EVG (Eaton Vance Short Duration Diversifiedome Fund) ROE %: 13.09% (As of Oct. 2025) — 61% Above Median


EVG Eaton Vance Short Duration Diversified Income Fund EVG
33 GF Score
Price $10.70
! 8 Warning Signs
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What is Eaton Vance Short Duration Diversifiedome Fund ROE %?

Eaton Vance Short Duration Diversifiedome Fund EVG -0.47% 33 ROE % is 13.09% as of Oct. 2025, which is 61% above its 10-year median of 8.15. GuruFocus rates EVG with a GF Score™ of 33/100. The stock has 8 warning signs investors should review. Among 1,614 Asset Management companies, Eaton Vance Short Duration Diversifiedome Fund ranks better than 62.7% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Eaton Vance Short Duration Diversifiedome Fund's annualized net income for the quarter that ended in Oct. 2025 was $19.79 Mil. Eaton Vance Short Duration Diversifiedome Fund's average Total Stockholders Equity over the quarter that ended in Oct. 2025 was $151.21 Mil. Therefore, Eaton Vance Short Duration Diversifiedome Fund's annualized ROE % for the quarter that ended in Oct. 2025 was 13.09%.

The historical rank and industry rank for Eaton Vance Short Duration Diversifiedome Fund's ROE % or its related term are showing as below:

EVG' s ROE % Range Over the Past 10 Years
Min: -13.73   Med: 8.15   Max: 15.03
Current: 9.83

During the past 9 years, Eaton Vance Short Duration Diversifiedome Fund's highest ROE % was 15.03%. The lowest was -13.73%. And the median was 8.15%.

EVG's ROE % is ranked better than
62.7% of 1614 companies
in the Asset Management industry
Industry Median: 6.36 vs EVG: 9.83

Eaton Vance Short Duration Diversifiedome Fund  (NYSE:EVG) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Oct. 2025 )
=Net Income/Total Stockholders Equity
=19.79/151.2115
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(19.79 / 20.41)*(20.41 / 201.6455)*(201.6455 / 151.2115)
=Net Margin %*Asset Turnover*Equity Multiplier
=96.96 %*0.1012*1.3335
=ROA %*Equity Multiplier
=9.81 %*1.3335
=13.09 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Oct. 2025 )
=Net Income/Total Stockholders Equity
=19.79/151.2115
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (19.79 / 19.79) * (19.79 / 20.41) * (20.41 / 201.6455) * (201.6455 / 151.2115)
= Tax Burden * Pretax Margin % * Asset Turnover * Equity Multiplier
= 1 * 96.96 % * 0.1012 * 1.3335
=13.09 %

Note: The net income data used here is two times the semi-annual (Oct. 2025) net income data. The Revenue data used here is two times the semi-annual (Oct. 2025) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* 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.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Eaton Vance Short Duration Diversifiedome Fund ROE % Related Terms


Eaton Vance Short Duration Diversifiedome Fund ROE % Historical Data

* Premium members only.

The historical data trend for Eaton Vance Short Duration Diversifiedome Fund's ROE % 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.

Eaton Vance Short Duration Diversifiedome Fund ROE % Chart

Eaton Vance Short Duration Diversifiedome Fund Annual Data
Trend Oct17 Oct18 Oct19 Oct20 Oct21 Oct22 Oct23 Oct24 Oct25
ROE %
Get a 7-Day Free Trial Premium Member Only 9.55 -13.73 9.41 15.03 9.78

Eaton Vance Short Duration Diversifiedome Fund Semi-Annual Data
Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23 Apr24 Oct24 Apr25 Oct25
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 4.94 19.07 10.83 6.60 13.09

EVG vs MPA, PFD, MSD: ROE % Comparison

For the Asset Management subindustry, Eaton Vance Short Duration Diversifiedome Fund's ROE %, along with its competitors' market caps and ROE % 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 Short Duration Diversifiedome Fund ROE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Eaton Vance Short Duration Diversifiedome Fund's ROE % distribution charts can be found below:

* The bar in red indicates where Eaton Vance Short Duration Diversifiedome Fund's ROE % falls into.


EVG
33GF Score
Eaton Vance Short Duration Diversified Income Fund EVG
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Eaton Vance Short Duration Diversifiedome Fund ROE % Calculation

Eaton Vance Short Duration Diversifiedome Fund's annualized ROE % for the fiscal year that ended in Oct. 2025 is calculated as

ROE %=Net Income (A: Oct. 2025 )/( (Total Stockholders Equity (A: Oct. 2024 )+Total Stockholders Equity (A: Oct. 2025 ))/ count )
=14.838/( (150.336+153.189)/ 2 )
=14.838/151.7625
=9.78 %

Eaton Vance Short Duration Diversifiedome Fund's annualized ROE % for the quarter that ended in Oct. 2025 is calculated as

ROE %=Net Income (Q: Oct. 2025 )/( (Total Stockholders Equity (Q: Apr. 2025 )+Total Stockholders Equity (Q: Oct. 2025 ))/ count )
=19.79/( (149.234+153.189)/ 2 )
=19.79/151.2115
=13.09 %

* 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.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is two times the semi-annual (Oct. 2025) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 13.09% mean?
Eaton Vance Short Duration Diversifiedome Fund (EVG) has a ROE % of 13.09% as of Oct. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Eaton Vance Short Duration Diversifiedome Fund and its competitors. This is 61% above median its historical median of 8.15. According to the industry distribution chart, Eaton Vance Short Duration Diversifiedome Fund ranks #602 out of 1614 companies in the Asset Management industry, placing it in the top 37.3%.
Is Eaton Vance Short Duration Diversifiedome Fund's ROE % too high?
Eaton Vance Short Duration Diversifiedome Fund's current ROE % of 13.09% is 61% above median its 10-year median of 8.15. The Asset Management industry median ROE % is 6.36. Eaton Vance Short Duration Diversifiedome Fund's value of 13.09% is 105.8% above this industry median. Based on the distribution chart, Eaton Vance Short Duration Diversifiedome Fund ranks #602 out of 1614 companies in the Asset Management industry, which is above the industry midpoint. Overall, Eaton Vance Short Duration Diversifiedome Fund has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Eaton Vance Short Duration Diversifiedome Fund's ROE % compare to MPA and PFD?
According to the Asset Management industry distribution chart, Eaton Vance Short Duration Diversifiedome Fund ranks #602 out of 1614 companies for ROE %. This puts Eaton Vance Short Duration Diversifiedome Fund in the upper half of its industry. The industry median ROE % is 6.36. Eaton Vance Short Duration Diversifiedome Fund's value of 13.09% is 105.8% above this benchmark. While the company's 10-year median is 8.15 vs. the industry median of 6.36, Eaton Vance Short Duration Diversifiedome Fund 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 ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.36, based on 1,614 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Eaton Vance Short Duration Diversifiedome Fund's current ROE % of 13.09% is 105.8% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Eaton Vance Short Duration Diversifiedome Fund and its competitors. For the Asset Management industry, the median ROE % is 6.36 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Eaton Vance Short Duration Diversifiedome Fund's current ROE % is 13.09%, which is 61% above median its own 10-year median of 8.15. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Eaton Vance Short Duration Diversifiedome Fund stock overvalued right now?
Eaton Vance Short Duration Diversifiedome Fund (EVG) has a current ROE % of 13.09%. The current ROE % is 13.09%, which is 61% above median its 10-year median of 8.15 and 105.8% above the Asset Management industry median of 6.36. Eaton Vance Short Duration Diversifiedome Fund's overall GF Score™ is 33/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Eaton Vance Short Duration Diversifiedome Fund (EVG), the current ROE % is 13.09% as of Oct. 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.

Eaton Vance Short Duration Diversifiedome Fund Business Description

Address One Post Office Square, Boston, MA, USA, 02109
Eaton Vance Short Duration Diversified Income Fund is a diversified, closed-end management investment company. Its primary investment objective is to provide a high level of current income with a secondary objective of seeking capital appreciation to the extent consistent with its primary goal. The portfolio of investments consists of business equipment and services, automotive, cable and satellite television, chemicals and plastics, food products, and other areas.
33GF Score

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ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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