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
ECVSX (EATON VANCE GLOBAL SMALL-CAP FUND EATON VANCE GLOBAL SMALL-CAP FUND CLASS C) NA 15.14% 8.62% 8.05% 7.14% 7.92% NA
Data as of 06/29/2018, Common starting date is 01/07/2003
More Performance Analytics Comparison
Name Start Date End Date
ECVSX (EATON VANCE GLOBAL SMALL-CAP FUND EATON VANCE GLOBAL SMALL-CAP FUND CLASS C) 01/07/2003 06/29/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) 0.00 15.14 8.62 8.05 7.14 7.92 NA 4.83 22.17 7.71 -8.57 2.62 30.52 8.75 -2.39 16.86 23.38 -27.16 1.57 13.07 3.54 17.42 29.26
Sharpe Ratio NA 1.49 0.65 0.63 0.32 NA NA 0.75 2.93 0.50 -0.61 0.19 2.34 0.56 -0.08 0.84 0.77 -0.71 -0.08 0.75 0.11 1.28 1.86
Standard Deviation(%) NA 9.49 12.61 12.71 21.47 NA NA 11.69 7.39 15.04 14.21 13.83 13.01 15.78 29.01 20.01 30.33 39.36 18.38 13.03 13.00 12.88 15.68
Draw Down(%) NA 8.74 20.88 23.82 51.11 NA NA 8.74 3.40 13.46 15.89 11.12 5.14 11.15 26.57 18.37 30.38 41.59 14.41 10.32 8.11 7.81 11.10
Yield(%) 0.00 12.62 12.10 10.02 7.25 8.40 6.82 7.66 5.00 0.51 25.56 5.07 9.25 9.17 1.02 0.00 0.00 0.00 12.56 12.88 0.00 0.13 0.00
Data as of 06/29/2018, 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
ECVSX (EATON VANCE GLOBAL SMALL-CAP FUND EATON VANCE GLOBAL SMALL-CAP FUND CLASS C) -14.59%
Feb 2006 – Feb 2009
-4.71%
Feb 2004 – Feb 2009
3.15%
Jan 2006 – Jan 2016
8.03%
May 2003 – May 2018
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ECVSX (EATON VANCE GLOBAL SMALL-CAP FUND EATON VANCE GLOBAL SMALL-CAP FUND CLASS C) 23.48%
Feb 2009 – Feb 2012
20.88%
Feb 2009 – Feb 2014
9.08%
Mar 2003 – Mar 2013
8.61%
Feb 2003 – Feb 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return