Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECSMX (EATON VANCE SMALL-CAP FUND EATON VANCE SMALL-CAP FUND CLASS C) | 1.90% | -1.80% | 3.71% | 0.64% | 7.11% | 7.24% | 7.10% | … | … |
Data as of 06/04/2026, Common starting date is 01/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECSMX (EATON VANCE SMALL-CAP FUND EATON VANCE SMALL-CAP FUND CLASS C) | 01/07/2003 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | -1.80 | 3.71 | 0.64 | 7.11 | 7.24 | 7.10 | … | … | 1.90 | -6.87 | 11.06 | 10.46 | -16.15 | 20.58 | 11.92 | 26.59 | -6.75 | 14.08 | 18.46 | -3.48 | 2.94 | 34.24 | 11.12 | -6.52 | 23.88 | 38.39 | -38.63 | 19.25 | 14.34 | -16.59 | 2.65 | 24.21 |
| Sharpe Ratio | NA | -0.29 | 0.04 | -0.10 | 0.28 | NA | NA | … | … | 0.05 | -0.50 | 0.47 | 0.43 | -0.72 | 1.18 | 0.31 | 1.95 | -0.50 | 1.31 | 1.15 | -0.23 | 0.19 | 2.49 | 0.67 | -0.22 | 1.09 | 1.30 | -0.96 | 0.94 | 0.74 | -0.69 | 0.09 | 1.10 |
| Standard Deviation(%) | NA | 16.03 | 17.11 | 18.67 | 19.90 | NA | NA | … | … | 16.51 | 19.42 | 15.99 | 15.87 | 24.47 | 17.48 | 37.58 | 12.88 | 16.26 | 10.31 | 15.85 | 15.42 | 15.07 | 13.74 | 16.62 | 29.82 | 21.88 | 29.45 | 41.27 | 17.23 | 14.92 | 27.38 | 18.54 | 21.69 |
| Draw Down(%) | NA | 13.11 | 21.81 | 24.81 | 36.63 | NA | NA | … | … | 13.11 | 18.41 | 7.91 | 18.11 | 23.93 | 9.04 | 36.63 | 6.47 | 22.60 | 5.64 | 12.90 | 14.16 | 13.11 | 6.66 | 13.79 | 28.85 | 15.95 | 23.44 | 54.26 | 11.81 | 15.20 | 22.95 | 20.19 | 13.19 |
| Yield(%) | 0.00 | 9.93 | 5.16 | 5.99 | 8.42 | 8.38 | 8.43 | … | … | 0.00 | 9.67 | 3.67 | 0.84 | 3.02 | 17.97 | 1.47 | 10.50 | 12.24 | 13.12 | 16.63 | 20.26 | 19.57 | 7.82 | 6.69 | 0.00 | 0.00 | 0.00 | 5.43 | 3.97 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| ECSMX (EATON VANCE SMALL-CAP FUND EATON VANCE SMALL-CAP FUND CLASS C) |
-11.41%
Feb 2006 – Feb 2009 |
-8.74%
Feb 2004 – Feb 2009 |
4.74%
Aug 2003 – Aug 2013 |
4.96%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECSMX (EATON VANCE SMALL-CAP FUND EATON VANCE SMALL-CAP FUND CLASS C) |
25.24%
Feb 2009 – Feb 2012 |
22.16%
Feb 2009 – Feb 2014 |
14.74%
Feb 2009 – Feb 2019 |
12.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart