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3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-09-01), Eaton Vance Tax-mgd Dvsf Eq Fd's 3-1 Month Momentum % is -3.94%.
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.
ETY vs RVT, NZF, EVT: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Eaton Vance Tax-mgd Dvsf Eq Fd'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 Tax-mgd Dvsf Eq Fd 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Eaton Vance Tax-mgd Dvsf Eq Fd's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Eaton Vance Tax-mgd Dvsf Eq Fd's 3-1 Month Momentum % falls into.
* 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 Tax-mgd Dvsf Eq Fd (ETY) has a 3-1 Month Momentum % of -3.94% as of Sep. 01, 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 Tax-mgd Dvsf Eq Fd and its competitors. According to the industry distribution chart, Eaton Vance Tax-mgd Dvsf Eq Fd ranks #1038 out of 1636 companies in the Asset Management industry, placing it in the top 63.4%.
Is Eaton Vance Tax-mgd Dvsf Eq Fd's 3-1 Month Momentum % too high?
Eaton Vance Tax-mgd Dvsf Eq Fd's current 3-1 Month Momentum % is -3.94%. Based on the distribution chart, Eaton Vance Tax-mgd Dvsf Eq Fd ranks #1038 out of 1636 companies in the Asset Management industry, which is below the industry midpoint. Overall, Eaton Vance Tax-mgd Dvsf Eq Fd has a GF Score™ of 55/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Eaton Vance Tax-mgd Dvsf Eq Fd's 3-1 Month Momentum % compare to RVT and NZF?
According to the Asset Management industry distribution chart, Eaton Vance Tax-mgd Dvsf Eq Fd ranks #1038 out of 1636 companies for 3-1 Month Momentum %. This places Eaton Vance Tax-mgd Dvsf Eq Fd in the lower 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 Tax-mgd Dvsf Eq Fd and its competitors. Eaton Vance Tax-mgd Dvsf Eq Fd's current 3-1 Month Momentum % is -3.94%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Eaton Vance Tax-mgd Dvsf Eq Fd stock overvalued right now?
Based on GuruFocus' analysis, Eaton Vance Tax-mgd Dvsf Eq Fd (ETY) is currently considered Possible Value Trap. The stock's GF Value™ is $22.11, compared to a current price of $14.48 — trading 34.5% below its estimated fair value. The current 3-1 Month Momentum % is -3.94%. Eaton Vance Tax-mgd Dvsf Eq Fd's overall GF Score™ is 55/100 with 5 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 Tax-mgd Dvsf Eq Fd (ETY), the current 3-1 Month Momentum % is -3.94% as of Sep. 01, 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 Tax-mgd Dvsf Eq Fd (ETY) Overvalued in 2026?
Based on GuruFocus' analysis, Eaton Vance Tax-mgd Dvsf Eq Fd stock appears to be undervalued.
The current stock price of $14.48 is trading 34.5% below its estimated GF Value™ of $22.11.
GuruFocus considers Eaton Vance Tax-mgd Dvsf Eq Fd to be Possible Value Trap.
Key valuation signals for ETY:
3-1 Month Momentum %: -3.94%
GF Value™: $22.11 vs. price of $14.48 (34.5% below fair value)
No single metric tells the full story. See the ETY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Eaton Vance Tax-mgd Dvsf Eq Inc Fd is a diversified, closed-end management investment company. Its primary investment objective is to provide current income and gains. The secondary objective of the fund is capital appreciation. Its portfolio of investments consists of capital markets, banks, internet and direct marketing retail, biotechnology, media, oil, gas, and consumable fuels, and other sectors.
55GF Score
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