Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EAASX (EATON VANCE ATLANTA CAPITAL SMID-CAP FUND EATON VANCE ATLANTA CAPITAL SMID-CAP FUND CLASS A) | 0.92% | 7.79% | 11.67% | 12.35% | 10.80% | 13.59% | 11.39% | 11.85% |
Data as of 07/03/2025, AR inception is 11/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAASX (EATON VANCE ATLANTA CAPITAL SMID-CAP FUND EATON VANCE ATLANTA CAPITAL SMID-CAP FUND CLASS A) | 11/28/2003 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.03 | 7.79 | 11.67 | 12.35 | 10.80 | 13.59 | 11.39 | 11.85 | 0.92 | 9.09 | 10.23 | -18.73 | 7.64 | -1.61 | 34.03 | -5.79 | 24.40 | 10.99 | 9.48 | 4.92 | 35.73 | 13.91 | 5.44 | 25.87 | 34.94 | -26.34 | 12.07 | 14.47 | 4.58 | 18.54 | 1.10 |
| Sharpe Ratio | NA | -0.09 | 0.49 | 0.52 | 0.46 | NA | NA | 0.51 | -0.58 | 0.18 | 0.43 | -0.80 | 0.36 | -0.05 | 2.43 | -0.45 | 2.78 | 0.73 | 0.67 | 0.41 | 3.08 | 1.01 | 0.20 | 1.35 | 1.16 | -0.70 | 0.61 | 0.75 | 0.17 | 1.24 | 0.90 |
| Standard Deviation(%) | NA | 17.99 | 16.44 | 17.59 | 18.98 | NA | NA | 19.87 | 21.71 | 13.50 | 14.01 | 25.10 | 21.21 | 39.28 | 13.42 | 15.94 | 8.59 | 14.70 | 14.21 | 11.90 | 11.59 | 13.81 | 26.81 | 19.08 | 30.00 | 38.91 | 14.85 | 15.07 | 14.51 | 14.21 | 14.21 |
| Draw Down(%) | NA | 21.06 | 21.06 | 21.06 | 39.96 | NA | NA | 45.55 | 17.75 | 11.20 | 11.09 | 20.29 | 19.10 | 39.96 | 5.85 | 23.44 | 4.31 | 9.79 | 10.51 | 8.52 | 4.69 | 8.52 | 23.12 | 15.08 | 25.63 | 44.54 | 7.38 | 9.32 | 9.07 | 7.99 | 3.46 |
| Yield(%) | 0.00 | 4.23 | 6.57 | 9.32 | 8.75 | 14.08 | 11.43 | 13.14 | 0.00 | 4.52 | 3.39 | 10.03 | 13.33 | 10.92 | 8.94 | 7.01 | 4.33 | 4.30 | 7.50 | 3.37 | 0.85 | 0.37 | 0.60 | 1.07 | 0.00 | 2.32 | 15.16 | 8.08 | 7.69 | 1.23 | 0.00 |
Data as of 07/03/2025, AR inception is 11/28/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAASX (EATON VANCE ATLANTA CAPITAL SMID-CAP FUND EATON VANCE ATLANTA CAPITAL SMID-CAP FUND CLASS A) |
-8.34%
Feb 2006 - Feb 2009 |
-0.82%
Feb 2004 - Feb 2009 |
9.90%
Oct 2013 - Oct 2023 |
9.85%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAASX (EATON VANCE ATLANTA CAPITAL SMID-CAP FUND EATON VANCE ATLANTA CAPITAL SMID-CAP FUND CLASS A) |
31.16%
Feb 2009 - Feb 2012 |
26.24%
Feb 2009 - Feb 2014 |
18.64%
Feb 2009 - Feb 2019 |
16.29%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart