Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EISGX (Eaton Vance Sm-Cap Cl I) | -1.40% | 0.30% | 6.41% | 5.71% | 6.06% | 9.07% | NA | 10.74% |
Data as of 07/18/2025, AR inception is 12/16/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EISGX (Eaton Vance Sm-Cap Cl I) | 12/16/2008 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.01 | 0.30 | 6.41 | 5.71 | 6.06 | 9.07 | NA | 10.74 | -1.40 | 9.98 | 10.95 | -17.63 | 7.94 | 11.84 | 27.84 | -5.73 | 15.18 | 19.58 | -2.47 | 3.98 | 35.63 | 12.09 | -5.58 | 25.15 | 39.88 | 1.07 |
| Sharpe Ratio | NA | -0.15 | 0.17 | 0.18 | 0.23 | NA | NA | 0.45 | -0.26 | 0.21 | 0.42 | -0.78 | 0.39 | 0.31 | 2.05 | -0.44 | 1.43 | 1.22 | -0.16 | 0.26 | 2.59 | 0.73 | -0.19 | 1.12 | 1.35 | 0.81 |
| Standard Deviation(%) | NA | 19.91 | 18.39 | 19.65 | 20.30 | NA | NA | 20.86 | 21.74 | 16.13 | 15.92 | 24.57 | 20.25 | 37.64 | 12.88 | 16.20 | 10.25 | 15.90 | 15.40 | 15.01 | 13.77 | 16.66 | 29.80 | 22.37 | 29.46 | 37.95 |
| Draw Down(%) | NA | 23.12 | 23.12 | 33.25 | 36.66 | NA | NA | 36.66 | 18.22 | 9.69 | 17.56 | 23.32 | 17.92 | 36.66 | 6.27 | 22.33 | 5.59 | 12.93 | 13.73 | 12.88 | 6.56 | 13.66 | 28.50 | 15.64 | 23.30 | 5.97 |
| Yield(%) | 0.00 | 0.32 | 0.29 | 0.24 | 4.47 | 7.92 | 8.26 | 10.32 | 0.00 | 0.35 | 0.33 | 0.12 | 0.10 | 0.10 | 7.73 | 9.40 | 10.47 | 13.80 | 17.56 | 17.58 | 7.14 | 7.22 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 12/16/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EISGX (Eaton Vance Sm-Cap Cl I) |
-4.39%
Apr 2021 - Apr 2024 |
1.11%
Sep 2018 - Sep 2023 |
5.18%
Oct 2013 - Oct 2023 |
7.76%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EISGX (Eaton Vance Sm-Cap Cl I) |
26.47%
Feb 2009 - Feb 2012 |
23.34%
Feb 2009 - Feb 2014 |
15.88%
Feb 2009 - Feb 2019 |
11.99%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart