Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBDIX (EATON VANCE TAX-MANAGED GLOBAL DIVIDEND INCOME FUND EATON VANCE TAX-MANAGED GLOBAL DIVIDEND INCOME FUND CLASS B) | NA | 6.87% | 7.68% | 6.05% | 6.51% | 4.76% | NA | … | … |
Data as of 10/15/2019, Common starting date is 08/18/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBDIX (EATON VANCE TAX-MANAGED GLOBAL DIVIDEND INCOME FUND EATON VANCE TAX-MANAGED GLOBAL DIVIDEND INCOME FUND CLASS B) | 08/18/2003 | 10/15/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.82 | 6.87 | 7.68 | 6.05 | 6.51 | 4.76 | NA | … | … | 16.96 | -12.16 | 19.15 | 1.39 | 2.10 | 2.41 | 19.82 | 12.88 | -1.92 | 6.90 | 19.89 | -33.91 | 4.39 | 18.09 | 5.19 | 14.20 | 8.88 |
| Sharpe Ratio | NA | 0.36 | 0.48 | 0.40 | 0.45 | NA | NA | … | … | 1.57 | -0.72 | 2.92 | 0.09 | 0.15 | 0.23 | 2.09 | 1.14 | -0.10 | 0.45 | 0.96 | -1.04 | 0.09 | 1.56 | 0.36 | 1.75 | 3.34 |
| Standard Deviation(%) | NA | 15.03 | 13.42 | 13.53 | 13.60 | NA | NA | … | … | 13.04 | 18.76 | 6.37 | 13.10 | 13.71 | 10.46 | 9.47 | 11.32 | 19.24 | 15.13 | 20.71 | 33.43 | 15.39 | 9.55 | 8.30 | 7.56 | 7.48 |
| Draw Down(%) | NA | 14.61 | 21.37 | 21.37 | 21.37 | NA | NA | … | … | 6.69 | 21.37 | 2.61 | 11.49 | 11.51 | 9.10 | 6.29 | 10.03 | 18.55 | 13.33 | 25.41 | 43.77 | 10.79 | 8.55 | 7.15 | 8.37 | 2.00 |
| Yield(%) | 0.00 | 2.80 | 3.11 | 3.23 | 3.95 | 3.88 | 3.46 | … | … | 2.32 | 2.59 | 2.84 | 3.42 | 3.03 | 3.15 | 3.51 | 4.15 | 4.64 | 4.32 | 5.71 | 5.27 | 4.64 | 5.01 | 4.20 | 2.88 | 0.81 |
Data as of 10/15/2019, Common starting date is 08/18/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBDIX (EATON VANCE TAX-MANAGED GLOBAL DIVIDEND INCOME FUND EATON VANCE TAX-MANAGED GLOBAL DIVIDEND INCOME FUND CLASS B) |
-13.35%
Feb 2006 – Feb 2009 |
-4.79%
May 2007 – May 2012 |
2.11%
Nov 2006 – Nov 2016 |
4.17%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBDIX (EATON VANCE TAX-MANAGED GLOBAL DIVIDEND INCOME FUND EATON VANCE TAX-MANAGED GLOBAL DIVIDEND INCOME FUND CLASS B) |
17.59%
Feb 2009 – Feb 2012 |
15.97%
Feb 2009 – Feb 2014 |
9.68%
Feb 2009 – Feb 2019 |
5.81%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison Chart