Find A Portfolio/Ticker
Comparison Box
ETY: Eaton Vance Tax-Managed Divrs Equity Inc (CEF)
Basic Info 11.51 0.08(0.69%) December 07
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 11/28/2006 |
| Last Dividend Date: | 11/22/2022 |
| 12-Mo. Yield | 6.97% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/02/2022)
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -3.8 | -10.5 | -6.9 | 10.0 | 10.3 | 12.6 | 8.7 | 7.7 | 35.7 | 7.4 | 34.6 | -8.9 | 28.7 | 1.8 | 9.6 | 11.7 | 28.4 | 18.1 | -11.8 | -1.5 | 42.0 | -25.5 | -8.4 | 0.3 |
| SR | NA | -0.35 | -0.13 | 0.38 | 0.42 | 0.63 | NA | 0.32 | 3.03 | 0.17 | 2.78 | -0.56 | 2.91 | 0.1 | 0.6 | 0.85 | 2.28 | 1.49 | -0.51 | -0.07 | 1.29 | -0.6 | -0.7 | -0.06 |
| DD(%) | NA | 21.5 | 21.5 | 42.4 | 42.4 | 42.4 | NA | 52.9 | 4.7 | 42.4 | 7.1 | 24.4 | 5.7 | 12.9 | 11.9 | 12.5 | 8.1 | 10.0 | 23.1 | 19.5 | 27.3 | 50.2 | 19.1 | 2.1 |
| SD(%) | NA | 27.0 | 26.2 | 28.7 | 24.3 | 19.7 | NA | 22.8 | 11.8 | 40.6 | 11.9 | 18.4 | 9.7 | 15.9 | 15.9 | 13.7 | 12.4 | 12.3 | 23.0 | 23.0 | 32.5 | 43.6 | 16.4 | 8.7 |
| TR | NA | -0.11 | -0.04 | 0.12 | 0.11 | 0.14 | NA | 0.08 | 0.58 | 0.07 | 0.47 | -0.12 | 0.37 | 0.02 | 0.12 | 0.13 | 0.33 | 0.22 | -0.13 | -0.02 | 0.46 | -0.32 | -0.18 | -0.02 |
| Alpha(%) | NA | 0.03 | 0.03 | 0.01 | 0.01 | 0.01 | NA | 0.0 | 0.06 | -0.04 | 0.04 | -0.02 | 0.04 | -0.03 | 0.03 | 0.0 | 0.0 | 0.02 | -0.05 | -0.06 | 0.06 | 0.04 | -0.05 | -0.03 |
| Beta(%) | NA | 0.89 | 0.88 | 0.93 | 0.91 | 0.89 | NA | 0.87 | 0.61 | 0.99 | 0.71 | 0.89 | 0.77 | 0.93 | 0.78 | 0.88 | 0.87 | 0.82 | 0.89 | 0.98 | 0.91 | 0.83 | 0.62 | 0.29 |
| RS | NA | 0.69 | 0.69 | 0.69 | 0.68 | 0.65 | NA | 0.63 | 0.49 | 0.72 | 0.56 | 0.69 | 0.28 | 0.59 | 0.59 | 0.54 | 0.6 | 0.74 | 0.84 | 0.6 | 0.59 | 0.61 | 0.36 | 0.06 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/28/2006
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) (100%)
- LMVTX (Legg Mason Cap Mgmt Value C) (100%)
- MPGFX (Mairs & Power Growth Inv) (100%)
- YACKX (Yacktman Svc) (99%)
- FMIHX (FMI Large Cap) (99%)
- FDGFX (Fidelity Dividend Growth) (99%)
- THPGX (Thompson LargeCap) (99%)
- WVALX (Weitz Value) (99%)
- OAKMX (Oakmark I) (99%)
- SWANX (Schwab Core Equity Inv) (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF) (100%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) (100%)
- IWB (iShares Russell 1000) (97%)
- IYY (iShares Dow Jones US) (97%)
- VTI (Vanguard Total Stock Market ETF) (96%)
- RSP (Guggenheim S&P 500 Equal Weight ETF) (96%)
- DSI (iShares MSCI KLD 400 Social) (94%)
- EPS (WisdomTree Earnings 500 ETF) (94%)
- FEX (First Trust Large Cap Core AlphaDEX ETF) (94%)
- IVV (iShares Core S&P 500) (93%)
Best Closed End Funds
- ADX (Adams Express) (95%)
- CLM (Cornerstone Strategic Value) (95%)
- CRF (Cornerstone Total Return Fund) (95%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) (95%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) (95%)
- FFA (First Trust Enhanced Equity Income) (95%)
- GAB (Gabelli Equity) (94%)
- GGT (Gabelli Global Multimedia) (94%)
- USA (Liberty All-Star Equity) (94%)
- GRF (Eagle Capital Growth) (94%)
Latest Articles Related to ETY
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
