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ETY: Eaton Vance Tax-Managed Divrs Equity Inc (CEF)
Basic Info 14.48 0.03(0.21%) September 16
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 11/28/2006 |
| Last Dividend Date: | 08/23/2021 |
| 12-Mo. Yield | 6.89% |
| Expenses | - |
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Performance Analytics (As of 09/10/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.4 | 24.2 | 38.6 | 13.5 | 15.7 | 14.9 | 8.5 | 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 | 3.09 | 2.99 | 0.51 | 0.7 | 0.78 | 0.35 | 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 | 4.7 | 7.4 | 42.4 | 42.4 | 42.4 | 52.9 | 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 | 12.3 | 14.1 | 26.4 | 21.9 | 18.7 | 22.7 | 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 | 0.6 | 0.62 | 0.14 | 0.17 | 0.16 | 0.09 | 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 | 0.06 | 0.06 | -0.01 | 0.0 | 0.0 | 0.0 | -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 | 0.63 | 0.68 | 0.93 | 0.92 | 0.89 | 0.87 | 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 | 0.44 | 0.45 | 0.69 | 0.66 | 0.66 | 0.63 | 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
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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