Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBCPX (EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND CLASS B) | NA | -15.08% | -1.89% | 6.70% | 3.81% | NA | NA | … | … |
Data as of 12/22/2016, Common starting date is 01/13/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBCPX (EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND CLASS B) | 01/13/2003 | 12/22/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -16.97 | -15.08 | -1.89 | 6.70 | 3.81 | NA | NA | … | … | -15.35 | 4.87 | 5.49 | 33.79 | 10.11 | -2.65 | 8.75 | 49.79 | -49.44 | 30.07 | 18.87 | 0.77 | 14.17 | 28.86 |
| Sharpe Ratio | NA | -0.55 | -0.08 | 0.32 | 0.12 | NA | NA | … | … | -0.65 | 0.29 | 0.38 | 2.68 | 0.65 | -0.10 | 0.43 | 1.44 | -1.00 | 1.36 | 1.01 | -0.11 | 0.81 | 1.47 |
| Standard Deviation(%) | NA | 27.83 | 21.84 | 20.46 | 28.24 | NA | NA | … | … | 24.26 | 16.68 | 14.60 | 12.57 | 15.54 | 27.46 | 20.29 | 34.41 | 50.29 | 19.99 | 15.52 | 13.06 | 16.24 | 19.88 |
| Draw Down(%) | NA | 18.56 | 19.88 | 19.88 | 63.45 | NA | NA | … | … | 18.56 | 13.20 | 9.94 | 5.92 | 11.74 | 24.49 | 18.03 | 23.15 | 63.45 | 15.08 | 16.33 | 15.88 | 15.84 | 15.80 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.82 | 2.46 | 1.85 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 18.16 | 2.29 | 2.08 | 0.00 | 0.00 |
Data as of 12/22/2016, Common starting date is 01/13/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBCPX (EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND CLASS B) |
-12.64%
Feb 2006 – Feb 2009 |
-4.85%
Feb 2004 – Feb 2009 |
5.34%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBCPX (EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND CLASS B) |
25.31%
Feb 2009 – Feb 2012 |
21.44%
Feb 2009 – Feb 2014 |
9.26%
Feb 2003 – Feb 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart