Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELCIX (Eaton Vance LgCap Gwth Fd Cl I) | 7.79% | 21.36% | 23.51% | 12.35% | 16.08% | 14.85% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/22/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELCIX (Eaton Vance LgCap Gwth Fd Cl I) | 05/22/2007 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.45 | 21.36 | 23.51 | 12.35 | 16.08 | 14.85 | NA | … | … | 7.79 | 14.92 | 32.74 | 38.84 | -29.43 | 19.83 | 37.54 | 30.59 | 0.10 | 25.71 | 2.59 | 7.28 | 14.44 | 35.61 | 13.02 | -5.24 | 14.68 | 36.57 | -38.11 | 5.03 |
| Sharpe Ratio | NA | 1.46 | 1.14 | 0.48 | 0.69 | NA | NA | … | … | 1.22 | 0.54 | 1.64 | 2.20 | -1.04 | 1.20 | 1.03 | 1.91 | -0.06 | 3.01 | 0.16 | 0.44 | 1.07 | 2.91 | 0.91 | -0.21 | 0.80 | 1.43 | -1.05 | 0.32 |
| Standard Deviation(%) | NA | 14.78 | 18.78 | 21.04 | 21.17 | NA | NA | … | … | 16.44 | 22.48 | 17.80 | 16.12 | 29.90 | 16.44 | 35.96 | 15.26 | 20.92 | 8.36 | 15.14 | 16.54 | 13.47 | 12.23 | 14.36 | 24.55 | 18.30 | 25.53 | 36.93 | 17.29 |
| Draw Down(%) | NA | 14.27 | 21.64 | 33.79 | 33.79 | NA | NA | … | … | 12.97 | 21.64 | 12.72 | 9.92 | 33.37 | 7.92 | 31.63 | 10.36 | 22.52 | 3.66 | 14.76 | 12.88 | 8.13 | 6.20 | 11.28 | 20.11 | 15.09 | 19.80 | 47.40 | 8.91 |
| Yield(%) | 0.00 | 13.52 | 11.92 | 8.38 | 11.84 | 13.18 | 10.07 | … | … | 0.00 | 13.79 | 8.34 | 10.98 | 3.63 | 9.11 | 8.48 | 10.43 | 11.94 | 5.94 | 2.14 | 4.38 | 10.15 | 14.80 | 1.37 | 0.00 | 0.06 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/22/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELCIX (Eaton Vance LgCap Gwth Fd Cl I) |
-6.71%
Aug 2007 – Aug 2010 |
-0.39%
Oct 2007 – Oct 2012 |
7.53%
Oct 2007 – Oct 2017 |
8.16%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELCIX (Eaton Vance LgCap Gwth Fd Cl I) |
29.58%
Sep 2022 – Sep 2025 |
22.05%
Dec 2016 – Dec 2021 |
18.08%
Sep 2011 – Sep 2021 |
16.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart