Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/06/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ERASX (Eaton Vance Atlanta Capital SMID Cap Fun) | -5.26% | -1.68% | 2.57% | 5.70% | 6.91% | NA | NA | 7.87% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ERASX (Eaton Vance Atlanta Capital SMID Cap Fun) | 07/01/2014 | 05/06/2025 |
The return data shown below all have the same latest date: 05/06/2025.
AR inception is since 07/01/2014.
AR inception is since 07/01/2014.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.25 | -1.68 | 2.57 | 5.70 | 6.91 | NA | NA | 7.87 | -5.26 | 10.12 | 11.06 | -17.04 | 9.88 | 0.19 | 34.52 | -5.47 | 24.82 | 11.38 | 9.84 | 3.79 |
| Sharpe Ratio | NA | -0.35 | -0.12 | 0.15 | 0.26 | NA | NA | 0.29 | -0.75 | 0.26 | 0.49 | -0.76 | 0.49 | 0.00 | 2.47 | -0.43 | 2.85 | 0.76 | 0.69 | 0.65 |
| Standard Deviation(%) | NA | 17.89 | 18.26 | 20.15 | 19.84 | NA | NA | 19.37 | 23.67 | 13.32 | 13.94 | 24.38 | 20.12 | 38.88 | 13.41 | 15.94 | 8.53 | 14.73 | 14.21 | 11.72 |
| Draw Down(%) | NA | 23.45 | 23.45 | 28.62 | 39.94 | NA | NA | 39.94 | 17.70 | 10.62 | 11.04 | 19.55 | 17.69 | 39.94 | 5.84 | 23.37 | 4.29 | 9.75 | 10.44 | 8.42 |
| Yield(%) | 0.00 | 0.22 | 0.14 | 0.10 | 3.25 | 2.50 | 1.88 | 3.76 | 0.00 | 0.23 | 0.19 | 0.00 | 0.00 | 0.00 | 8.36 | 6.34 | 3.94 | 3.94 | 6.93 | 3.05 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERASX (Eaton Vance Atlanta Capital SMID Cap Fun) |
-3.27%
Apr 2021 - Apr 2024 |
1.07%
Sep 2018 - Sep 2023 |
6.83%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERASX (Eaton Vance Atlanta Capital SMID Cap Fun) |
19.15%
Sep 2015 - Sep 2018 |
15.14%
Sep 2014 - Sep 2019 |
9.56%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart