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Eaton Vance Corp. (NYSE:EV) Seasonal Chart

Seasonal Chart Analysis

Analysis of the Eaton Vance Corp. (NYSE:EV) seasonal charts above shows that a Buy Date of September 2 and a Sell Date of December 5 has resulted in a geometric average return of 2.74% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 17 of those periods. This is a very good rate of success, but the return underperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 1.24% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Eaton Vance provides asset-management and investment advisory services to institutional and individual investors. The firm specializes in tax-managed equity and fixed-income investments and is the third- largest issuer of closed-end funds. Investment advisory services are primarily provided to high-net-worth clients, institutional separate accounts, and retail managed accounts, with most products distributed through financial intermediaries in the advisory channel. The company had $482.8 billion in assets under management at the end of July 2019, composed of equity (27% of AUM), fixed-income (19%), floating-rate bank loan (8%), alternative asset (2%), and money market funds, as well as assets managed under its implementation services (26%) and exposure management (18%) platforms.

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