Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAREX (Eaton Vance Real Estate Fund Class A) | NA | -24.85% | -10.31% | -6.11% | 1.66% | NA | NA | … | … |
Data as of 05/28/2021, Common starting date is 06/17/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAREX (Eaton Vance Real Estate Fund Class A) | 06/17/2010 | 05/28/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -44.04 | -24.85 | -10.31 | -6.11 | 1.66 | NA | NA | … | … | -34.50 | -10.31 | 23.99 | -4.61 | 3.93 | 5.20 | 6.41 | 31.20 | 0.41 | 15.54 | 9.15 | 9.62 |
| Sharpe Ratio | NA | -0.40 | -0.25 | -0.20 | 0.05 | NA | NA | … | … | -0.70 | -0.23 | 1.86 | -0.37 | 0.32 | 0.31 | 0.37 | 2.88 | 0.03 | 1.20 | 0.32 | 0.80 |
| Standard Deviation(%) | NA | 62.47 | 43.85 | 35.01 | 27.91 | NA | NA | … | … | 92.72 | 44.81 | 12.13 | 16.18 | 10.32 | 16.30 | 17.22 | 10.82 | 14.84 | 13.05 | 28.45 | 22.95 |
| Draw Down(%) | NA | 44.50 | 44.50 | 44.50 | 44.50 | NA | NA | … | … | 44.50 | 43.69 | 5.67 | 13.11 | 6.10 | 14.52 | 14.67 | 7.24 | 16.90 | 8.83 | 21.42 | 13.11 |
| Yield(%) | 0.00 | 2.74 | 3.37 | 3.15 | 4.44 | 3.75 | 2.81 | … | … | 0.51 | 2.24 | 5.14 | 2.63 | 2.20 | 5.88 | 7.68 | 4.32 | 2.28 | 2.03 | 1.75 | 0.94 |
Data as of 05/28/2021, Common starting date is 06/17/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAREX (Eaton Vance Real Estate Fund Class A) |
-3.97%
Mar 2017 – Mar 2020 |
-1.38%
Mar 2015 – Mar 2020 |
6.28%
Oct 2010 – Oct 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAREX (Eaton Vance Real Estate Fund Class A) |
16.42%
Aug 2013 – Aug 2016 |
14.72%
Sep 2011 – Sep 2016 |
7.98%
Apr 2011 – Apr 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart