Eaton Vance Enhanced Equity Income Fund II

Eaton Vance Enhanced Equity Income Fund IIverified

EOS

Price:

$24.97

Market Cap:

$1.31B

Eaton Vance Enhanced Equity Income Fund II is a closed-ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in growth stocks of mid-cap and large-cap companies. It generates current earnings from option premiums by selling covered call options on a substantial portion of its portfolio. The fund benchmarks the performance of its portfolio against the Russell 1000 Growth Index, the CBOE S&P 500 BuyWrite Index, and the CBOE NASDAQ-100 BuyWrite Index. Eaton Vance Enhanced Equity Income Fund II was formed...[Read more]

Industry

Asset Management - Income

IPO Date

2005-01-27

Stock Exchange

NYSE

Ticker

EOS

The ROE as of December 2024 (TTM) for Eaton Vance Enhanced Equity Income Fund II (EOS) is 26.04%

According to Eaton Vance Enhanced Equity Income Fund II’s latest financial reports and current stock price. The company's current ROE is 26.04%. This represents a change of 134.96% compared to the average of 11.08% of the last 4 quarters.

Eaton Vance Enhanced Equity Income Fund II (EOS) Historical ROE (quarterly & annually)

How has EOS ROE performed in the past?

The mean historical ROE of Eaton Vance Enhanced Equity Income Fund II over the last ten years is 8.70%. The current 26.04% ROE has changed 199.20% with respect to the historical average. Over the past ten years (40 quarters), EOS's ROE was at its highest in in the June 2023 quarter at 19.06%. The ROE was at its lowest in in the December 2008 quarter at -36.36%.

Quarterly (TTM)
Annual

Average

8.70%

Median

12.92%

Minimum

-39.95%

Maximum

27.11%

Eaton Vance Enhanced Equity Income Fund II (EOS) ROE by Quarter and Year

Discovering the peaks and valleys of Eaton Vance Enhanced Equity Income Fund II 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 = 3.47%

Maximum Annual ROE = 27.11%

Minimum Annual Increase = -349.03%

Minimum Annual ROE = -39.95%

Quarterly (TTM)
Annual
YearROEChange
202327.11%-167.86%
2022-39.95%-349.03%
202116.04%-28.36%
202022.39%-0.18%
201922.43%3.47%
20180.63%-96.86%
201720.02%799.40%
20162.23%-64.91%
20156.34%-35.20%
20149.79%-57.52%

Eaton Vance Enhanced Equity Income Fund II (EOS) Average ROE

How has EOS ROE performed in the past?

The current ROE of Eaton Vance Enhanced Equity Income Fund II (EOS) 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

1.07%

5-year avg

9.61%

10-year avg

8.70%

Eaton Vance Enhanced Equity Income Fund II (EOS) ROE vs. Peers

How is EOS’s ROE compared to its peers?

Eaton Vance Enhanced Equity Income Fund II’s ROE is less than Columbia Seligman Premium Technology Growth Fund (22.69%), less than BlackRock Utilities, Infrastructure & Power Opportunities Trust (3.25%), greater than BlackRock Health Sciences Trust II (0%), less than BlackRock Science and Technology Trust (21.03%), greater than BlackRock Health Sciences Trust (0%), less than BlackRock Enhanced Capital and Income Fund, Inc. (30.61%), less than Cohen & Steers Infrastructure Fund, Inc (5.68%), less than Eaton Vance Tax-Managed Buy-Write Income Fund (13.67%), less than Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (13.08%), less than Eaton Vance Tax-Managed Diversified Equity Income Fund (20.91%), less than Eaton Vance Tax-Managed Buy-Write Opportunities Fund (30.38%), less than Eaton Vance Risk-Managed Diversified Equity Income Fund (18.34%), less than Eaton Vance Limited Duration Income Fund (19.02%), less than Eaton Vance Tax-Managed Global Diversified Equity Income Fund (13.35%),

Build a custom stock screener for Eaton Vance Enhanced Equity Income Fund II (EOS) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Eaton Vance Enhanced Equity Income Fund II using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Custom stock screener in Wisesheets

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

Eaton Vance Enhanced Equity Income Fund II (EOS) and other stocks custom spreadsheet templates

The easiest way to analyze a company like Eaton Vance Enhanced Equity Income Fund II or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Custom stock templates in Wisesheets

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.

Frequently asked questions❓

What is the ROE?

How can you use the ROE?

What is Eaton Vance Enhanced Equity Income Fund II's ROE?

How is the ROE calculated for Eaton Vance Enhanced Equity Income Fund II (EOS)?

What is the highest ROE for Eaton Vance Enhanced Equity Income Fund II (EOS)?

What is the 3-year average ROE for Eaton Vance Enhanced Equity Income Fund II (EOS)?

What is the 5-year average ROE for Eaton Vance Enhanced Equity Income Fund II (EOS)?

How does the current ROE for Eaton Vance Enhanced Equity Income Fund II (EOS) compare to its historical average?