Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIREX (Eston Vance Real Estate Fd Cl I) | NA | -24.67% | -10.08% | -5.72% | 1.99% | 3.19% | NA | … | … |
Data as of 05/28/2021, Common starting date is 05/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIREX (Eston Vance Real Estate Fd Cl I) | 05/17/2006 | 05/28/2021 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -44.00 | -24.67 | -10.08 | -5.72 | 1.99 | 3.19 | NA | … | … | -34.42 | -10.13 | 24.39 | -4.43 | 4.23 | 6.34 | 6.73 | 31.40 | 0.77 | 15.80 | 9.50 | 28.12 | 28.18 | -33.37 | -17.33 | 28.16 |
| Sharpe Ratio | NA | -0.40 | -0.25 | -0.18 | 0.06 | NA | NA | … | … | -0.70 | -0.23 | 1.90 | -0.36 | 0.35 | 0.37 | 0.39 | 2.89 | 0.05 | 1.21 | 0.33 | 1.07 | 0.43 | -0.48 | -0.79 | 3.16 |
| Standard Deviation(%) | NA | 62.42 | 43.87 | 35.02 | 27.91 | NA | NA | … | … | 92.62 | 44.95 | 12.09 | 16.21 | 10.31 | 16.29 | 17.18 | 10.84 | 14.87 | 13.09 | 28.44 | 26.29 | 65.07 | 70.54 | 25.90 | 14.39 |
| Draw Down(%) | NA | 44.47 | 44.47 | 44.47 | 44.47 | NA | NA | … | … | 44.47 | 43.70 | 5.60 | 13.13 | 6.02 | 13.68 | 14.56 | 7.25 | 16.83 | 8.77 | 21.38 | 15.89 | 41.32 | 59.85 | 29.41 | 5.26 |
| Yield(%) | 0.00 | 3.00 | 3.63 | 3.57 | 4.87 | 4.74 | 3.58 | … | … | 0.57 | 2.45 | 5.44 | 2.89 | 2.49 | 7.08 | 7.90 | 4.60 | 2.55 | 2.28 | 1.97 | 2.07 | 3.37 | 2.65 | 6.87 | 3.42 |
Data as of 05/28/2021, Common starting date is 05/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIREX (Eston Vance Real Estate Fd Cl I) |
-15.64%
Jun 2006 – Jun 2009 |
-1.24%
Nov 2006 – Nov 2011 |
4.58%
Jan 2007 – Jan 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIREX (Eston Vance Real Estate Fd Cl I) |
42.12%
Mar 2009 – Mar 2012 |
28.23%
Feb 2009 – Feb 2014 |
18.17%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart