EVG
Eaton Vance Short Duration Diversified Income Fund
1W: +1.1%
1M: -4.5%
3M: -5.7%
YTD: -6.1%
1Y: -7.9%
3Y: +19.4%
5Y: +8.6%
$10.04
+0.11 (+1.11%)
Weekly Expected Move ±1.5%
$10
$10
$10
$10
$10
Portfolio Health Summary
IS Overall Score
12.3
★★★★★
Altman Z-Score
-2.06
Distress
Weight Coverage
0%
of portfolio analyzed
Holdings Matched
1
with fundamental data
InsiderStreet Scorecard
★★★★★
12.3
Top Holdings: Score Breakdown
Risk & Quality Signals
Altman Z-Score
-2.06
Distress Zone (<1.81)
Piotroski F-Score
3.0 / 9
Weak
Beneish M-Score
-3.28
Unlikely Manipulator
Credit Score
—
Earnings Quality
26.1 / 100
Portfolio Valuation
P/E
—
P/B
—
P/S
0.10x
EV/EBITDA
15.68x
EV/Revenue
1.04x
P/FCF
9.09x
P/OCF
2.04x
PEG
—
Earnings Yield
—
FCF Yield
11.00%
OCF Yield
48.92%
Median P/E
-0.31x
Growth & Shareholder Returns
Year-over-Year Growth
Revenue
-3.5%
Net Income
-14.7%
EPS
-8.5%
FCF
-51.4%
EBITDA
-48.2%
Op. Income
—
Compound Growth Rates
Rev CAGR 3Y
-4.3%
Rev CAGR 5Y
—
EPS CAGR 3Y
—
EPS CAGR 5Y
—
FCF CAGR 3Y
—
FCF CAGR 5Y
—
EBITDA CAGR 3Y
—
EBITDA CAGR 5Y
—
Payout Ratio
—
Buyback Yield
0.52%
Dividend Yield
0.00%
Total Shareholder Return
-3.06%
Earnings Stability
Monte Carlo Price Simulation
Geometric Brownian Motion with 1,000 antithetic paths over 1 year, seeded from 1800 days of historical volatility. Percentile bands show the range of statistically plausible outcomes — this is a statistical model, not a forecast.
Current Price
$10.09
Median 1Y
$10.39
5th Pctile
$7.97
95th Pctile
$13.54
Ann. Volatility
14.9%
25th–75th percentile
5th–95th percentile
Median path
Historical
All Ratios & Metrics
Valuation (12)
| Metric | Value |
|---|---|
| Portfolio P/E | — |
| Portfolio P/B | — |
| Portfolio P/S | 0.10 |
| EV/EBITDA | 15.68 |
| EV/Revenue | 1.04 |
| P/FCF | 9.09 |
| P/OCF | 2.04 |
| PEG | — |
| Earnings Yield | — |
| FCF Yield | 11.00% |
| OCF Yield | 48.92% |
| Median P/E | -0.31 |
Profitability & Returns (9)
| Metric | Value |
|---|---|
| Gross Margin | 73.81% |
| Operating Margin | -7.62% |
| Net Margin | -27.27% |
| FCF Margin | 1.10% |
| ROE | -439.57% |
| ROA | -13.32% |
| ROIC | -6.78% |
| ROCE | — |
| Asset Turnover | — |
Leverage & Solvency (6)
| Metric | Value |
|---|---|
| Debt/Equity | — |
| Debt/Assets | 0.59 |
| Net Debt/EBITDA | 14.24 |
| Interest Coverage | -1.63 |
| Current Ratio | 0.83 |
| Quick Ratio | 0.83 |
Efficiency (4)
| Metric | Value |
|---|---|
| Asset Turnover | — |
| Inventory Turnover | — |
| Receivables Turnover | — |
| Payables Turnover | — |
Growth — YoY (6)
| Metric | Value |
|---|---|
| Revenue Growth | -3.45% |
| Net Income Growth | -14.70% |
| EPS Growth | -8.46% |
| FCF Growth | -51.44% |
| EBITDA Growth | -48.19% |
| Op. Income Growth | — |
Growth — CAGR (16)
| Metric | Value |
|---|---|
| Revenue CAGR 3Y | -4.26% |
| Revenue CAGR 5Y | — |
| Revenue CAGR 10Y | — |
| EPS CAGR 3Y | — |
| EPS CAGR 5Y | — |
| EPS CAGR 10Y | — |
| FCF CAGR 3Y | — |
| FCF CAGR 5Y | — |
| FCF CAGR 10Y | — |
| EBITDA CAGR 3Y | — |
| EBITDA CAGR 5Y | — |
| EBITDA CAGR 10Y | — |
| Net Income CAGR 3Y | — |
| Net Income CAGR 5Y | — |
| Op. Income CAGR 3Y | — |
| Op. Income CAGR 5Y | — |
Quality Scores (13)
| Metric | Value |
|---|---|
| IS Overall | 12.3 |
| IS Profitability | 20.0 |
| IS Balance Sheet | 15.3 |
| IS Earnings Quality | 26.1 |
| IS Growth | 37.0 |
| IS Value | 15.0 |
| IS Momentum | 39.1 |
| IS Safety | 0.0 |
| IS Quality | 31.7 |
| Altman Z-Score | -2.06 |
| Piotroski F-Score | 3.00 |
| Beneish M-Score | -3.28 |
| Credit Score | — |
Dividends & Payout (4)
| Metric | Value |
|---|---|
| Dividend Yield | 0.00% |
| Payout Ratio | — |
| Buyback Yield | 0.52% |
| Total Shareholder Return | -3.06% |
Growth Stability (4)
| Metric | Value |
|---|---|
| Revenue Stability | 0.557 |
| Earnings Stability | 0.086 |
| Earnings Persistence | 0.941 |
| Margin Stability | 0.985 |
Medians (3)
| Metric | Value |
|---|---|
| Median P/E | -0.31 |
| Median P/B | -0.55 |
| Median Dividend Yield | — |
Coverage Meta (3)
| Metric | Value |
|---|---|
| Weight Coverage % | 0.00% |
| Holdings Matched | 1 |
| Total Holdings | 1 |