Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMIAX (Eaton Vance Global Growth Fund Cl B) | NA | 5.91% | -7.26% | -3.71% | NA | NA | NA | … | … |
Data as of 07/03/2023, Common starting date is 07/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMIAX (Eaton Vance Global Growth Fund Cl B) | 07/01/2014 | 07/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.91 | -7.26 | -3.71 | NA | NA | NA | … | … | 2.94 | -26.78 | -22.38 | 22.70 | 23.80 | -22.44 | 40.50 | -1.20 | -6.09 | -11.16 |
| Sharpe Ratio | NA | 0.14 | -0.42 | -0.24 | NA | NA | NA | … | … | 0.11 | -1.16 | -1.16 | 0.78 | 1.75 | -1.40 | 4.43 | -0.11 | -0.41 | -1.86 |
| Standard Deviation(%) | NA | 16.87 | 18.78 | 20.55 | NA | NA | NA | … | … | 12.53 | 24.39 | 19.33 | 28.63 | 12.79 | 16.96 | 9.04 | 13.12 | 15.04 | 11.29 |
| Draw Down(%) | NA | 17.03 | 49.05 | 49.05 | NA | NA | NA | … | … | 7.63 | 36.66 | 30.99 | 36.37 | 10.13 | 30.94 | 3.35 | 12.31 | 21.13 | 15.91 |
| Yield(%) | 0.00 | 0.00 | 5.11 | 3.18 | 1.77 | 1.18 | 0.88 | … | … | 0.00 | 0.00 | 10.07 | 3.55 | 0.00 | 0.00 | 0.27 | 0.00 | 0.00 | 0.14 |
Data as of 07/03/2023, Common starting date is 07/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMIAX (Eaton Vance Global Growth Fund Cl B) |
-9.42%
Oct 2019 – Oct 2022 |
-6.45%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMIAX (Eaton Vance Global Growth Fund Cl B) |
13.23%
Oct 2018 – Oct 2021 |
12.24%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart