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EVGFX: Eaton Vance Multi-Cap Growth A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/03/1980 |
Last Dividend Date: | 12/23/2009 |
12-Mo. Yield | 0.00% |
Expenses | 1.17% |
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Performance Analytics (As of 03/10/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/03/1980 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 10.0 | 14.9 | 12.8 | 8.3 | 4.7 | 7.7 | 4.9 | 5.8 | 7.4 | 35.3 | 11.6 | -1.4 | 10.0 | 49.1 | -52.9 | 31.4 | 20.9 | 1.9 | 16.1 | 36.7 | -26.7 | -11.0 | -10.1 | 4.5 | 18.8 | 28.5 | 18.2 | 24.7 | -13.2 | -3.1 | -7.3 | 32.6 | -15.4 | 22.4 | 5.1 | -4.2 | -1.5 | 18.6 | -9.0 | -4.0 | 24.0 | -30.3 | 22.5 |
Sharpe Ratio | NA | 0.7 | 1.04 | 0.68 | 0.29 | NA | NA | 0.02 | 2.69 | 0.51 | 2.81 | 0.75 | -0.05 | 0.49 | 1.44 | -1.01 | 1.46 | 1.14 | -0.02 | 0.9 | 1.75 | -0.9 | -0.4 | -0.51 | 0.08 | 0.8 | -1.64 | 1.21 | 2.0 | -1.09 | -0.48 | -0.62 | 1.85 | -1.12 | 1.29 | 0.03 | -0.27 | -0.33 | 0.95 | -0.89 | -0.44 | 1.02 | -1.01 | 0.82 |
Draw Down(%) | NA | 9.0 | 11.6 | 24.1 | 66.1 | NA | NA | 66.1 | 4.0 | 9.0 | 4.8 | 11.6 | 24.1 | 18.0 | 22.5 | 66.1 | 14.7 | 16.3 | 16.6 | 16.0 | 16.4 | 39.9 | 38.0 | 19.3 | 15.1 | 22.2 | 9.4 | 11.6 | 6.5 | 18.0 | 11.8 | 12.5 | 7.9 | 30.3 | 7.2 | 7.5 | 40.9 | 20.9 | 15.1 | 15.3 | 23.7 | 13.1 | 45.8 | 16.8 |
Standard Deviation(%) | NA | 14.2 | 14.3 | 18.7 | 25.9 | NA | NA | 22.1 | 13.6 | 14.6 | 12.5 | 15.4 | 27.2 | 20.3 | 34.0 | 53.4 | 19.6 | 15.6 | 13.9 | 16.9 | 20.6 | 30.8 | 34.0 | 27.4 | 15.5 | 19.4 | 16.2 | 12.0 | 10.4 | 14.8 | 10.9 | 15.5 | 15.5 | 18.4 | 12.9 | 13.5 | 29.8 | 17.4 | 14.2 | 17.6 | 22.6 | 16.1 | 40.0 | 17.8 |
Treynor Ratio | NA | 0.1 | 0.15 | 0.13 | 0.06 | NA | NA | 0.01 | 0.43 | 0.07 | 0.35 | 0.11 | -0.01 | 0.1 | 0.37 | -0.42 | 0.27 | 0.17 | 0.0 | 0.16 | 0.39 | -0.32 | -0.16 | -0.21 | 0.02 | 0.2 | -0.39 | 0.17 | 0.25 | -0.18 | -0.06 | -0.12 | 0.34 | -0.27 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.01 | -0.02 | -0.02 | -0.02 | NA | NA | 0.0 | 0.06 | -0.02 | 0.0 | -0.02 | 0.0 | -0.01 | 0.01 | -0.03 | 0.07 | 0.07 | -0.03 | 0.03 | 0.04 | 0.03 | 0.09 | 0.01 | -0.04 | -0.04 | -0.03 | -0.01 | -0.02 | -0.07 | -0.01 | -0.04 | -0.02 | -0.08 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.01 | 1.02 | 1.02 | 1.16 | NA | NA | 0.93 | 0.86 | 1.04 | 0.99 | 1.02 | 1.01 | 1.01 | 1.31 | 1.29 | 1.06 | 1.02 | 0.92 | 0.96 | 0.91 | 0.86 | 0.87 | 0.68 | 0.61 | 0.78 | 0.69 | 0.84 | 0.84 | 0.91 | 0.89 | 0.79 | 0.84 | 0.77 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.93 | 0.93 | 0.94 | 0.85 | NA | NA | 0.57 | 0.82 | 0.95 | 0.91 | 0.94 | 0.97 | 0.91 | 0.9 | 0.83 | 0.8 | 0.73 | 0.61 | 0.68 | 0.73 | 0.79 | 0.82 | 0.74 | 0.66 | 0.85 | 0.68 | 0.78 | 0.51 | 0.45 | 0.66 | 0.33 | 0.73 | 0.63 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 2.8 | 2.8 | 6.2 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.0 | 0.8 | 17.7 | 3.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 22.0 | 3.3 | 23.8 | 12.4 | 9.5 | 0.4 | 0.7 | 0.4 | 0.0 | 1.2 | 1.0 | 1.2 | 1.1 | 1.0 | 2.0 | 2.3 | 1.6 | 2.4 | 3.4 | 2.5 | 2.9 |
Dividend Growth(%) | N/A | N/A | -100.0 | -100.0 | -72.0 | -24.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 25.0 | -94.9 | 587.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | 555.9 | -86.8 | 125.4 | 39.0 | 2633.3 | -50.0 | 100.0 | N/A | -100.0 | 0.0 | 0.0 | 14.3 | 0.0 | -50.0 | 0.0 | 27.3 | -35.3 | -19.0 | -8.7 | 4.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/1980
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