Eaton Vance National Municipal Opportunities Trust (EOT)

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Eaton Vance National Municipal Opportunities Trust (EOT) is up 1.6% since the beginning of the year. At $17 per share, EOT is trading 6.4% below its 52-week high of $18. Investors who bought $1,000 worth of EOT shares 5 years ago would now be looking at an investment worth $931.

Eaton Vance National Municipal Opportunities Trust (EOT) has returned 1.57% so far this year and 9.28% over the past 12 months. Over the last ten years, EOT has returned 1.58% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since May 27, 2009, EOT's average daily return is +0.02%, while the average monthly return is +0.39%. At this rate, an investment would double in approximately 14.8 years.

Historically, 61% of months were positive and 39% were negative. The best month was Jan 2019 with a return of +12.0%, while the worst month was Mar 2020 at -12.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, EOT closed higher 51% of trading days. The best single day was Jul 11, 2022 with a return of +6.5%, while the worst single day was Mar 12, 2020 at -10.5%.

Eaton Vance National Municipal Opportunities Trust has an annualized alpha of 3.02%, beta of 0.14, and R2 of 0.03 versus S&P 500 Index. Calculated based on daily prices since May 28, 2009.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (20.29%) than losses (19.50%) - typical of diversified or defensive assets.
• Beta of 0.14 may look defensive, but with R2 of 0.03 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.03 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

EOT ranks 68 for risk / return — better than 68% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Eaton Vance National Municipal Opportunities Trust (EOT) and compare them to S&P 500 Index.

Eaton Vance National Municipal Opportunities Trust provided a 4.87% dividend yield over the last twelve months, with an annual payout of $0.82 per share. The company has been increasing its dividends for 3 consecutive years.

The table displays the monthly dividend distributions for Eaton Vance National Municipal Opportunities Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Eaton Vance National Municipal Opportunities Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Eaton Vance National Municipal Opportunities Trust was 33.25%, occurring on Oct 19, 2023. The portfolio has not yet recovered.

The current Eaton Vance National Municipal Opportunities Trust drawdown is 13.82%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Eaton Vance National Municipal Opportunities Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Eaton Vance National Municipal Opportunities Trust is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.