Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBSMX (EATON VANCE SMALL-CAP FUND EATON VANCE SMALL-CAP FUND CLASS B) | NA | 19.82% | 8.05% | 11.09% | 6.56% | NA | NA | … | … |
Data as of 04/27/2017, Common starting date is 05/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBSMX (EATON VANCE SMALL-CAP FUND EATON VANCE SMALL-CAP FUND CLASS B) | 05/07/2002 | 04/27/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.65 | 19.82 | 8.05 | 11.09 | 6.56 | NA | NA | … | … | 4.51 | 2.71 | -21.90 | -16.37 | 26.12 | 4.51 | -6.54 | 23.95 | 38.48 | -42.35 | 15.41 | 14.42 | 5.32 | 2.58 | 29.23 | -21.05 |
| Sharpe Ratio | NA | -1.73 | -1.56 | -1.22 | -0.87 | NA | NA | … | … | 0.01 | -1.59 | -1.93 | -1.35 | 0.50 | -0.85 | -0.84 | 0.24 | 0.68 | -1.50 | -0.38 | -0.53 | -1.05 | -0.92 | 0.46 | -1.89 |
| Standard Deviation(%) | NA | 17.49 | 21.93 | 19.86 | 24.98 | NA | NA | … | … | 11.43 | 19.64 | 20.93 | 25.90 | 15.16 | 16.73 | 29.72 | 21.90 | 29.42 | 41.25 | 17.41 | 14.96 | 14.90 | 18.48 | 21.60 | 28.05 |
| Draw Down(%) | NA | 12.65 | 45.61 | 45.61 | 56.47 | NA | NA | … | … | 3.83 | 12.93 | 28.70 | 23.30 | 7.44 | 15.26 | 28.77 | 15.94 | 23.54 | 54.27 | 11.82 | 15.27 | 13.22 | 20.21 | 13.31 | 33.27 |
| Yield(%) | 0.00 | 14.93 | 15.33 | 13.40 | 7.80 | 7.45 | 5.59 | … | … | 0.00 | 15.77 | 19.40 | 18.90 | 7.56 | 6.42 | 0.00 | 0.00 | 0.00 | 5.28 | 3.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/27/2017, Common starting date is 05/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBSMX (EATON VANCE SMALL-CAP FUND EATON VANCE SMALL-CAP FUND CLASS B) |
-11.47%
Feb 2006 – Feb 2009 |
-4.43%
Feb 2004 – Feb 2009 |
5.05%
Jun 2002 – Jun 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBSMX (EATON VANCE SMALL-CAP FUND EATON VANCE SMALL-CAP FUND CLASS B) |
25.24%
Feb 2009 – Feb 2012 |
22.13%
Feb 2009 – Feb 2014 |
9.76%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart