Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/13/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EIUTX (EATON VANCE DIVIDEND BUILDER FUND EATON VANCE DIVIDEND BUILDER FUND CLASS I) | 0.63% | 3.24% | -1.96% | 5.34% | 5.66% | 8.14% | NA | 7.58% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIUTX (EATON VANCE DIVIDEND BUILDER FUND EATON VANCE DIVIDEND BUILDER FUND CLASS I) | 06/20/2005 | 05/13/2025 |
The return data shown below all have the same latest date: 05/13/2025.
AR inception is since 06/20/2005.
AR inception is since 06/20/2005.
| 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 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.45 | 3.24 | -1.96 | 5.34 | 5.66 | 8.14 | NA | 7.58 | 0.63 | 8.60 | 9.54 | -28.81 | 18.92 | 11.29 | 30.55 | -6.44 | 17.31 | 9.50 | 3.09 | 12.02 | 25.72 | 13.88 | 1.37 | 8.84 | 13.18 | -37.41 | 23.24 | 28.85 | 10.41 |
| Sharpe Ratio | NA | -0.27 | -0.31 | 0.08 | 0.20 | NA | NA | 0.31 | -0.28 | 0.16 | 0.46 | -0.96 | 1.39 | 0.32 | 2.63 | -0.50 | 2.54 | 0.78 | 0.21 | 1.10 | 2.34 | 1.07 | 0.06 | 0.47 | 0.55 | -1.03 | 1.27 | 2.44 | 1.39 |
| Standard Deviation(%) | NA | 17.03 | 21.07 | 19.23 | 18.77 | NA | NA | 19.04 | 22.17 | 12.17 | 11.72 | 31.43 | 13.59 | 34.32 | 11.09 | 15.56 | 6.59 | 11.96 | 14.79 | 10.92 | 11.00 | 13.00 | 21.83 | 18.55 | 23.75 | 37.09 | 16.01 | 10.52 | 12.88 |
| Draw Down(%) | NA | 19.15 | 27.76 | 33.73 | 34.91 | NA | NA | 53.59 | 14.81 | 10.41 | 9.25 | 29.90 | 6.37 | 34.91 | 5.87 | 18.44 | 3.63 | 8.45 | 11.51 | 7.70 | 5.46 | 10.86 | 16.63 | 15.49 | 26.26 | 47.36 | 11.42 | 7.56 | 10.50 |
| Yield(%) | 0.00 | 1.16 | 1.55 | 2.27 | 4.72 | 6.36 | 6.21 | 6.54 | 0.00 | 2.06 | 1.96 | 1.92 | 2.33 | 1.92 | 5.37 | 7.92 | 9.34 | 6.33 | 10.80 | 6.12 | 1.90 | 2.66 | 3.79 | 3.61 | 4.22 | 3.60 | 11.19 | 12.22 | 1.66 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIUTX (EATON VANCE DIVIDEND BUILDER FUND EATON VANCE DIVIDEND BUILDER FUND CLASS I) |
-11.36%
Jun 2007 - Jun 2010 |
-3.19%
May 2007 - May 2012 |
4.59%
Oct 2007 - Oct 2017 |
4.35%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIUTX (EATON VANCE DIVIDEND BUILDER FUND EATON VANCE DIVIDEND BUILDER FUND CLASS I) |
19.99%
Dec 2018 - Dec 2021 |
17.33%
Feb 2009 - Feb 2014 |
13.53%
Sep 2011 - Sep 2021 |
10.22%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart