Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECDIX (EATON VANCE TAX-MANAGED GLOBAL DIVIDEND INCOME FUND EATON VANCE TAX-MANAGED GLOBAL DIVIDEND INCOME F) | 9.41% | 25.74% | 17.52% | 8.57% | 10.08% | 8.57% | 6.64% | … | … |
Data as of 06/03/2026, Common starting date is 08/18/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECDIX (EATON VANCE TAX-MANAGED GLOBAL DIVIDEND INCOME FUND EATON VANCE TAX-MANAGED GLOBAL DIVIDEND INCOME F) | 08/18/2003 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 25.74 | 17.52 | 8.57 | 10.08 | 8.57 | 6.64 | … | … | 9.41 | 22.99 | 7.93 | 24.11 | -19.40 | 17.51 | 13.50 | 27.52 | -12.15 | 19.16 | 1.41 | 2.10 | 2.34 | 19.92 | 12.89 | -1.93 | 6.90 | 19.88 | -33.96 | 4.47 | 18.10 | 5.19 | 14.09 | 8.98 |
| Sharpe Ratio | NA | 1.79 | 1.00 | 0.36 | 0.47 | NA | NA | … | … | 1.38 | 1.15 | 0.36 | 1.57 | -0.87 | 1.35 | 0.39 | 2.17 | -0.73 | 2.94 | 0.09 | 0.15 | 0.22 | 2.12 | 1.15 | -0.10 | 0.45 | 0.96 | -1.04 | 0.09 | 1.54 | 0.35 | 1.73 | 3.35 |
| Standard Deviation(%) | NA | 13.46 | 14.71 | 16.78 | 18.08 | NA | NA | … | … | 16.62 | 17.62 | 12.07 | 13.12 | 24.05 | 12.97 | 34.12 | 12.01 | 18.70 | 6.33 | 13.16 | 13.67 | 10.48 | 9.40 | 11.22 | 19.18 | 15.21 | 20.66 | 33.50 | 15.42 | 9.61 | 8.38 | 7.57 | 7.54 |
| Draw Down(%) | NA | 11.16 | 16.12 | 30.41 | 35.39 | NA | NA | … | … | 11.16 | 16.12 | 9.05 | 10.54 | 28.11 | 6.03 | 35.39 | 6.61 | 21.36 | 2.61 | 11.49 | 11.51 | 9.10 | 6.29 | 10.03 | 18.64 | 13.33 | 25.41 | 43.77 | 10.79 | 8.62 | 7.14 | 8.28 | 2.00 |
| Yield(%) | 0.00 | 3.33 | 3.94 | 3.26 | 3.99 | 4.16 | 3.65 | … | … | 0.87 | 3.90 | 3.56 | 3.97 | 3.57 | 2.19 | 2.64 | 3.10 | 2.61 | 2.85 | 3.44 | 3.03 | 3.17 | 3.51 | 4.16 | 4.62 | 4.32 | 5.71 | 5.27 | 4.65 | 5.02 | 4.20 | 2.88 | 0.81 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| ECDIX (EATON VANCE TAX-MANAGED GLOBAL DIVIDEND INCOME FUND EATON VANCE TAX-MANAGED GLOBAL DIVIDEND INCOME F) |
-13.35%
Feb 2006 – Feb 2009 |
-4.79%
May 2007 – May 2012 |
2.11%
Nov 2006 – Nov 2016 |
2.54%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECDIX (EATON VANCE TAX-MANAGED GLOBAL DIVIDEND INCOME FUND EATON VANCE TAX-MANAGED GLOBAL DIVIDEND INCOME F) |
19.93%
Sep 2022 – Sep 2025 |
15.97%
Feb 2009 – Feb 2014 |
10.39%
Feb 2016 – Feb 2026 |
9.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart