Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-07-17), Eaton Vance Enhanced Equityome Fund II's 3-1 Month Momentum % is -0.23%.
EOS's 3-1 Month Momentum % is ranked better than 51.35% of 1626
companies
in the Asset Management industry
Industry Median: -0.41
vs EOS: -0.23
Eaton Vance Enhanced Equityome Fund II (NYSE:EOS) 3-1 Month Momentum % Explanation
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
Eaton Vance Enhanced Equityome Fund II 3-1 Month Momentum % Related Terms
EOS vs CRF, FRBP, PSEC: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Eaton Vance Enhanced Equityome Fund II's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Eaton Vance Enhanced Equityome Fund II 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Eaton Vance Enhanced Equityome Fund II's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Eaton Vance Enhanced Equityome Fund II's 3-1 Month Momentum % falls into.
Eaton Vance Enhanced Equityome Fund II (NYSE:EOS) 3-1 Month Momentum % Calculation
3-1 Month Momentum % is calculated as following:
3-1 Month Momentum %
=
( Price 1-month ago
/
Price 3-month ago
- 1 )
*
100 %
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Eaton Vance Enhanced Equityome Fund II (EOS) has a 3-1 Month Momentum % of -0.23% as of Jul. 17, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Eaton Vance Enhanced Equityome Fund II and its competitors. According to the industry distribution chart, Eaton Vance Enhanced Equityome Fund II ranks #791 out of 1626 companies in the Asset Management industry, placing it in the top 48.6%.
Is Eaton Vance Enhanced Equityome Fund II's 3-1 Month Momentum % too high?
Eaton Vance Enhanced Equityome Fund II's current 3-1 Month Momentum % is -0.23%. Based on the distribution chart, Eaton Vance Enhanced Equityome Fund II ranks #791 out of 1626 companies in the Asset Management industry, which is above the industry midpoint. Overall, Eaton Vance Enhanced Equityome Fund II has a GF Score™ of 54/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Eaton Vance Enhanced Equityome Fund II's 3-1 Month Momentum % compare to CRF and FRBP?
According to the Asset Management industry distribution chart, Eaton Vance Enhanced Equityome Fund II ranks #791 out of 1626 companies for 3-1 Month Momentum %. This puts Eaton Vance Enhanced Equityome Fund II in the upper half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
A good 3-1 Month Momentum % depends on the Asset Management industry context. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Eaton Vance Enhanced Equityome Fund II and its competitors. Eaton Vance Enhanced Equityome Fund II's current 3-1 Month Momentum % is -0.23%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Eaton Vance Enhanced Equityome Fund II stock overvalued right now?
Based on GuruFocus' analysis, Eaton Vance Enhanced Equityome Fund II (EOS) is currently considered Significantly Overvalued. The stock's GF Value™ is $13.14, compared to a current price of $21.74 — trading 65.4% above its estimated fair value. The current 3-1 Month Momentum % is -0.23%. Eaton Vance Enhanced Equityome Fund II's overall GF Score™ is 54/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Eaton Vance Enhanced Equityome Fund II (EOS), the current 3-1 Month Momentum % is -0.23% as of Jul. 17, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Eaton Vance Enhanced Equityome Fund II (EOS) Overvalued in 2026?
Based on GuruFocus' analysis, Eaton Vance Enhanced Equityome Fund II stock appears to be overvalued.
The current stock price of $21.74 is trading 65.4% above its estimated GF Value™ of $13.14.
GuruFocus considers Eaton Vance Enhanced Equityome Fund II to be Significantly Overvalued.
Key valuation signals for EOS:
3-1 Month Momentum %: -0.23%
GF Value™: $13.14 vs. price of $21.74 (65.4% above fair value)
No single metric tells the full story. See the EOS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Eaton Vance Enhanced Equityome Fund II Business Description
Eaton Vance Enhanced Equity Income Fund II is a diversified, closed-end management investment company. The fund's primary investment objective is to provide current income, with a secondary objective of capital appreciation. Under normal market conditions, the Fund invests at least 80% of its total assets in common stocks. It invests in a portfolio of large and mid-cap securities in sectors such as Information Technology, Consumer Discretionary, Communication Services, Healthcare, Industrials, Consumer Staples, Financials, Materials, and Energy.
54GF Score
Get the complete analysis for EOS
3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
EOS has been successfully added to your 
