Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ECCPX (EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND CLASS C) 1.48% 11.64% 14.67% 7.53% 12.58% 11.15% 9.71%
Data as of 06/05/2026, Common starting date is 01/13/2003
More Performance Analytics Comparison
Name Start Date End Date
ECCPX (EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND CLASS C) 01/13/2003 06/05/2026
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 2008 2007 2006 2005 2004 2003
Annualized Return (%) -3.33 11.64 14.67 7.53 12.58 11.15 9.71 1.48 8.31 18.43 40.73 -30.09 17.58 32.61 30.92 -0.76 24.88 0.97 4.86 5.55 33.73 10.19 -2.74 9.06 49.93 -49.47 30.09 18.84 0.87 14.03 28.78
Sharpe Ratio NA 0.96 0.77 0.28 0.54 NA NA 0.63 0.26 0.96 2.40 -1.03 1.06 0.90 1.92 -0.10 2.71 0.05 0.29 0.38 2.67 0.66 -0.10 0.44 1.45 -1.00 1.35 1.00 -0.11 0.80 1.47
Standard Deviation(%) NA 13.98 17.14 20.41 21.03 NA NA 16.13 20.63 15.40 15.58 30.72 16.55 35.88 15.35 22.12 8.97 15.64 16.68 14.64 12.60 15.49 27.32 20.37 34.41 50.38 20.03 15.50 13.11 16.28 19.87
Draw Down(%) NA 16.52 21.49 34.19 34.19 NA NA 15.33 20.87 9.79 9.64 33.17 8.62 32.05 10.20 24.04 4.03 15.84 13.13 9.87 5.91 11.80 24.45 17.84 23.02 63.48 15.05 16.30 15.86 15.91 15.78
Yield(%) 0.00 10.59 5.87 4.07 5.72 5.70 5.86 0.00 10.44 3.23 0.00 0.00 4.43 4.72 3.33 2.65 0.33 0.00 0.00 0.00 0.00 0.00 0.00 0.21 0.00 0.00 18.28 2.29 2.08 0.00 0.00
Data as of 06/05/2026, 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
ECCPX (EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND CLASS C) -12.66%
Feb 2006 – Feb 2009
-4.87%
Feb 2004 – Feb 2009
4.50%
Oct 2007 – Oct 2017
5.81%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ECCPX (EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND EATON VANCE TAX-MANAGED MULTI-CAP GROWTH FUND CLASS C) 26.85%
Dec 2018 – Dec 2021
21.53%
Feb 2009 – Feb 2014
15.69%
Sep 2011 – Sep 2021
14.60%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return