Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ERSGX (Eaton Vance Small-Cap Fund Class R) | 4.68% | 1.02% | 4.45% | -1.74% | 6.18% | 6.82% | NA | … | … |
Data as of 06/12/2026, Common starting date is 08/07/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ERSGX (Eaton Vance Small-Cap Fund Class R) | 08/07/2009 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.18 | 1.02 | 4.45 | -1.74 | 6.18 | 6.82 | NA | … | … | 4.68 | -6.44 | 11.60 | 11.04 | -18.24 | 5.46 | 11.08 | 27.21 | -6.23 | 14.65 | 18.91 | -2.95 | 3.54 | 34.93 | 11.58 | -6.07 | 24.50 | 13.51 |
| Sharpe Ratio | NA | -0.10 | 0.07 | -0.22 | 0.22 | NA | NA | … | … | 0.50 | -0.48 | 0.50 | 0.47 | -0.80 | 0.26 | 0.29 | 2.00 | -0.47 | 1.37 | 1.18 | -0.19 | 0.23 | 2.53 | 0.70 | -0.20 | 1.09 | 1.79 |
| Standard Deviation(%) | NA | 16.19 | 17.11 | 19.51 | 20.32 | NA | NA | … | … | 16.56 | 19.48 | 16.02 | 15.94 | 24.59 | 21.22 | 37.69 | 12.87 | 16.22 | 10.27 | 15.89 | 15.38 | 15.02 | 13.79 | 16.66 | 29.79 | 22.38 | 20.72 |
| Draw Down(%) | NA | 13.10 | 21.74 | 35.24 | 36.63 | NA | NA | … | … | 13.10 | 18.35 | 7.87 | 17.81 | 23.61 | 19.45 | 36.63 | 6.34 | 22.45 | 5.53 | 13.03 | 13.93 | 13.06 | 6.62 | 13.67 | 28.69 | 15.80 | 9.09 |
| Yield(%) | 0.00 | 7.78 | 4.08 | 1.97 | 5.74 | 7.10 | 7.52 | … | … | 0.00 | 7.61 | 3.02 | 0.67 | 0.00 | 0.00 | 0.00 | 8.99 | 10.73 | 11.73 | 15.18 | 18.89 | 18.59 | 7.48 | 7.18 | 0.00 | 0.00 | 0.00 |
Data as of 06/12/2026, Common starting date is 08/07/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERSGX (Eaton Vance Small-Cap Fund Class R) |
-5.33%
Apr 2021 – Apr 2024 |
-2.34%
Mar 2021 – Mar 2026 |
4.43%
Oct 2013 – Oct 2023 |
5.67%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERSGX (Eaton Vance Small-Cap Fund Class R) |
18.81%
May 2012 – May 2015 |
15.34%
Feb 2016 – Feb 2021 |
13.29%
Sep 2011 – Sep 2021 |
9.53%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart