Annual Retained Earnings
$573.34M$38.80M+7.26%
Summary
- Current Value
- As of today, EVT annual retained earnings is $573.34M, up +7.26% on
- Historical Performance
- EVT annual retained earnings is up +64.48% over the past 3 years, up +64.48% over the past 5 years
- All-Time High Comparison
- EVT annual retained earnings is currently at its all-time high
- 3-Year Low Comparison
- EVT annual retained earnings is +214.96% above its 3-year low of $182.04M reached on
- Sector Comparison
- EVT annual retained earnings is higher than 78.37% of companies in Financial Services sector
Retained Earnings Chart
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| $573.34M | +7.3% | +64.5% | +64.5% | – | ||
| $573.34M | +7.3% | +64.5% | -18.5% | -18.5% | ||
| Price | $26.53 | +13.7% | +17.6% | -2.2% | +58.7% | |
| $186.04M | -62.3% | +188.3% | +188.3% | – | ||
| $147.24M | +4.2% | +6.0% | +6.0% | – | ||
| $2.00B | +2.0% | +12.7% | +12.7% | – | ||
| $187.42M | -62.1% | +189.5% | +189.5% | – | ||
| - | – | – | – | – |
Retained Earnings Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | $573.34M | at high | |
| 5Y | $573.34M | at high | |
| All | $573.34M | at high |
Retained Earnings Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | $182.04M | +215.0% | |
| 5Y | $182.04M | +215.0% | |
| All | $182.04M | +215.0% |
Retained Earnings History
| Year | Value | Change |
|---|---|---|
| $573.34M | +7.3% | |
| $534.54M | +193.6% |
| Year | Value | Change |
|---|---|---|
| $182.04M | -47.8% | |
| $348.58M | - |
FAQ
What is the current annual retained earnings of EVT?
As of today, EVT annual retained earnings is $573.34M
What is 1-year change in EVT annual retained earnings?
EVT annual retained earnings is up +7.26% year-over-year
What is 3-year change in EVT annual retained earnings?
EVT annual retained earnings is up +64.48% over the past 3 years
How far is EVT annual retained earnings from its all-time high?
EVT annual retained earnings is currently at its all-time high
How does EVT annual retained earnings rank versus sector peers?
EVT annual retained earnings is higher than 78.37% of companies in Financial Services sector
When is EVT next annual earnings release?
As of today, the next annual earnings release for EVT has not been scheduled
Retained Earnings Formula
Retained Earnings = Retained Earnings (start of the period) + −
Quarterly Retained Earnings
$573.34M$196.66M+52.21%
Summary
- Current Value
- As of today, EVT quarterly retained earnings is $573.34M, up +52.21% on
- Historical Performance
- EVT quarterly retained earnings is up +7.26% year-over-year, up +64.48% over the past 3 years
- All-Time High Comparison
- EVT quarterly retained earnings is currently -18.52% below its historical high of $703.63M set on
- 3-Year Low Comparison
- EVT quarterly retained earnings is +214.96% above its 3-year low of $182.04M reached on
- Sector Comparison
- EVT quarterly retained earnings is higher than 79.06% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| $573.34M | 0.0% | +7.3% | +64.5% | -18.5% | ||
| $573.34M | – | +7.3% | +64.5% | +64.5% | ||
| Price | $26.53 | +6.8% | +13.7% | +17.6% | -2.2% | |
| - | – | – | – | – | ||
| - | – | – | – | – | ||
| $2.00B | 0.0% | +2.0% | +12.7% | -5.1% | ||
| - | – | – | – | – | ||
| - | – | – | – | – |
Quarterly Retained Earnings Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | $573.34M | at high | |
| 3Y | $573.34M | at high | |
| 5Y | $703.63M | -18.5% | |
| All | $703.63M | -18.5% |
Quarterly Retained Earnings Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | $376.68M | N/A | +52.2% |
| 3Y | $182.04M | +215.0% | |
| 5Y | $182.04M | +215.0% | |
| All | $182.04M | +215.0% |
Quarterly Retained Earnings History
| Month | Value | Change |
|---|---|---|
| $573.34M | +52.2% | |
| $376.68M | -29.5% | |
| $534.54M | +13.1% | |
| $472.67M | +159.7% | |
| $182.04M | -45.8% |
| Month | Value | Change |
|---|---|---|
| $335.79M | -3.7% | |
| $348.58M | -27.3% | |
| $479.78M | -31.8% | |
| $703.63M | - |
FAQ
What is the current quarterly retained earnings of EVT?
As of today, EVT quarterly retained earnings is $573.34M
What is EVT quarterly retained earnings most recent change?
EVT quarterly retained earnings was up +52.21% on October 31, 2025
What is 1-year change in EVT quarterly retained earnings?
EVT quarterly retained earnings is up +7.26% year-over-year
How far is EVT quarterly retained earnings from its all-time high?
EVT quarterly retained earnings is currently -18.52% below its historical high of $703.63M set on October 31, 2021
How does EVT quarterly retained earnings rank versus sector peers?
EVT quarterly retained earnings is higher than 79.06% of companies in Financial Services sector
When is EVT next earnings release?
As of today, the next earnings release for EVT has not been scheduled
Retained Earnings Formula
Retained Earnings = Retained Earnings (start of the period) + −
Data Sources & References
- EVT Official Website funds.eatonvance.com/Tax-Advantaged-Dividend-Income-Fund-EVT.php
- EVT Profile on Yahoo Finance finance.yahoo.com/quote/EVT
- EVT Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/evt