Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EACPX (EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND CLASS A) | 3.76% | 14.97% | 16.27% | 9.06% | 13.69% | 12.02% | 10.64% | … | … |
Data as of 06/03/2026, Common starting date is 01/13/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EACPX (EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND CLASS A) | 01/13/2003 | 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 (%) | -0.41 | 14.97 | 16.27 | 9.06 | 13.69 | 12.02 | 10.64 | … | … | 3.76 | 9.13 | 19.33 | 41.77 | -29.56 | 18.48 | 33.60 | 31.91 | 0.01 | 25.78 | 1.76 | 5.62 | 6.35 | 34.72 | 11.01 | -1.96 | 9.61 | 51.04 | -49.13 | 31.26 | 19.73 | 1.53 | 15.02 | 29.67 |
| Sharpe Ratio | NA | 1.02 | 0.82 | 0.32 | 0.58 | NA | NA | … | … | 0.67 | 0.30 | 1.02 | 2.47 | -1.01 | 1.12 | 0.93 | 1.99 | -0.06 | 2.79 | 0.10 | 0.34 | 0.43 | 2.76 | 0.71 | -0.07 | 0.47 | 1.48 | -0.99 | 1.41 | 1.06 | -0.06 | 0.87 | 1.51 |
| Standard Deviation(%) | NA | 14.03 | 17.16 | 20.42 | 21.04 | NA | NA | … | … | 16.19 | 20.66 | 15.39 | 15.58 | 30.72 | 16.54 | 35.88 | 15.33 | 22.12 | 9.05 | 15.76 | 16.68 | 14.62 | 12.58 | 15.53 | 27.38 | 20.41 | 34.38 | 50.37 | 19.98 | 15.51 | 13.08 | 16.22 | 19.89 |
| Draw Down(%) | NA | 16.26 | 21.32 | 33.70 | 33.70 | NA | NA | … | … | 15.20 | 20.77 | 9.75 | 9.46 | 32.73 | 8.58 | 32.00 | 10.13 | 23.86 | 3.99 | 15.72 | 13.02 | 9.84 | 5.87 | 11.71 | 24.31 | 17.90 | 22.95 | 63.39 | 15.01 | 16.28 | 15.69 | 15.67 | 15.67 |
| Yield(%) | 0.00 | 8.50 | 4.80 | 3.44 | 5.05 | 5.12 | 5.61 | … | … | 0.00 | 8.38 | 2.63 | 0.00 | 0.00 | 3.71 | 4.00 | 2.86 | 2.30 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 18.08 | 2.18 | 2.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/13/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EACPX (EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND CLASS A) |
-12.02%
Feb 2006 – Feb 2009 |
-4.16%
Feb 2004 – Feb 2009 |
5.27%
Oct 2007 – Oct 2017 |
6.59%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EACPX (EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND CLASS A) |
27.81%
Dec 2018 – Dec 2021 |
22.40%
Feb 2009 – Feb 2014 |
16.57%
Sep 2011 – Sep 2021 |
15.45%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart