Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBVSX (EATON VANCE SMALL-CAP VALUE FUND EATON VANCE SMALL-CAP VALUE FUND CLASS B) | NA | -10.00% | 6.41% | 5.04% | 4.28% | NA | NA | … | … |
Data as of 12/31/2015, Common starting date is 01/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBVSX (EATON VANCE SMALL-CAP VALUE FUND EATON VANCE SMALL-CAP VALUE FUND CLASS B) | 01/07/2003 | 12/31/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.00 | 6.41 | 5.04 | 4.28 | NA | NA | … | … | -34.26 | -2.58 | 20.65 | -0.37 | -3.49 | 16.89 | 23.41 | -27.15 | -10.63 | 0.07 | 3.60 | 17.22 | 29.31 |
| Sharpe Ratio | NA | -0.70 | -0.21 | -0.12 | 0.16 | NA | NA | … | … | -1.00 | -0.17 | 1.44 | -0.02 | -0.12 | 0.84 | 0.77 | -0.71 | -0.65 | -0.18 | 0.11 | 1.26 | 1.87 |
| Standard Deviation(%) | NA | 49.01 | 39.44 | 48.98 | 22.57 | NA | NA | … | … | 34.23 | 14.98 | 14.27 | 17.92 | 29.10 | 19.98 | 30.27 | 39.39 | 21.06 | 17.69 | 13.03 | 12.88 | 15.60 |
| Draw Down(%) | NA | 36.73 | 39.44 | 39.44 | 59.82 | NA | NA | … | … | 36.73 | 11.60 | 7.61 | 11.18 | 26.55 | 18.38 | 30.39 | 41.61 | 20.32 | 12.79 | 8.02 | 7.79 | 11.08 |
| Yield(%) | 0.00 | 25.25 | 15.04 | 10.66 | 7.45 | 7.93 | 5.95 | … | … | 25.46 | 5.05 | 9.22 | 9.14 | 1.02 | 0.00 | 0.00 | 0.00 | 12.52 | 12.84 | 0.00 | 0.13 | 0.00 |
Data as of 12/31/2015, 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 |
|---|---|---|---|---|
| EBVSX (EATON VANCE SMALL-CAP VALUE FUND EATON VANCE SMALL-CAP VALUE FUND CLASS B) |
-14.59%
Feb 2006 – Feb 2009 |
-4.72%
Feb 2004 – Feb 2009 |
4.13%
Sep 2005 – Sep 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBVSX (EATON VANCE SMALL-CAP VALUE FUND EATON VANCE SMALL-CAP VALUE FUND CLASS B) |
23.51%
Feb 2009 – Feb 2012 |
20.91%
Feb 2009 – Feb 2014 |
9.08%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart