Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAFVX (Eaton Vance Val Opport Fd Cl A) | 14.00% | 26.69% | 15.82% | 6.50% | 9.86% | 9.94% | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAFVX (Eaton Vance Val Opport Fd Cl A) | 03/08/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 26.69 | 15.82 | 6.50 | 9.86 | 9.94 | NA | … | … | 14.00 | 10.56 | 12.22 | 8.12 | -6.38 | 13.31 | -0.33 | 32.33 | -6.07 | 20.12 | 7.52 | -0.51 | 9.95 | 32.17 | 17.62 | -7.49 |
| Sharpe Ratio | NA | 2.15 | 0.93 | 0.24 | 0.44 | NA | NA | … | … | 2.69 | 0.48 | 0.73 | 0.31 | -0.36 | 0.77 | -0.02 | 2.52 | -0.50 | 2.81 | 0.54 | -0.04 | 0.85 | 2.71 | 1.32 | -0.34 |
| Standard Deviation(%) | NA | 11.55 | 13.64 | 16.31 | 18.33 | NA | NA | … | … | 12.97 | 15.94 | 11.81 | 14.39 | 21.49 | 17.27 | 37.77 | 12.23 | 15.02 | 6.95 | 13.43 | 15.02 | 11.75 | 11.87 | 13.40 | 26.39 |
| Draw Down(%) | NA | 9.99 | 17.99 | 20.43 | 40.66 | NA | NA | … | … | 9.99 | 15.35 | 7.65 | 13.52 | 16.66 | 12.42 | 40.66 | 7.19 | 21.15 | 3.68 | 10.30 | 12.13 | 8.60 | 5.56 | 10.00 | 22.42 |
| Yield(%) | 0.00 | 5.64 | 5.60 | 3.23 | 5.21 | 6.21 | 4.60 | … | … | 0.00 | 5.62 | 7.11 | 2.83 | 0.65 | 1.15 | 0.79 | 4.70 | 14.14 | 3.80 | 1.31 | 3.85 | 6.84 | 3.24 | 1.52 | 1.00 |
Data as of 06/03/2026, Common starting date is 03/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAFVX (Eaton Vance Val Opport Fd Cl A) |
1.27%
Mar 2017 – Mar 2020 |
2.58%
Mar 2015 – Mar 2020 |
6.45%
Oct 2013 – Oct 2023 |
9.26%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAFVX (Eaton Vance Val Opport Fd Cl A) |
23.26%
Sep 2011 – Sep 2014 |
14.29%
Sep 2011 – Sep 2016 |
13.40%
Sep 2011 – Sep 2021 |
9.69%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart