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EVTMX: EATON VANCE DIVIDEND BUILDER FUND EATON VANCE DIVIDEND BUILDER FUND CLASS A (MUTUAL FUND)
Basic Info 16.76 0.02(0.12%) July 02
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 12/30/1985 |
| Last Dividend Date: | 06/10/2025 |
| 12-Mo. Yield | 1.24% |
| Expenses | 0.75% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/30/1985 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.4 | 6.4 | 8.2 | 1.1 | 5.1 | 5.9 | 9.1 | 7.1 | 7.9 | 8.3 | 9.3 | -29.0 | 18.7 | 11.0 | 30.2 | -6.7 | 17.1 | 9.2 | 3.0 | 11.7 | 25.4 | 13.5 | 1.1 | 8.7 | 12.9 | -37.6 | 22.9 | 28.6 | 20.3 | 25.8 | 26.3 | -11.9 | -18.9 | 6.3 | 40.5 | 23.6 | 16.4 | 7.0 | 25.6 | -12.3 | 2.1 | 1.5 | 13.7 | -3.1 | 33.5 | 11.2 | -22.7 | 19.1 | 1.5 |
| Sharpe Ratio | NA | 0.11 | 0.0 | -0.11 | 0.09 | 0.22 | NA | NA | 0.34 | 0.14 | 0.43 | -0.97 | 1.37 | 0.31 | 2.6 | -0.52 | 2.49 | 0.75 | 0.2 | 1.06 | 2.33 | 1.04 | 0.05 | 0.46 | 0.54 | -1.04 | 1.25 | 2.41 | 1.53 | 2.63 | 2.01 | -0.61 | -1.26 | 0.11 | 2.33 | 1.47 | 1.3 | 0.43 | 3.34 | -1.73 | 0.0 | -0.11 | 0.82 | -0.67 | 3.27 | 0.66 | -1.39 | 0.81 | NA |
| Draw Down(%) | NA | 14.7 | 18.9 | 27.7 | 33.9 | 34.9 | NA | NA | 53.7 | 10.4 | 9.3 | 30.0 | 6.4 | 34.9 | 5.8 | 18.5 | 3.7 | 8.5 | 11.5 | 7.8 | 5.5 | 11.0 | 16.7 | 15.5 | 26.3 | 47.5 | 11.4 | 7.6 | 10.6 | 7.4 | 13.4 | 27.7 | 24.5 | 18.4 | 8.7 | 15.7 | 7.1 | 7.5 | 3.8 | 15.7 | 14.8 | 8.5 | 9.5 | 12.8 | 2.9 | 7.7 | 28.5 | 19.3 | 0.0 |
| Standard Deviation(%) | NA | 20.2 | 17.3 | 20.7 | 18.9 | 18.8 | NA | NA | 16.5 | 12.2 | 11.7 | 31.4 | 13.6 | 34.2 | 11.1 | 15.5 | 6.6 | 12.0 | 14.8 | 11.0 | 10.9 | 13.1 | 21.8 | 18.6 | 23.8 | 37.0 | 16.0 | 10.6 | 11.8 | 9.5 | 12.7 | 21.2 | 17.2 | 19.3 | 16.0 | 13.8 | 9.8 | 8.1 | 6.5 | 8.8 | 11.3 | 7.8 | 12.2 | 12.3 | 8.5 | 9.9 | 19.2 | 18.4 | 0.0 |
| Treynor Ratio | NA | 0.03 | 0.0 | -0.03 | 0.02 | 0.05 | NA | NA | 0.06 | 0.02 | 0.06 | -0.4 | 0.2 | 0.11 | 0.33 | -0.09 | 0.18 | 0.1 | 0.03 | 0.12 | 0.27 | 0.14 | 0.01 | 0.09 | 0.15 | -0.45 | 0.22 | 0.32 | 0.2 | 0.39 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.02 | -0.05 | -0.03 | -0.02 | NA | NA | 0.01 | -0.04 | -0.04 | -0.06 | -0.02 | -0.03 | 0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.02 | -0.01 | 0.0 | -0.02 | -0.03 | -0.03 | 0.06 | 0.05 | 0.05 | 0.07 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.76 | 0.75 | 0.78 | 0.8 | 0.88 | NA | NA | 0.88 | 0.71 | 0.79 | 0.76 | 0.93 | 0.98 | 0.87 | 0.89 | 0.92 | 0.89 | 0.95 | 0.94 | 0.95 | 1.0 | 0.91 | 1.01 | 0.84 | 0.86 | 0.91 | 0.8 | 0.9 | 0.63 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.91 | 0.77 | 0.5 | 0.61 | 0.79 | NA | NA | 0.57 | 0.57 | 0.8 | 0.42 | 0.84 | 0.99 | 0.96 | 0.97 | 0.87 | 0.96 | 0.98 | 0.97 | 0.93 | 0.97 | 0.98 | 0.97 | 0.94 | 0.9 | 0.81 | 0.59 | 0.61 | 0.51 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.6 | 1.4 | 1.6 | 1.9 | 4.4 | 6.7 | 5.8 | N/A | 1.8 | 1.7 | 1.7 | 2.1 | 1.7 | 5.1 | 7.7 | 9.1 | 6.1 | 10.6 | 5.8 | 1.6 | 2.4 | 3.5 | 3.4 | 4.0 | 3.4 | 10.9 | 11.9 | 2.8 | 3.4 | 3.4 | 3.1 | 4.7 | 20.2 | 23.7 | 3.2 | 18.6 | 10.6 | 5.3 | 4.3 | 5.0 | 5.4 | 5.7 | 5.5 | 7.0 | 6.7 | 7.7 | 4.3 | 4.4 |
| Dividend Growth(%) | N/A | -65.4 | -18.6 | -36.0 | -71.8 | 3.5 | -35.0 | N/A | N/A | 12.8 | -29.9 | -2.6 | 30.3 | -58.4 | -43.6 | -8.8 | 57.1 | -47.5 | 92.3 | 332.2 | -25.0 | -33.3 | 9.1 | -8.3 | -27.3 | -65.6 | 2.2 | 420.7 | -2.9 | 20.9 | -3.4 | -48.7 | -79.9 | -4.8 | 790.8 | -83.2 | 66.3 | 141.2 | 3.9 | -16.6 | -10.6 | 0.0 | -5.5 | 0.0 | 5.8 | -35.0 | 100.0 | -5.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1985
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