Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EFGIX (Eaton Vance Focused Global Opport FundCl) | NA | 23.21% | 8.66% | 9.57% | NA | NA | NA | … | … |
Data as of 10/16/2023, Common starting date is 12/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFGIX (Eaton Vance Focused Global Opport FundCl) | 12/18/2015 | 10/16/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.21 | 8.66 | 9.57 | NA | NA | NA | … | … | 13.31 | -18.70 | 24.86 | 13.88 | 31.77 | -7.80 | 20.85 | -0.48 | 1.93 |
| Sharpe Ratio | NA | 1.53 | 0.37 | 0.37 | NA | NA | NA | … | … | 1.09 | -0.83 | 1.38 | 0.39 | 2.42 | -0.57 | 2.79 | -0.04 | 6.07 |
| Standard Deviation(%) | NA | 15.23 | 19.16 | 22.40 | NA | NA | NA | … | … | 11.88 | 24.27 | 18.03 | 34.82 | 12.57 | 15.96 | 7.27 | 15.30 | 13.58 |
| Draw Down(%) | NA | 7.37 | 34.16 | 35.25 | NA | NA | NA | … | … | 7.37 | 28.27 | 8.71 | 35.25 | 6.80 | 19.34 | 2.81 | 14.34 | 1.47 |
| Yield(%) | 0.00 | 2.03 | 4.65 | 4.82 | 3.37 | 2.24 | 1.68 | … | … | 0.00 | 1.51 | 10.55 | 0.40 | 1.30 | 7.40 | 4.28 | 0.83 | 0.00 |
Data as of 10/16/2023, Common starting date is 12/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFGIX (Eaton Vance Focused Global Opport FundCl) |
2.59%
Mar 2017 – Mar 2020 |
5.40%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFGIX (Eaton Vance Focused Global Opport FundCl) |
23.28%
Dec 2018 – Dec 2021 |
16.04%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart