Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECASX (Eaton Vance AtlntCptl SMID Cp Fd Cl C) | -3.49% | -6.56% | 4.81% | 1.86% | 8.04% | 9.61% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/07/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECASX (Eaton Vance AtlntCptl SMID Cp Fd Cl C) | 10/07/2009 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | -6.56 | 4.81 | 1.86 | 8.04 | 9.61 | NA | … | … | -3.49 | -6.60 | 12.43 | 12.90 | -9.65 | 20.72 | 10.23 | 33.03 | -6.55 | 23.51 | 10.13 | 8.64 | 4.12 | 34.76 | 13.07 | 4.57 | 24.61 | 3.06 |
| Sharpe Ratio | NA | -0.55 | 0.14 | -0.04 | 0.34 | NA | NA | … | … | -0.59 | -0.52 | 0.68 | 0.68 | -0.49 | 1.30 | 0.26 | 2.35 | -0.50 | 2.66 | 0.68 | 0.61 | 0.34 | 2.99 | 0.95 | 0.17 | 1.27 | 0.78 |
| Standard Deviation(%) | NA | 15.28 | 15.30 | 16.98 | 18.92 | NA | NA | … | … | 16.72 | 18.20 | 12.87 | 13.69 | 22.67 | 15.91 | 37.58 | 13.41 | 15.95 | 8.62 | 14.54 | 14.20 | 11.91 | 11.60 | 13.77 | 26.80 | 19.36 | 17.58 |
| Draw Down(%) | NA | 15.25 | 21.28 | 21.28 | 40.02 | NA | NA | … | … | 12.52 | 17.89 | 7.82 | 11.15 | 19.93 | 8.61 | 40.02 | 5.87 | 23.61 | 4.34 | 9.88 | 10.60 | 8.57 | 4.74 | 8.57 | 23.23 | 15.38 | 7.29 |
| Yield(%) | 0.00 | 8.60 | 6.53 | 7.57 | 9.44 | 11.39 | 11.59 | … | … | 0.00 | 8.35 | 5.33 | 4.01 | 11.63 | 15.06 | 12.07 | 9.68 | 7.53 | 4.63 | 4.50 | 7.78 | 3.46 | 0.87 | 0.38 | 0.61 | 0.77 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/07/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECASX (Eaton Vance AtlntCptl SMID Cp Fd Cl C) |
1.98%
Mar 2017 – Mar 2020 |
1.77%
May 2021 – May 2026 |
8.12%
May 2016 – May 2026 |
9.31%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECASX (Eaton Vance AtlntCptl SMID Cp Fd Cl C) |
21.87%
Aug 2010 – Aug 2013 |
18.13%
Jun 2010 – Jun 2015 |
15.31%
Sep 2011 – Sep 2021 |
13.37%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart