Find A Portfolio/Ticker
Comparison Box
ETW: Eaton Vance Tax Managed Global Buy Write Opportunities Closed Fund (CEF)
Basic Info 7.9 0.08(1.02%) April 26
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (98%) |
Start Date: | 11/21/2005 |
Last Dividend Date: | 04/22/2024 |
12-Mo. Yield | 9.16% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.5 | 6.5 | 14.3 | 6.1 | 9.1 | 7.5 | 9.8 | 6.5 | 16.5 | -16.7 | 28.3 | 3.3 | 18.9 | -12.0 | 30.4 | 0.2 | 12.5 | 0.1 | 25.3 | 15.6 | -6.4 | -9.3 | 59.0 | -33.2 | -6.0 | 30.0 | -4.2 |
Sharpe Ratio | NA | 0.88 | 0.74 | 0.17 | 0.28 | 0.31 | NA | 0.26 | 1.07 | -0.73 | 2.18 | 0.07 | 1.44 | -0.72 | 3.26 | 0.0 | 0.82 | 0.01 | 2.24 | 1.27 | -0.28 | -0.43 | 1.8 | -0.83 | -0.53 | 2.42 | -1.65 |
Draw Down(%) | NA | 4.4 | 12.1 | 24.4 | 47.2 | 47.9 | NA | 54.1 | 12.1 | 23.8 | 4.6 | 47.2 | 6.7 | 26.3 | 4.1 | 16.5 | 11.9 | 12.9 | 6.9 | 10.6 | 20.1 | 21.4 | 27.1 | 51.8 | 16.1 | 4.5 | 7.4 |
Standard Deviation(%) | NA | 11.2 | 11.0 | 17.5 | 24.4 | 20.2 | NA | 21.6 | 11.5 | 25.0 | 13.0 | 43.9 | 12.2 | 18.5 | 9.2 | 16.6 | 15.2 | 12.3 | 11.3 | 12.3 | 22.7 | 21.6 | 32.7 | 41.0 | 17.0 | 11.1 | 21.6 |
Treynor Ratio | NA | 0.12 | 0.12 | 0.04 | 0.07 | 0.07 | NA | 0.07 | 0.18 | -0.21 | 0.63 | 0.03 | 0.23 | -0.14 | 0.39 | 0.0 | 0.19 | 0.0 | 0.38 | 0.26 | -0.08 | -0.13 | 0.7 | -0.43 | -0.17 | 0.87 | -2.36 |
Alpha | NA | 0.05 | 0.02 | 0.02 | 0.02 | 0.02 | NA | 0.01 | 0.02 | -0.01 | 0.09 | -0.02 | 0.01 | 0.01 | 0.03 | -0.01 | 0.06 | 0.01 | 0.05 | 0.02 | 0.02 | -0.07 | 0.09 | 0.03 | -0.06 | 0.07 | -0.18 |
Beta | NA | 0.82 | 0.69 | 0.76 | 0.99 | 0.91 | NA | 0.79 | 0.67 | 0.86 | 0.45 | 1.23 | 0.75 | 0.96 | 0.77 | 0.68 | 0.67 | 0.67 | 0.66 | 0.6 | 0.76 | 0.7 | 0.84 | 0.79 | 0.52 | 0.31 | 0.15 |
RSquared | NA | 0.56 | 0.53 | 0.43 | 0.57 | 0.52 | NA | 0.55 | 0.52 | 0.48 | 0.19 | 0.71 | 0.42 | 0.5 | 0.36 | 0.47 | 0.45 | 0.35 | 0.51 | 0.61 | 0.78 | 0.48 | 0.56 | 0.72 | 0.32 | 0.16 | 0.0 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.9 | 11.2 | 9.7 | 10.7 | 16.9 | 10.3 | 9.1 | 10.2 | N/A |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.4 | -3.3 | -18.4 | -18.3 | 0.0 | 0.0 | 0.0 | 300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2005
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 WORLD STOCK Asset Class Trend Rankings |
Top Rated Funds in WORLD STOCK
Best Mutual Funds
- TAVFX (THIRD AVENUE VALUE FUND INSTITUTIONAL CLASS) (100%)
- VHGEX (VANGUARD GLOBAL EQUITY FUND INVESTOR SHARES) (100%)
- FWWFX (FIDELITY WORLDWIDE FUND FIDELITY WORLDWIDE FUND) (99%)
- JAWWX (JANUS GLOBAL RESEARCH FUND CLASS T) (99%)
- TWEBX (TWEEDY BROWNE VALUE FUND TWEEDY BROWNE VALUE FUND) (95%)
- WWNPX (KINETICS PARADIGM FUND NO LOAD CLASS) (95%)
- GWOAX (GMO GLOBAL DEVELOPED EQUITY ALLOCATION FUND CLASS III) (95%)
- GMGEX (GMO GLOBAL EQUITY ALLOCATION FUND CLASS III) (94%)
- MDISX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS Z) (94%)
- CSUIX (COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC. CLASS I) (94%)
Best ETFs
- DGT (SPDR® Global Dow ETF) (100%)
- TOK (iShares MSCI Kokusai ETF) (96%)
- ACWI (iShares MSCI ACWI ETF) (96%)
- DEW (WisdomTree Global High Dividend Fund) (96%)
- FGD (First Trust Dow Jones Global Select Dividend Index Fund) (96%)
- IOO (iShares Global 100 ETF) (96%)
- VT (Vanguard Total World Stock Index Fund ETF Shares) (95%)
- SDIV (Global X SuperDividend ETF) (33%)
- URTH (iShares MSCI World ETF) (33%)
- ACWV (iShares MSCI Global Min Vol Factor ETF) (32%)
Best Closed End Funds
- AGD (Aberdeen Global Dynamic Dividend Fund) (99%)
- BOE (BlackRock Global Opportunities Equity Trust) (99%)
- GLQ (Clough Global EF) (99%)
- ETG (Eaton Vance Tax Advantaged Global Dividend Income Closed Fund) (98%)
- ETO (Eaton Vance Tax Advantaged Global Dividend Opportunities Closed Fund) (98%)
- ETW (Eaton Vance Tax Managed Global Buy Write Opportunities Closed Fund) (98%)
- EXG (Eaton Vance Tax-Managed Global Diversified Equity Income Closed Fund) (98%)
- EOD (Allspring Global Dividend Opportunity Fund) (98%)
- IGA (Voya Global Advantage & Premium Opportunity Fund) (97%)
- IGD (Voya Global Equity Dividend & Premium Opportunity Closed Fund) (97%)