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
EHGIX (Eaton Vance Hexavest Global Eq Fd Cl I) NA 11.02% 3.94% 7.74% NA NA NA
Data as of 02/25/2021, Common starting date is 08/30/2012
More Performance Analytics Comparison
Name Start Date End Date
EHGIX (Eaton Vance Hexavest Global Eq Fd Cl I) 08/30/2012 02/25/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) -0.60 11.02 3.94 7.74 NA NA NA 2.67 -0.79 19.92 -7.99 14.82 12.07 -0.36 3.90 22.36 3.49
Sharpe Ratio NA 0.38 0.18 0.45 NA NA NA 1.82 -0.04 2.09 -0.81 2.67 1.09 -0.03 0.42 2.25 1.05
Standard Deviation(%) NA 28.59 18.54 15.39 NA NA NA 10.74 28.95 8.88 11.51 5.33 10.83 12.07 9.33 9.93 10.49
Draw Down(%) NA 30.91 37.21 37.21 NA NA NA 3.43 37.21 5.42 15.82 2.40 7.09 10.73 7.19 7.39 6.60
Yield(%) 0.00 0.00 3.60 4.78 4.62 3.08 2.31 0.00 0.00 4.19 7.21 6.39 4.25 6.33 5.03 4.96 1.27
Data as of 02/25/2021, Common starting date is 08/30/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EHGIX (Eaton Vance Hexavest Global Eq Fd Cl I) -4.57%
Mar 2017 – Mar 2020
-0.07%
Mar 2015 – Mar 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EHGIX (Eaton Vance Hexavest Global Eq Fd Cl I) 10.58%
Sep 2015 – Sep 2018
10.40%
Nov 2012 – Nov 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return