Find A Portfolio/Ticker
Comparison Box
ETB: Eaton Vance Tax-Managed Buy-Write Income (CEF)
Basic Info 15.34 0.5(3.37%) May 26
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 04/27/2005 |
| Last Dividend Date: | 05/23/2022 |
| 12-Mo. Yield | 7.68% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/20/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 5.8 | -4.8 | 8.0 | 11.1 | 8.5 | 11.3 | 8.1 | 8.3 | 27.1 | 0.5 | 33.3 | -12.7 | 9.5 | 7.3 | 13.8 | 15.9 | 15.8 | 20.0 | -1.8 | -4.1 | 53.7 | -18.7 | -9.7 | 27.5 | -5.0 |
| SR | NA | -1.16 | 0.12 | 0.33 | 0.32 | 0.58 | NA | 0.34 | 2.43 | 0.01 | 2.65 | -0.88 | 0.99 | 0.39 | 0.83 | 1.32 | 1.33 | 1.33 | -0.09 | -0.19 | 1.8 | -0.45 | -0.66 | 2.03 | -0.87 |
| DD(%) | NA | 14.6 | 14.6 | 45.0 | 45.0 | 45.0 | NA | 50.9 | 5.3 | 45.0 | 5.9 | 24.5 | 5.0 | 16.4 | 10.5 | 11.1 | 8.2 | 14.0 | 20.7 | 19.3 | 29.7 | 47.4 | 19.3 | 6.2 | 12.3 |
| SD(%) | NA | 22.1 | 16.0 | 23.6 | 20.2 | 17.8 | NA | 20.9 | 11.2 | 35.8 | 12.0 | 16.0 | 9.0 | 18.3 | 16.5 | 12.0 | 11.9 | 15.1 | 19.8 | 22.5 | 29.7 | 43.3 | 19.2 | 12.0 | 11.0 |
| TR | NA | -0.42 | 0.04 | 0.1 | 0.09 | 0.15 | NA | 0.1 | 0.56 | 0.0 | 0.61 | -0.21 | 0.18 | 0.09 | 0.21 | 0.26 | 0.24 | 0.3 | -0.02 | -0.05 | 0.71 | -0.22 | -0.19 | 1.57 | -1.1 |
| Alpha(%) | NA | 0.01 | 0.02 | 0.0 | 0.0 | 0.01 | NA | 0.01 | 0.05 | -0.06 | 0.06 | -0.04 | 0.0 | 0.0 | 0.05 | 0.03 | -0.01 | 0.04 | -0.01 | -0.06 | 0.1 | 0.09 | -0.06 | 0.08 | -0.04 |
| Beta(%) | NA | 0.6 | 0.55 | 0.75 | 0.73 | 0.71 | NA | 0.75 | 0.48 | 0.84 | 0.52 | 0.65 | 0.49 | 0.82 | 0.65 | 0.61 | 0.65 | 0.67 | 0.74 | 0.79 | 0.75 | 0.87 | 0.68 | 0.16 | 0.09 |
| RS | NA | 0.46 | 0.4 | 0.58 | 0.55 | 0.47 | NA | 0.5 | 0.34 | 0.66 | 0.29 | 0.49 | 0.13 | 0.35 | 0.38 | 0.34 | 0.36 | 0.32 | 0.78 | 0.41 | 0.48 | 0.66 | 0.31 | 0.02 | 0.01 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/27/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (Longleaf Partners) 3.26% (100%)
- LMVTX (Legg Mason Cap Mgmt Value C) 2.46% (100%)
- MPGFX (Mairs & Power Growth Inv) 1.92% (100%)
- YACKX (Yacktman Svc) 1.32% (99%)
- FMIHX (FMI Large Cap) 3.32% (99%)
- FDGFX (Fidelity Dividend Growth) 1.70% (99%)
- THPGX (Thompson LargeCap) 2.00% (99%)
- WVALX (Weitz Value) 2.06% (99%)
- OAKMX (Oakmark I) 2.49% (99%)
- SWANX (Schwab Core Equity Inv) 1.73% (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF) 2.00% (100%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) 2.01% (100%)
- IWB (iShares Russell 1000) 2.01% (97%)
- IYY (iShares Dow Jones US) 2.11% (97%)
- VTI (Vanguard Total Stock Market ETF) 2.05% (96%)
- RSP (Guggenheim S&P 500 Equal Weight ETF) 2.11% (96%)
- DSI (iShares MSCI KLD 400 Social) 2.05% (94%)
- EPS (WisdomTree Earnings 500 ETF) 1.94% (94%)
- FEX (First Trust Large Cap Core AlphaDEX ETF) 1.88% (94%)
- IVV (iShares Core S&P 500) 1.96% (93%)
Best Closed End Funds
- ADX (Adams Express) 2.07% (95%)
- CLM (Cornerstone Strategic Value) 0.73% (95%)
- CRF (Cornerstone Total Return Fund) 0.19% (95%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) 3.37% (95%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) 2.88% (95%)
- FFA (First Trust Enhanced Equity Income) 3.84% (95%)
- GAB (Gabelli Equity) 1.51% (94%)
- GGT (Gabelli Global Multimedia) 1.59% (94%)
- USA (Liberty All-Star Equity) 4.62% (94%)
- GRF (Eagle Capital Growth) 0.21% (94%)
Latest Articles Related to ETB
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
