Eaton Vance Risk-Managed Diversified Equity Income Fund

Eaton Vance Risk-Managed Diversified Equity Income Fundverified

ETJ

Price:

$9.24

Market Cap:

$607.29M

Eaton Vance Risk-Managed Diversified Equity Income Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in the public equity markets of the United States. It primarily invests in common stocks and purchases out-of-the-money, short-dated S&P 500 index put options and sells out-of-the-money S&P 500 Index call options of the same term as the put options with roll dates that are staggered across the options portfolio. The fund invests in stocks of companies operating across diversified sectors. It benchmarks the performance of its portfolio against the S&P 500 Index and the Barclays U.S. Aggregate Bond Index. Eaton Vance Risk-Managed Diversif...[Read more]

Industry

Asset Management - Income

IPO Date

2007-07-27

Stock Exchange

NYSE

Ticker

ETJ

The ROE as of November 2024 (TTM) for Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) is 18.34%

According to Eaton Vance Risk-Managed Diversified Equity Income Fund’s latest financial reports and current stock price. The company's current ROE is 18.34%. This represents a change of 142.73% compared to the average of 7.56% of the last 4 quarters.

Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) Historical ROE (quarterly & annually)

How has ETJ ROE performed in the past?

The mean historical ROE of Eaton Vance Risk-Managed Diversified Equity Income Fund over the last ten years is 4.95%. The current 18.34% ROE has changed 270.66% with respect to the historical average. Over the past ten years (40 quarters), ETJ's ROE was at its highest in in the June 2024 quarter at 14.34%. The ROE was at its lowest in in the December 2018 quarter at -3.01%.

Quarterly (TTM)
Annual

Average

4.95%

Median

6.86%

Minimum

-18.77%

Maximum

16.39%

Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) ROE by Quarter and Year

Discovering the peaks and valleys of Eaton Vance Risk-Managed Diversified Equity Income Fund 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 = 18.32%

Maximum Annual ROE = 16.39%

Minimum Annual Increase = -1972.94%

Minimum Annual ROE = -18.77%

Quarterly (TTM)
Annual
YearROEChange
202314.07%-174.95%
2022-18.77%-264.77%
202111.39%-30.47%
202016.39%18.32%
201913.85%-669.47%
2018-2.43%-123.45%
201710.37%-1972.94%
2016-0.55%-130.25%
20151.83%-45.33%
20143.35%-77.40%

Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) Average ROE

How has ETJ ROE performed in the past?

The current ROE of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) 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

2.23%

5-year avg

7.39%

10-year avg

4.95%

Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) ROE vs. Peers

How is ETJ’s ROE compared to its peers?

Eaton Vance Risk-Managed Diversified Equity Income Fund’s ROE is less than Eaton Vance Tax-Managed Buy-Write Income Fund (13.67%), less than Eaton Vance Tax-Managed Buy-Write Opportunities Fund (30.38%), less than Eaton Vance Tax-Managed Global Diversified Equity Income Fund (13.35%), less than Eaton Vance Tax-Managed Diversified Equity Income Fund (20.91%), less than Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (13.08%), greater than BlackRock MuniHoldings Fund, Inc. (-1.67%), greater than DTF Tax-Free Income 2028 Term Fund Inc. (-1.35%), less than Eaton Vance Floating-Rate Income Trust (19.51%), less than Eaton Vance Limited Duration Income Fund (19.02%),

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