Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAASX (EATON VANCE ATLANTA CAPITAL SMID-CAP FUND EATON VANCE ATLANTA CAPITAL SMID-CAP FUND CLASS A) | -3.17% | -5.84% | 5.60% | 2.63% | 8.86% | 10.44% | 10.39% | … | … |
Data as of 06/03/2026, Common starting date 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 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | -5.84 | 5.60 | 2.63 | 8.86 | 10.44 | 10.39 | … | … | -3.17 | -5.90 | 13.32 | 13.73 | -8.97 | 21.66 | 11.03 | 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 | -0.51 | 0.19 | 0.00 | 0.39 | NA | NA | … | … | -0.55 | -0.48 | 0.75 | 0.72 | -0.46 | 1.36 | 0.29 | 2.43 | -0.45 | 2.78 | 0.73 | 0.67 | 0.41 | 3.08 | 1.01 | 0.20 | 1.35 | 1.16 | -0.70 | 0.60 | 0.74 | 0.16 | 1.24 | 0.89 |
| Standard Deviation(%) | NA | 15.24 | 15.43 | 17.04 | 18.90 | NA | NA | … | … | 16.75 | 18.20 | 12.88 | 14.09 | 22.66 | 15.89 | 37.26 | 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 | 14.82 | 21.06 | 21.06 | 39.96 | NA | NA | … | … | 12.44 | 17.75 | 7.75 | 11.09 | 19.67 | 8.57 | 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 | 6.99 | 5.51 | 6.70 | 8.95 | 11.28 | 11.99 | … | … | 0.00 | 6.81 | 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 06/03/2026, Common starting date 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 |
8.94%
May 2016 – May 2026 |
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