Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EALCX (EATON VANCE GROWTH FUND EATON VANCE GROWTH FUND CLASS A) | 7.82% | 21.83% | 23.26% | 12.38% | 15.85% | 14.50% | 11.77% | … | … |
Data as of 06/03/2026, Common starting date is 01/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EALCX (EATON VANCE GROWTH FUND EATON VANCE GROWTH FUND CLASS A) | 01/07/2003 | 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 (%) | 0.45 | 21.83 | 23.26 | 12.38 | 15.85 | 14.50 | 11.77 | … | … | 7.82 | 14.63 | 32.44 | 38.46 | -29.60 | 19.52 | 37.19 | 30.32 | -0.21 | 25.41 | 2.32 | 7.06 | 14.10 | 35.35 | 12.67 | -5.41 | 14.30 | 36.11 | -38.08 | 12.60 | 12.42 | 6.60 | 10.68 | 19.13 |
| Sharpe Ratio | NA | 1.44 | 1.13 | 0.47 | 0.68 | NA | NA | … | … | 1.20 | 0.52 | 1.65 | 2.18 | -1.04 | 1.19 | 1.02 | 1.89 | -0.08 | 2.99 | 0.14 | 0.43 | 1.05 | 2.88 | 0.89 | -0.22 | 0.78 | 1.41 | -1.05 | 0.63 | 0.83 | 0.43 | 0.85 | 1.14 |
| Standard Deviation(%) | NA | 14.80 | 18.70 | 21.00 | 21.14 | NA | NA | … | … | 16.46 | 22.52 | 17.48 | 16.15 | 29.91 | 16.41 | 35.95 | 15.23 | 20.90 | 8.32 | 15.15 | 16.54 | 13.45 | 12.24 | 14.32 | 24.53 | 18.30 | 25.48 | 36.94 | 15.18 | 10.90 | 10.15 | 11.37 | 16.51 |
| Draw Down(%) | NA | 14.36 | 21.68 | 33.96 | 33.96 | NA | NA | … | … | 12.99 | 21.68 | 12.73 | 9.97 | 33.52 | 7.93 | 31.67 | 10.35 | 22.59 | 3.68 | 14.80 | 12.92 | 8.14 | 6.23 | 11.31 | 20.15 | 15.18 | 19.95 | 47.40 | 8.92 | 9.52 | 7.14 | 8.15 | 11.91 |
| Yield(%) | 0.00 | 14.57 | 12.59 | 8.87 | 12.13 | 13.12 | 11.75 | … | … | 0.00 | 14.77 | 8.87 | 11.59 | 3.81 | 9.51 | 8.81 | 10.77 | 12.24 | 5.80 | 1.96 | 4.47 | 10.32 | 14.97 | 1.15 | 0.00 | 0.00 | 0.00 | 0.19 | 1.22 | 2.26 | 2.98 | 0.89 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/07/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EALCX (EATON VANCE GROWTH FUND EATON VANCE GROWTH FUND CLASS A) |
-12.50%
Feb 2006 – Feb 2009 |
-4.82%
Feb 2004 – Feb 2009 |
6.60%
Feb 2006 – Feb 2016 |
7.99%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EALCX (EATON VANCE GROWTH FUND EATON VANCE GROWTH FUND CLASS A) |
29.25%
Sep 2022 – Sep 2025 |
21.74%
Dec 2016 – Dec 2021 |
17.78%
Sep 2011 – Sep 2021 |
15.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart