Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EITGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.2 EATON VANCE TAX-MANAGED GROWTH FUND 1.2 CLASS I) | 6.05% | 20.66% | 20.63% | 12.17% | 14.66% | 13.74% | 10.62% | … | … |
Data as of 06/05/2026, Common starting date is 01/08/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EITGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.2 EATON VANCE TAX-MANAGED GROWTH FUND 1.2 CLASS I) | 01/08/2003 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.55 | 20.66 | 20.63 | 12.17 | 14.66 | 13.74 | 10.62 | … | … | 6.05 | 16.79 | 25.27 | 28.37 | -20.01 | 24.78 | 23.13 | 29.50 | -5.17 | 22.44 | 8.77 | 2.28 | 12.41 | 32.01 | 15.12 | 0.48 | 12.40 | 22.96 | -32.91 | 4.47 | 13.42 | 4.38 | 9.35 | 20.76 |
| Sharpe Ratio | NA | 1.85 | 1.28 | 0.60 | 0.73 | NA | NA | … | … | 1.44 | 0.75 | 1.70 | 1.91 | -0.85 | 1.78 | 0.67 | 2.11 | -0.37 | 3.07 | 0.63 | 0.15 | 1.08 | 2.94 | 1.21 | 0.02 | 0.71 | 0.90 | -0.91 | 0.09 | 1.02 | 0.21 | 0.80 | 1.31 |
| Standard Deviation(%) | NA | 12.18 | 14.94 | 17.30 | 18.37 | NA | NA | … | … | 14.20 | 18.70 | 12.74 | 13.09 | 25.21 | 13.88 | 34.03 | 13.25 | 17.97 | 7.12 | 13.55 | 15.48 | 11.47 | 10.88 | 12.53 | 22.83 | 17.37 | 25.50 | 37.20 | 15.24 | 9.81 | 9.95 | 10.49 | 15.66 |
| Draw Down(%) | NA | 10.53 | 18.96 | 25.96 | 32.97 | NA | NA | … | … | 10.53 | 18.96 | 8.76 | 9.08 | 25.77 | 5.95 | 32.97 | 8.45 | 20.06 | 3.03 | 11.23 | 12.51 | 7.46 | 5.50 | 9.44 | 18.41 | 16.51 | 26.85 | 43.59 | 8.92 | 7.63 | 7.27 | 7.69 | 13.29 |
| Yield(%) | 0.00 | 2.61 | 2.29 | 1.59 | 2.32 | 3.10 | 2.70 | … | … | 0.00 | 2.68 | 2.16 | 0.85 | 0.58 | 0.49 | 0.83 | 1.18 | 0.96 | 1.17 | 1.25 | 1.20 | 1.27 | 1.40 | 1.69 | 1.30 | 1.22 | 1.72 | 1.55 | 1.36 | 1.23 | 0.95 | 0.80 | 0.30 |
Data as of 06/05/2026, Common starting date is 01/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EITGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.2 EATON VANCE TAX-MANAGED GROWTH FUND 1.2 CLASS I) |
-14.16%
Feb 2006 – Feb 2009 |
-6.37%
Feb 2004 – Feb 2009 |
5.81%
Feb 2006 – Feb 2016 |
6.84%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EITGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.2 EATON VANCE TAX-MANAGED GROWTH FUND 1.2 CLASS I) |
25.77%
Dec 2018 – Dec 2021 |
20.97%
Feb 2009 – Feb 2014 |
16.16%
Sep 2011 – Sep 2021 |
15.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart