Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ERASX (Eaton Vance Atlanta Capital SMID Cap Fun) | -2.28% | -4.75% | 6.22% | -1.04% | 5.93% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ERASX (Eaton Vance Atlanta Capital SMID Cap Fun) | 07/01/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | -4.75 | 6.22 | -1.04 | 5.93 | NA | NA | … | … | -2.28 | -5.59 | 13.69 | 14.09 | -17.04 | 9.88 | 0.19 | 34.52 | -5.47 | 24.82 | 11.38 | 9.84 | 3.79 |
| Sharpe Ratio | NA | -0.49 | 0.21 | -0.20 | 0.22 | NA | NA | … | … | -0.53 | -0.47 | 0.78 | 0.77 | -0.76 | 0.49 | 0.00 | 2.46 | -0.43 | 2.85 | 0.76 | 0.69 | 0.65 |
| Standard Deviation(%) | NA | 15.25 | 15.28 | 18.29 | 19.79 | NA | NA | … | … | 16.69 | 18.19 | 12.85 | 13.69 | 24.38 | 20.12 | 38.88 | 13.41 | 15.94 | 8.53 | 14.73 | 14.21 | 11.72 |
| Draw Down(%) | NA | 14.63 | 20.96 | 28.62 | 39.94 | NA | NA | … | … | 12.36 | 17.70 | 7.72 | 11.04 | 19.55 | 17.69 | 39.94 | 5.84 | 23.37 | 4.29 | 9.75 | 10.44 | 8.42 |
| Yield(%) | 0.00 | 5.89 | 4.85 | 2.30 | 4.17 | 3.80 | 2.85 | … | … | 0.00 | 5.75 | 4.04 | 3.12 | 0.00 | 0.00 | 0.00 | 8.36 | 6.34 | 3.94 | 3.94 | 6.93 | 3.05 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| ERASX (Eaton Vance Atlanta Capital SMID Cap Fun) |
-2.98%
Dec 2019 – Dec 2022 |
-1.18%
May 2021 – May 2026 |
5.99%
May 2016 – May 2026 |
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 |
9.85%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart