Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAEAX (EATON VANCE TAX-MANAGED EQUITY ASSET ALLOCATION FUND EATON VANCE TAX-MANAGED EQUITY ASSET ALLOCATION) | 8.70% | 20.83% | 16.91% | 8.74% | 11.36% | 10.51% | 8.59% | … | … |
Data as of 06/03/2026, Common starting date is 07/29/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAEAX (EATON VANCE TAX-MANAGED EQUITY ASSET ALLOCATION FUND EATON VANCE TAX-MANAGED EQUITY ASSET ALLOCATION) | 07/29/2002 | 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 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 20.83 | 16.91 | 8.74 | 11.36 | 10.51 | 8.59 | … | … | 8.70 | 12.06 | 18.00 | 20.69 | -18.37 | 18.46 | 15.46 | 27.43 | -5.80 | 19.15 | 7.58 | 1.03 | 7.05 | 30.37 | 14.10 | -3.24 | 12.40 | 26.04 | -37.98 | 14.12 | 18.12 | 7.83 | 12.62 | 27.41 | -1.33 |
| Sharpe Ratio | NA | 1.74 | 1.06 | 0.40 | 0.58 | NA | NA | … | … | 1.65 | 0.54 | 1.28 | 1.40 | -0.89 | 1.47 | 0.46 | 2.32 | -0.47 | 2.96 | 0.59 | 0.07 | 0.61 | 2.77 | 1.06 | -0.13 | 0.64 | 0.94 | -0.97 | 0.65 | 1.24 | 0.52 | 0.98 | 1.79 | -0.17 |
| Standard Deviation(%) | NA | 11.30 | 13.57 | 15.58 | 16.87 | NA | NA | … | … | 13.07 | 17.01 | 11.20 | 12.31 | 22.40 | 12.54 | 32.98 | 11.20 | 15.25 | 6.28 | 12.39 | 14.09 | 11.46 | 10.95 | 13.35 | 24.87 | 19.19 | 27.46 | 39.99 | 16.86 | 11.90 | 10.67 | 11.82 | 14.94 | 24.65 |
| Draw Down(%) | NA | 9.37 | 17.69 | 26.30 | 34.74 | NA | NA | … | … | 9.37 | 17.42 | 7.35 | 10.53 | 24.72 | 5.40 | 34.74 | 6.22 | 18.98 | 2.54 | 11.35 | 10.89 | 8.43 | 5.13 | 10.78 | 22.68 | 17.08 | 26.29 | 49.51 | 11.01 | 12.04 | 8.56 | 8.88 | 13.47 | 18.71 |
| Yield(%) | 0.00 | 4.58 | 2.53 | 1.60 | 2.50 | 3.83 | 3.60 | … | … | 0.00 | 4.62 | 0.94 | 0.63 | 0.45 | 0.40 | 0.65 | 2.33 | 1.95 | 3.59 | 1.20 | 6.02 | 6.00 | 5.43 | 6.41 | 0.39 | 0.41 | 1.08 | 0.36 | 6.91 | 3.14 | 2.70 | 0.00 | 0.00 | 0.69 |
Data as of 06/03/2026, Common starting date is 07/29/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAEAX (EATON VANCE TAX-MANAGED EQUITY ASSET ALLOCATION FUND EATON VANCE TAX-MANAGED EQUITY ASSET ALLOCATION) |
-13.07%
Feb 2006 – Feb 2009 |
-3.97%
Feb 2004 – Feb 2009 |
4.88%
May 2007 – May 2017 |
5.31%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAEAX (EATON VANCE TAX-MANAGED EQUITY ASSET ALLOCATION FUND EATON VANCE TAX-MANAGED EQUITY ASSET ALLOCATION) |
21.78%
Feb 2009 – Feb 2012 |
20.09%
Feb 2009 – Feb 2014 |
13.67%
Feb 2009 – Feb 2019 |
12.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart