Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECFVX (Eaton Vance Val Opport Fd Cl C) | 14.33% | 27.06% | 15.20% | 5.66% | 9.04% | 9.23% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECFVX (Eaton Vance Val Opport Fd Cl C) | 03/08/2011 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.66 | 27.06 | 15.20 | 5.66 | 9.04 | 9.23 | NA | … | … | 14.33 | 9.74 | 11.38 | 7.31 | -7.16 | 12.23 | -1.14 | 31.43 | -6.81 | 19.30 | 6.67 | -1.24 | 9.19 | 31.22 | 16.55 | -8.04 |
| Sharpe Ratio | NA | 2.06 | 0.86 | 0.19 | 0.40 | NA | NA | … | … | 2.62 | 0.43 | 0.65 | 0.26 | -0.40 | 0.70 | -0.04 | 2.45 | -0.55 | 2.70 | 0.48 | -0.08 | 0.78 | 2.60 | 1.24 | -0.37 |
| Standard Deviation(%) | NA | 11.56 | 13.64 | 16.33 | 18.32 | NA | NA | … | … | 12.91 | 15.93 | 11.91 | 14.32 | 21.50 | 17.36 | 37.74 | 12.23 | 14.97 | 6.93 | 13.43 | 15.13 | 11.73 | 12.00 | 13.38 | 26.42 |
| Draw Down(%) | NA | 10.05 | 18.18 | 21.83 | 40.71 | NA | NA | … | … | 10.05 | 15.45 | 7.68 | 13.68 | 16.98 | 12.70 | 40.71 | 7.26 | 21.29 | 3.79 | 10.39 | 12.39 | 8.63 | 5.66 | 10.11 | 22.65 |
| Yield(%) | 0.00 | 5.12 | 4.96 | 2.67 | 4.48 | 5.34 | 3.89 | … | … | 0.00 | 5.06 | 6.56 | 2.12 | 0.25 | 0.46 | 0.37 | 4.03 | 13.64 | 3.15 | 0.92 | 3.10 | 6.36 | 2.83 | 0.94 | 0.26 |
Data as of 06/04/2026, Common starting date is 03/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECFVX (Eaton Vance Val Opport Fd Cl C) |
0.55%
Mar 2017 – Mar 2020 |
1.84%
Mar 2015 – Mar 2020 |
5.63%
Oct 2013 – Oct 2023 |
8.42%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECFVX (Eaton Vance Val Opport Fd Cl C) |
22.31%
Sep 2011 – Sep 2014 |
13.44%
Sep 2011 – Sep 2016 |
12.55%
Sep 2011 – Sep 2021 |
8.85%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart