Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

Eaton Vance Worldwide Health Sciences Fund (ECHSX)

12.42
-0.75
(-5.69%)
At close: 8:03:47 PM EDT

Fund Summary

The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies principally engaged in the discovery, development, production or distribution of products related to scientific advances in health care, including biotechnology, pharmaceuticals, diagnostics, managed health care and medical equipment and supplies. It has a policy of investing at least 25% of its assets in investments in the medical research and health care industry.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 43.54%
Worst 1Y Total Return --
Number of Years Up 20
Number of Years Down 6

Performance & Risk

YTD Return -4.17%
5y Average Return 7.52%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.67
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
ECHSXCategory AverageECHSXCategory AverageECHSXCategory Average
Alpha -4.61 0.04 -2.86 0.03 -1.23 0.07
BETA 0.67 0.01 0.77 0.01 0.76 0.01
Mean Annual Return 0.19 0.01 0.81 0.01 0.55 0.01
R-squared 59.96 0.6 64.96 0.52 57.9 0.5
Standard Deviation 14.12 0.21 15.15 0.19 14.87 0.17
Sharpe Ratio -0.16 0.01 0.46 0.01 0.31 0.01
Treynor Ratio -4.95 0.17 7.93 0.16 4.74 0.18

Related Tickers