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.
Eaton Vance Seniorome TrustEVF -0.20%34 Forward Rate of Return (Yacktman) % is 42.13% as of Jun. 2025, which is 4% above its 10-year median of 40.70. GuruFocus rates EVF with a GF Score™ of 34/100 and a GF Value™ of $2.76 (Significantly Overvalued). The stock has 4 warning signs investors should review. Among 1,173 Asset Management companies, Eaton Vance Seniorome Trust ranks better than 97.87% on this metric.
Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. Eaton Vance Seniorome Trust's forward rate of return for was 42.13%.
The historical rank and industry rank for Eaton Vance Seniorome Trust's Forward Rate of Return (Yacktman) % or its related term are showing as below:
EVF'
s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 33.87 Med: 40.7 Max: 49.68
Current: 48.65
During the past 8 years, Eaton Vance Seniorome Trust's highest Forward Rate of Return was 49.68. The lowest was 33.87. And the median was 40.70.
EVF's Forward Rate of Return (Yacktman) % is ranked better than 97.87% of 1173
companies
in the Asset Management industry
Industry Median: 4.42
vs EVF: 48.65
Unlike the Earnings Yield %, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.
Unlike the Earnings Yield, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.
For the growth part of the Forward Rate of Return calculation, GuruFocus uses the 5-year average growth rate of Book Value per share as the growth rate, and the growth rate is always capped at 20%. For the Free Cash Flow we use per share data averaged over five years. The reason we use five years is to make it comparable to the growth rate.
Be Aware
In the Forward Rate of Return calculation, the growth rate is added directly to today's free cash flow yield. Therefore the calculation is reliable only if the company can grow at the same rate in the future as it did in the past. Investors should pay close attention to this when researching growth stocks. A more accurate measurement for return is Return on Capital.
Eaton Vance Seniorome Trust Forward Rate of Return (Yacktman) % Related Terms
Eaton Vance Seniorome Trust Forward Rate of Return (Yacktman) % Historical Data
* Premium members only.
The historical data trend for Eaton Vance Seniorome Trust's Forward Rate of Return (Yacktman) % can be seen below:
* 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.
EVF vs RFM, MGF, GDL: Forward Rate of Return (Yacktman) % Comparison
For the Asset Management subindustry, Eaton Vance Seniorome Trust's Forward Rate of Return (Yacktman) %, along with its competitors' market caps and Forward Rate of Return (Yacktman) % 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 Seniorome Trust Forward Rate of Return (Yacktman) % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Eaton Vance Seniorome Trust's Forward Rate of Return (Yacktman) % distribution charts can be found below:
* The bar in red indicates where Eaton Vance Seniorome Trust's Forward Rate of Return (Yacktman) % falls into.
Forward Rate of Return is a concept that Don Yacktman uses in his investment approach. Yacktman explained the forward rate of return concept in detail in his interview with GuruFocus. Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. He said in the interview (March 2012, when the S&P 500 was at about 1400):
If the business is stable, this calculation is fairly straightforward. For instance, on the S&P 500 we would normalize earnings. We would then calculate what percentage of those earnings are not reinvested in the underlying businesses and are therefore free. Historically, for the S&P 500, this has been just under 50% of earnings. Currently, we expect the S&P to earn about 70 on a normalized basis, a number which is far below reported earnings due to our adjusting for record high profit margins. $70 X ½ / 1400 gives you a normalized free cash flow yield of approximately 2.5%.
The historical real growth rate of the S&P 500 (companies) is about 1.5%. Assuming an inflation rate of 2.5%, the forward rate of return on an investment in the S&P 500 is about 6.5% today (2.5% free cash flow yield plus 1.5% real growth plus 2.5% inflation).
* 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.
What does a Forward Rate of Return (Yacktman) % of 42.13% mean?
Eaton Vance Seniorome Trust (EVF) has a Forward Rate of Return (Yacktman) % of 42.13% as of Jun. 2025. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Eaton Vance Seniorome Trust and its competitors. This is near median its historical median of 40.70. Over the past decade, Eaton Vance Seniorome Trust's Forward Rate of Return (Yacktman) % has ranged from 33.87 to 49.68. According to the industry distribution chart, Eaton Vance Seniorome Trust ranks #25 out of 1173 companies in the Asset Management industry, placing it in the top 2.1%.
Is Eaton Vance Seniorome Trust's Forward Rate of Return (Yacktman) % too high?
Eaton Vance Seniorome Trust's current Forward Rate of Return (Yacktman) % of 42.13% is near median its 10-year median of 40.70. Over the past 10 years, this metric has ranged from a low of 33.87 to a high of 49.68. The Asset Management industry median Forward Rate of Return (Yacktman) % is 4.42. Eaton Vance Seniorome Trust's value of 42.13% is 853.2% above this industry median. Based on the distribution chart, Eaton Vance Seniorome Trust ranks #25 out of 1173 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Eaton Vance Seniorome Trust has a GF Score™ of 34/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Eaton Vance Seniorome Trust's Forward Rate of Return (Yacktman) % compare to RFM and MGF?
According to the Asset Management industry distribution chart, Eaton Vance Seniorome Trust ranks #25 out of 1173 companies for Forward Rate of Return (Yacktman) %. This places Eaton Vance Seniorome Trust in the top 2% of its industry — outperforming the majority of peers. The industry median Forward Rate of Return (Yacktman) % is 4.42. Eaton Vance Seniorome Trust's value of 42.13% is 853.2% above this benchmark. Historically, Eaton Vance Seniorome Trust's own Forward Rate of Return (Yacktman) % has ranged from 33.87 to 49.68 over the past decade. While the company's 10-year median is 40.70 vs. the industry median of 4.42, Eaton Vance Seniorome Trust has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward Rate of Return (Yacktman) % for an Asset Management company?
The median Forward Rate of Return (Yacktman) % among Asset Management companies is 4.42, based on 1,173 companies in the industry. Companies in the top quartile (top 25%) have a Forward Rate of Return (Yacktman) % significantly above this median, while those in the bottom quartile fall well below. However, Forward Rate of Return (Yacktman) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Eaton Vance Seniorome Trust's current Forward Rate of Return (Yacktman) % of 42.13% is 853.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward Rate of Return (Yacktman) % mean?
A high Forward Rate of Return (Yacktman) % can signal that a stock is expensive relative to its fundamentals. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on Eaton Vance Seniorome Trust and its competitors. For the Asset Management industry, the median Forward Rate of Return (Yacktman) % is 4.42 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Eaton Vance Seniorome Trust's current Forward Rate of Return (Yacktman) % is 42.13%, which is near median its own 10-year median of 40.70. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Eaton Vance Seniorome Trust stock overvalued right now?
Based on GuruFocus' analysis, Eaton Vance Seniorome Trust (EVF) is currently considered Significantly Overvalued. The stock's GF Value™ is $2.76, compared to a current price of $4.95 — trading 79.3% above its estimated fair value. The current Forward Rate of Return (Yacktman) % is 42.13%, which is near median its 10-year median of 40.70 and 853.2% above the Asset Management industry median of 4.42. Eaton Vance Seniorome Trust's overall GF Score™ is 34/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward Rate of Return (Yacktman) % calculated?
Forward Rate of Return (Yacktman) % is calculated from a company's financial statements. For Eaton Vance Seniorome Trust (EVF), the current Forward Rate of Return (Yacktman) % is 42.13% as of Jun. 2025. 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 Seniorome Trust (EVF) Overvalued in 2026?
Based on GuruFocus' analysis, Eaton Vance Seniorome Trust stock appears to be overvalued.
The current stock price of $4.95 is trading 79.3% above its estimated GF Value™ of $2.76.
GuruFocus considers Eaton Vance Seniorome Trust to be Significantly Overvalued.
Key valuation signals for EVF:
Forward Rate of Return (Yacktman) %: 42.13% (near median its 10-year median of 40.70)
GF Value™: $2.76 vs. price of $4.95 (79.3% above fair value)
Industry Position: 853.2% above the Asset Management median (#25 of 1173)
No single metric tells the full story. See the EVF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Eaton Vance Senior Income Trust is a United States-based diversified, closed-end management investment company. Its investment objective is to provide a high level of current income consistent with the preservation of capital, by investing in senior, secured floating-rate loans. The trust invests in below-investment-grade floating-rate loans, which are considered speculative because of the credit risk of their issuers. Its portfolio of investment consists of aerospace and defense, automotive, beverage, building and development, business equipment and services, cable and satellite television, and other areas.
34GF Score
Get the complete analysis for EVF
Forward Rate of Return (Yacktman) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
EVF has been successfully added to your 
