(EVSD) Eaton Vance Short Duration - Ratings and Ratios
Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • • Short-Term Bond
EVSD: Government Securities, Corporate Bonds, Mortgage-Backed Securities
The Eaton Vance Short Duration Income ETF (NASDAQ: EVSD) is designed to deliver income and preserve capital through a diversified portfolio of U.S. dollar-denominated fixed-income securities. Under normal market conditions, the fund maintains an average duration of approximately three years or less, aligning with its short-term bond strategy. Its primary holdings include U.S. government securities, corporate bonds, and mortgage- and asset-backed securities, providing exposure to a broad range of fixed-income markets while managing interest rate sensitivity. This approach is tailored for investors seeking stable returns with lower volatility in rising or falling interest rate environments.
As of the latest data, the fund has an average volume of 43,613 shares over the past 20 days, with a last price of $50.83. Its short-term moving averages (SMA 20: $50.69) suggest slight upward momentum, while the SMA 50 ($50.45) and SMA 200 ($49.78) indicate a longer-term bullish trend. The Average True Range (ATR) of 0.16 reflects low price volatility, signaling stability in trading activity. With assets under management (AUM) of $257.28 million, the fund maintains a moderate scale, balancing liquidity with diversification across its portfolio.
3-Month Forecast: - Technical Outlook: The funds price is expected to remain stable, trading within a narrow range near $50.80, supported by its SMA 50 and SMA 200. The low ATR suggests minimal price fluctuations, with potential resistance at $51.00 and support at $50.40. - Fundamental Outlook: The funds moderate AUM and diversified portfolio suggest continued stability. With short-duration exposure, it is well-positioned to navigate potential rate changes, maintaining its appeal for income-focused investors seeking low volatility.Additional Sources for EVSD ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
EVSD ETF Overview
Market Cap in USD | 263m |
Category | Short-Term Bond |
TER | 0.24% |
IPO / Inception | 1992-03-31 |
EVSD ETF Ratings
Growth 5y | 44.9% |
Fundamental | - |
Dividend | 20.7% |
Rel. Strength Industry | 5.73 |
Analysts | - |
Fair Price Momentum | 49.37 USD |
Fair Price DCF | - |
EVSD Dividends
Dividend Yield 12m | 3.32% |
Yield on Cost 5y | 3.47% |
Annual Growth 5y | -62.92% |
Payout Consistency | 100.0% |
EVSD Growth Ratios
Growth Correlation 3m | 94% |
Growth Correlation 12m | 95.1% |
Growth Correlation 5y | 95.1% |
CAGR 5y | 5.41% |
CAGR/Max DD 5y | 6.26 |
Sharpe Ratio 12m | -1.61 |
Alpha | 1.07 |
Beta | 0.03 |
Volatility | 2.19% |
Current Volume | 1.3k |
Average Volume 20d | 29.1k |
As of March 14, 2025, the stock is trading at USD 50.82 with a total of 1,304 shares traded.
Over the past week, the price has changed by -0.14%, over one month by +0.72%, over three months by +1.62% and over the past year by +5.41%.
Partly, yes. Based on ValueRay Analyses, Eaton Vance Short Duration (NASDAQ:EVSD) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 44.89 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EVSD as of March 2025 is 49.37. This means that EVSD is currently overvalued and has a potential downside of -2.85%.
Eaton Vance Short Duration has no consensus analysts rating.
According to ValueRays Forecast Model, EVSD Eaton Vance Short Duration will be worth about 53.3 in March 2026. The stock is currently trading at 50.82. This means that the stock has a potential upside of +4.92%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 53.3 | 4.9% |