Eaton Vance Limited Duration Income Fund

Eaton Vance Limited Duration Income Fundverified

EVV

Price:

$10.31

Market Cap:

$1.20B

Eaton Vance Limited Duration Income Fund is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in the fixed income markets of the United States. It primarily invests in senior, secured floating-rate loans, government agency mortgage-backed securities, and corporate bonds that are rated below investment grade. The fund seeks to maintain an average duration of three and a half years and average quality BBB/BBB- in its investments. It benchmarks the performance of its portfolio against the S&P/LSTA Leveraged Loan Index, the Merrill Lynch U.S. High Yield Index, and the Barclays Capital U.S. Intermediate Government Bond Index. Eaton Vance Limi...[Read more]

Industry

Asset Management - Income

IPO Date

2003-06-11

Stock Exchange

NYSE

Ticker

EVV

The ROE as of September 2024 (TTM) for Eaton Vance Limited Duration Income Fund (EVV) is 27.27%

According to Eaton Vance Limited Duration Income Fund’s latest financial reports and current stock price. The company's current ROE is 27.27%. This represents a change of 289.05% compared to the average of 7.01% of the last 4 quarters.

Eaton Vance Limited Duration Income Fund (EVV) Historical ROE (quarterly & annually)

How has EVV ROE performed in the past?

The mean historical ROE of Eaton Vance Limited Duration Income Fund over the last ten years is 3.09%. The current 27.27% ROE has changed 781.95% with respect to the historical average. Over the past ten years (40 quarters), EVV's ROE was at its highest in in the December 2019 quarter at 28.76%. The ROE was at its lowest in in the June 2020 quarter at -45.76%.

Quarterly (TTM)
Annual

Average

3.09%

Median

3.45%

Minimum

-11.93%

Maximum

19.58%

Eaton Vance Limited Duration Income Fund (EVV) ROE by Quarter and Year

Discovering the peaks and valleys of Eaton Vance Limited Duration 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 = 944.99%

Maximum Annual ROE = 19.58%

Minimum Annual Increase = -654.13%

Minimum Annual ROE = -11.93%

Quarterly (TTM)
Annual
YearROEChange
20249.68%-301.95%
2023-4.79%944.99%
2022-0.46%-102.34%
202119.58%-264.04%
2020-11.93%-450.78%
20193.40%-9.91%
20183.78%-62.16%
20179.98%-654.13%
2016-1.80%-151.60%
20153.49%-31.58%

Eaton Vance Limited Duration Income Fund (EVV) Average ROE

How has EVV ROE performed in the past?

The current ROE of Eaton Vance Limited Duration Income Fund (EVV) 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

1.48%

5-year avg

2.41%

10-year avg

3.09%

Eaton Vance Limited Duration Income Fund (EVV) ROE vs. Peers

How is EVV’s ROE compared to its peers?

Eaton Vance Limited Duration Income Fund’s ROE is less than Eaton Vance Tax-Managed Diversified Equity Income Fund (29.83%), less than Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (24.00%), 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 Nuveen Floating Rate Income Fund (11.59%), greater than Nuveen Senior Income Fund (-4.71%), less than Franklin Limited Duration Income Trust (18.27%), less than Pioneer High Income Fund, Inc. (33.11%), less than Allspring Multi-Sector Income Fund (8.46%), less than Wells Fargo Advantage Funds - Allspring Global Dividend Opportunity Fund (20.64%), less than BNY Mellon High Yield Strategies Fund (19.15%), greater than Allspring Utilities and High Income Fund (-0.20%), less than First Trust MLP and Energy Income Fund (6.32%), less than First Trust High Income Long/Short Fund (8.31%), less than BlackRock Floating Rate Income Strategies Fund, Inc. (20.91%), less than Cohen & Steers Limited Duration Preferred and Income Fund, Inc. (16.51%), less than Eaton Vance Tax-Managed Global Diversified Equity Income Fund (13.35%), less than Eaton Vance Tax-Managed Buy-Write Income Fund (13.67%),

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