Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAGCX (Eaton Vance Atlant Cptl Fcs Gwth Fd Cl C) | -11.46% | -7.99% | 6.76% | 4.56% | 12.29% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAGCX (Eaton Vance Atlant Cptl Fcs Gwth Fd Cl C) | 06/06/2011 | 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 (%) | -0.39 | -7.99 | 6.76 | 4.56 | 12.29 | NA | NA | … | … | -11.46 | 9.77 | 9.45 | 24.35 | -21.00 | 29.09 | 25.94 | 37.11 | 7.21 | 26.10 | 2.40 | 1.77 | 7.68 | 25.75 | 16.93 | -13.00 |
| Sharpe Ratio | NA | -0.67 | 0.34 | 0.14 | 0.61 | NA | NA | … | … | -1.75 | 0.44 | 0.52 | 1.54 | -0.87 | 2.09 | 0.77 | 2.80 | 0.33 | 3.38 | 0.17 | 0.11 | 0.63 | 2.17 | 1.03 | -0.64 |
| Standard Deviation(%) | NA | 12.07 | 13.33 | 16.67 | 17.87 | NA | NA | … | … | 14.07 | 15.62 | 11.18 | 13.53 | 25.73 | 13.94 | 33.20 | 12.72 | 17.52 | 7.56 | 13.19 | 15.73 | 12.12 | 11.84 | 16.55 | 33.64 |
| Draw Down(%) | NA | 15.09 | 15.09 | 27.87 | 30.92 | NA | NA | … | … | 15.09 | 14.25 | 5.46 | 10.77 | 27.63 | 6.34 | 30.92 | 5.43 | 15.37 | 3.77 | 10.60 | 12.01 | 7.73 | 5.26 | 14.17 | 24.16 |
| Yield(%) | 0.00 | 13.69 | 7.53 | 5.07 | 9.52 | 9.06 | 6.79 | … | … | 0.00 | 14.51 | 4.38 | 0.27 | 0.22 | 2.69 | 0.74 | 0.20 | 16.87 | 41.78 | 14.83 | 17.71 | 7.17 | 2.26 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAGCX (Eaton Vance Atlant Cptl Fcs Gwth Fd Cl C) |
2.45%
Dec 2021 – Dec 2024 |
4.78%
May 2021 – May 2026 |
11.85%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAGCX (Eaton Vance Atlant Cptl Fcs Gwth Fd Cl C) |
30.63%
Dec 2018 – Dec 2021 |
24.68%
Dec 2016 – Dec 2021 |
17.40%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart