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ETY: Eaton Vance Tax-Managed Divrs Equity Inc (CEF)
Basic Info 11.34 0.15(1.31%) March 22
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 11/28/2006 |
| Last Dividend Date: | 03/21/2023 |
| 12-Mo. Yield | 6.97% |
| Expenses | - |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.8 | 8.1 | -4.4 | 27.2 | 10.7 | 11.8 | 9.5 | 7.8 | -14.3 | 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 | 2.22 | -0.23 | 0.91 | 0.4 | 0.56 | NA | 0.31 | -0.6 | 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 | 5.7 | 20.1 | 21.5 | 42.4 | 42.4 | NA | 52.9 | 21.5 | 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 | 17.3 | 25.1 | 24.8 | 24.2 | 19.9 | NA | 22.7 | 26.2 | 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 | 0.45 | -0.07 | 0.25 | 0.11 | 0.13 | NA | 0.08 | -0.18 | 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 | 0.1 | 0.02 | 0.03 | 0.01 | 0.01 | NA | 0.0 | 0.01 | 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 | 0.86 | 0.87 | 0.89 | 0.9 | 0.89 | NA | 0.87 | 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 | 0.74 | 0.68 | 0.63 | 0.68 | 0.65 | NA | 0.63 | 0.68 | 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
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