Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIPDX (Parametric Dividend Income Fund Inst Cla) | NA | -0.59% | 8.79% | 11.91% | 9.40% | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 03/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIPDX (Parametric Dividend Income Fund Inst Cla) | 03/31/2014 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.59 | 8.79 | 11.91 | 9.40 | NA | NA | … | … | 1.71 | 8.45 | 5.07 | 0.26 | 26.47 | 1.29 | 21.91 | -7.39 | 15.79 | 20.28 | -0.36 | 12.78 |
| Sharpe Ratio | NA | -0.26 | 0.37 | 0.65 | 0.45 | NA | NA | … | … | -0.04 | 0.44 | 0.11 | -0.06 | 1.95 | 0.03 | 1.76 | -0.63 | 2.31 | 1.54 | -0.03 | 1.65 |
| Standard Deviation(%) | NA | 14.92 | 14.09 | 14.93 | 17.47 | NA | NA | … | … | 16.23 | 10.96 | 12.76 | 18.80 | 13.58 | 37.94 | 11.59 | 14.01 | 6.57 | 13.03 | 14.20 | 10.41 |
| Draw Down(%) | NA | 16.41 | 16.41 | 16.48 | 39.67 | NA | NA | … | … | 13.84 | 7.22 | 11.14 | 16.48 | 5.99 | 39.67 | 6.76 | 18.42 | 3.07 | 8.20 | 11.05 | 6.52 |
| Yield(%) | 0.00 | 9.57 | 6.28 | 6.22 | 5.98 | 4.57 | 3.42 | … | … | 1.53 | 10.97 | 3.30 | 2.50 | 3.19 | 2.89 | 3.17 | 4.96 | 3.96 | 3.86 | 4.62 | 7.79 |
Data as of 09/23/2025, Common starting date is 03/31/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIPDX (Parametric Dividend Income Fund Inst Cla) |
-3.40%
Mar 2017 – Mar 2020 |
1.81%
Mar 2015 – Mar 2020 |
8.08%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIPDX (Parametric Dividend Income Fund Inst Cla) |
21.80%
Mar 2020 – Mar 2023 |
15.90%
Mar 2020 – Mar 2025 |
9.92%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart