 21.3 | -4.3 | 13.0 | 6.2 | 18.9 | 9.9 | 23.9 | 18.3 | -0.0 | -2.9 | 70.8 | -30.9 | -8.0 | 26.7 | -6.7 |
| SR | NA | 1.55 | -0.35 | 1.06 | 0.31 | 0.5 | NA | 0.36 | -0.56 | 2.03 | 0.31 | 1.66 | -0.36 | 1.81 | 0.38 | 1.2 | 0.72 | 2.39 | 1.64 | 0.0 | -0.15 | 2.15 | -0.73 | -0.64 | 2.21 | -1.25 |
| DD(%) | NA | 5.7 | 18.5 | 18.5 | 42.3 | 42.3 | NA | 52.1 | 18.5 | 3.1 | 42.3 | 10.8 | 21.3 | 3.0 | 13.1 | 12.9 | 13.7 | 6.0 | 10.2 | 19.3 | 13.5 | 25.9 | 49.7 | 18.3 | 7.2 | 12.0 |
| SD(%) | NA | 15.5 | 23.1 | 20.6 | 24.0 | 19.3 | NA | 21.4 | 24.4 | 10.6 | 42.3 | 12.0 | 15.7 | 6.8 | 15.6 | 15.8 | 13.6 | 10.0 | 11.2 | 20.4 | 19.7 | 32.9 | 43.4 | 17.1 | 10.7 | 12.0 |
| TR | NA | 0.44 | -0.15 | 0.46 | 0.13 | 0.17 | NA | 0.11 | -0.26 | 0.94 | 0.14 | 0.59 | -0.11 | 0.32 | 0.09 | 0.29 | 0.16 | 0.38 | 0.34 | 0.0 | -0.04 | 0.67 | -0.34 | -0.2 | 0.81 | 20.49 |
| Alpha(%) | NA | -0.01 | 0.02 | 0.05 | 0.0 | 0.01 | NA | 0.01 | 0.05 | 0.05 | -0.1 | 0.02 | -0.02 | 0.0 | 0.03 | 0.05 | 0.01 | 0.01 | 0.03 | 0.0 | -0.04 | 0.1 | 0.04 | -0.06 | 0.08 | -0.06 |
| Beta(%) | NA | 0.54 | 0.55 | 0.47 | 0.57 | 0.58 | NA | 0.67 | 0.52 | 0.23 | 0.91 | 0.34 | 0.51 | 0.39 | 0.67 | 0.66 | 0.62 | 0.63 | 0.54 | 0.67 | 0.76 | 1.06 | 0.93 | 0.55 | 0.29 | -0.01 |
| RS | NA | 0.69 | 0.64 | 0.49 | 0.48 | 0.47 | NA | 0.5 | 0.63 | 0.33 | 0.6 | 0.25 | 0.47 | 0.24 | 0.4 | 0.46 | 0.39 | 0.58 | 0.49 | 0.77 | 0.54 | 0.63 | 0.63 | 0.28 | 0.13 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/2005
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Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income) 0.87% (98%)
- EOS (Eaton Vance Enhanced Equity Income II) 1.32% (98%)
- ETJ (Eaton Vance Risk-Mgd Divers Eq Inc) 1.95% (98%)
- ETV (Eaton Vance Tax-Managed Buy-Write Opp) 0.24% (98%)
- GAM (General American Investors) 0.71% (98%)
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- JCE (Nuveen Core Equity Alpha) 1.26% (97%)
- FXBY (Foxby Corp Common) 0.0% (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) 1.32% (22%)
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