EISMX: EATON VANCE ATLANTA CAPITAL SMID-CAP FUND EATON VANCE ATLANTA CAPITAL SMID-CAP FUND CLASS I (MUTUAL FUND)
Basic Info 41.65 0.65(1.59%) July 01
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 05/08/2003 |
| Last Dividend Date: | 12/10/2024 |
| 12-Mo. Yield | 0.16% |
| Expenses | 1.14% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/08/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.5 | 0.1 | 3.6 | 5.6 | 5.0 | 6.9 | 11.0 | 9.6 | 10.5 | 10.0 | 11.0 | -17.2 | 9.7 | 0.0 | 34.4 | -5.6 | 24.7 | 11.2 | 9.7 | 5.2 | 36.1 | 14.3 | 5.6 | 26.2 | 35.3 | -26.2 | 12.1 | 14.8 | 4.8 | 18.8 | 22.7 |
| Sharpe Ratio | NA | -0.31 | -0.1 | 0.09 | 0.15 | 0.26 | NA | NA | 0.46 | 0.26 | 0.48 | -0.76 | 0.48 | -0.01 | 2.46 | -0.43 | 2.81 | 0.75 | 0.68 | 0.43 | 3.1 | 1.04 | 0.21 | 1.37 | 1.17 | -0.7 | 0.62 | 0.77 | 0.18 | 1.28 | 2.49 |
| Draw Down(%) | NA | 17.7 | 23.5 | 23.5 | 28.8 | 39.9 | NA | NA | 45.4 | 10.7 | 11.0 | 19.6 | 17.8 | 39.9 | 5.8 | 23.4 | 4.3 | 9.8 | 10.5 | 8.5 | 4.7 | 8.5 | 23.1 | 15.0 | 25.5 | 44.4 | 7.3 | 9.2 | 9.1 | 7.9 | 5.6 |
| Standard Deviation(%) | NA | 21.4 | 18.4 | 17.3 | 19.4 | 19.9 | NA | NA | 20.2 | 13.3 | 14.0 | 24.4 | 20.1 | 38.9 | 13.4 | 15.9 | 8.6 | 14.7 | 14.2 | 11.9 | 11.6 | 13.8 | 26.9 | 19.1 | 30.0 | 38.8 | 14.8 | 15.1 | 14.6 | 14.0 | 14.5 |
| Treynor Ratio | NA | -0.1 | -0.03 | 0.02 | 0.04 | 0.07 | NA | NA | 0.11 | 0.05 | 0.09 | -0.29 | 0.14 | 0.0 | 0.36 | -0.08 | 0.27 | 0.13 | 0.11 | 0.06 | 0.44 | 0.18 | 0.06 | 0.31 | 0.36 | -0.36 | 0.12 | 0.11 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.08 | -0.06 | -0.03 | -0.01 | -0.01 | NA | NA | 0.01 | -0.01 | -0.02 | 0.01 | -0.01 | -0.1 | 0.01 | 0.0 | 0.02 | 0.02 | 0.04 | -0.02 | 0.03 | 0.01 | 0.04 | 0.01 | -0.02 | 0.07 | -0.01 | 0.02 | NA | NA | NA |
| Beta | NA | 0.7 | 0.72 | 0.7 | 0.66 | 0.79 | NA | NA | 0.81 | 0.74 | 0.71 | 0.64 | 0.68 | 0.94 | 0.91 | 0.85 | 0.91 | 0.87 | 0.85 | 0.82 | 0.82 | 0.8 | 0.92 | 0.83 | 0.98 | 0.75 | 0.79 | 1.03 | NA | NA | NA |
| RSquared | NA | 0.77 | 0.75 | 0.69 | 0.56 | 0.72 | NA | NA | 0.73 | 0.71 | 0.74 | 0.72 | 0.39 | 0.74 | 0.88 | 0.93 | 0.76 | 0.89 | 0.89 | 0.89 | 0.88 | 0.88 | 0.94 | 0.93 | 0.94 | 0.82 | 0.85 | 0.2 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.2 | 0.1 | 0.1 | 3.1 | 5.4 | 5.6 | N/A | 0.2 | 0.1 | 0.0 | 0.0 | 0.0 | 8.3 | 6.4 | 4.0 | 3.9 | 6.9 | 3.1 | 0.8 | 0.3 | 0.6 | 1.1 | 0.0 | 2.1 | 14.3 | 7.7 | 7.4 | 1.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 56.1 | -95.7 | -98.8 | 67.2 | N/A | N/A | N/A | 56.1 | N/A | N/A | N/A | -100.0 | 14.1 | 93.5 | 11.2 | -42.5 | 128.0 | 414.2 | 164.3 | -36.4 | -33.8 | N/A | -100.0 | -85.9 | 95.1 | 5.6 | 607.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/08/2003
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