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EXMCX: Eaton Vance Atlanta Capital Hrzn Gr A (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/07/2003 |
Last Dividend Date: | 12/11/2014 |
12-Mo. Yield | 0.00% |
Expenses | 1.40% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/07/2003 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -1.3 | 5.0 | 7.9 | -3.9 | -3.5 | 24.9 | 8.6 | -28.4 | 26.7 | 30.7 | -31.7 | 3.4 | 6.3 | 4.4 | 10.0 | 23.2 |
Sharpe Ratio | NA | -0.25 | 0.35 | -0.08 | 0.01 | 0.12 | -0.25 | -0.24 | 2.04 | 0.51 | -0.7 | 1.34 | 1.04 | -0.83 | 0.02 | 0.22 | 0.19 | 0.77 | 1.44 |
Draw Down(%) | NA | 12.0 | 15.6 | 38.8 | 52.3 | 52.3 | 12.0 | 12.6 | 5.2 | 15.1 | 38.8 | 14.9 | 24.3 | 47.2 | 10.3 | 10.2 | 7.8 | 10.2 | 12.4 |
Standard Deviation(%) | NA | 15.8 | 14.5 | 26.0 | 27.8 | 22.6 | 15.5 | 14.6 | 12.2 | 16.8 | 40.4 | 19.8 | 29.4 | 39.4 | 16.4 | 13.6 | 11.7 | 11.9 | 15.9 |
Treynor Ratio | NA | -0.05 | 0.06 | -0.02 | 0.0 | 0.03 | -0.05 | -0.04 | 0.29 | 0.09 | -0.28 | 0.3 | 0.32 | -0.4 | 0.0 | 0.03 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.02 | -0.03 | -0.07 | -0.05 | -0.01 | -0.01 | -0.06 | -0.01 | -0.03 | -0.1 | 0.0 | -0.03 | 0.05 | -0.04 | 0.0 | NA | NA | NA |
Beta | NA | 0.85 | 0.86 | 0.97 | 0.89 | 0.89 | 0.85 | 0.86 | 0.86 | 1.0 | 1.02 | 0.88 | 0.97 | 0.81 | 0.83 | 0.87 | NA | NA | NA |
RSquared | NA | 0.73 | 0.73 | 0.55 | 0.67 | 0.69 | 0.75 | 0.66 | 0.88 | 0.91 | 0.58 | 0.96 | 0.96 | 0.92 | 0.76 | 0.18 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 4.3 | 6.8 | 5.6 | N/A | 0.0 | 8.1 | 2.9 | 2.6 | 21.7 | 0.5 | 0.0 | 0.0 | 7.5 | 5.7 | 0.6 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -58.8 | 194.6 | N/A | N/A | -100.0 | 241.7 | 20.0 | -91.4 | 5700.0 | N/A | N/A | -100.0 | 37.8 | 957.1 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/07/2003
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