Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ERSTX (EATON VANCE LARGE-CAP VALUE FUND EATON VANCE LARGE-CAP VALUE FUND CLASS R) | 3.63% | 4.76% | 6.17% | 9.96% | 6.58% | 8.68% | 6.54% | 6.96% |
Data as of 06/26/2025, AR inception is 03/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ERSTX (EATON VANCE LARGE-CAP VALUE FUND EATON VANCE LARGE-CAP VALUE FUND CLASS R) | 03/09/2004 | 06/26/2025 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.71 | 4.76 | 6.17 | 9.96 | 6.58 | 8.68 | 6.54 | 6.96 | 3.63 | 7.87 | 5.50 | -5.99 | 16.40 | 1.23 | 29.49 | -7.17 | 14.48 | 9.26 | -1.45 | 10.54 | 29.01 | 15.50 | -4.74 | 9.88 | 16.72 | -34.56 | 9.65 | 18.56 | 11.30 | 11.42 |
| Sharpe Ratio | NA | -0.02 | 0.27 | 0.41 | 0.27 | NA | NA | 0.29 | 0.05 | 0.11 | 0.10 | -0.36 | 1.09 | 0.03 | 2.45 | -0.58 | 2.06 | 0.68 | -0.10 | 0.92 | 2.53 | 1.19 | -0.20 | 0.51 | 0.60 | -0.86 | 0.40 | 1.54 | 0.81 | 1.24 |
| Standard Deviation(%) | NA | 16.66 | 15.42 | 16.17 | 17.99 | NA | NA | 19.07 | 20.21 | 11.48 | 12.98 | 20.28 | 15.08 | 37.11 | 11.48 | 14.68 | 6.74 | 13.25 | 15.09 | 11.44 | 11.47 | 13.04 | 23.85 | 19.31 | 27.74 | 41.08 | 16.79 | 9.96 | 11.30 | 10.61 |
| Draw Down(%) | NA | 19.02 | 19.02 | 19.02 | 39.36 | NA | NA | 53.63 | 14.56 | 10.37 | 12.35 | 16.30 | 8.90 | 39.36 | 6.51 | 20.04 | 4.29 | 10.51 | 12.92 | 7.65 | 5.23 | 9.74 | 21.46 | 17.66 | 28.27 | 46.63 | 10.32 | 7.81 | 6.86 | 5.92 |
| Yield(%) | 0.00 | 0.53 | 0.77 | 1.06 | 3.11 | 6.45 | 5.92 | 6.50 | 0.19 | 0.81 | 0.77 | 0.77 | 0.89 | 1.01 | 2.20 | 8.97 | 6.07 | 1.21 | 9.59 | 31.39 | 6.04 | 1.55 | 1.24 | 0.99 | 1.26 | 1.02 | 2.72 | 4.05 | 2.50 | 0.87 |
Data as of 06/26/2025, AR inception is 03/09/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERSTX (EATON VANCE LARGE-CAP VALUE FUND EATON VANCE LARGE-CAP VALUE FUND CLASS R) |
-12.96%
Feb 2006 - Feb 2009 |
-3.91%
May 2007 - May 2012 |
3.69%
May 2007 - May 2017 |
4.67%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERSTX (EATON VANCE LARGE-CAP VALUE FUND EATON VANCE LARGE-CAP VALUE FUND CLASS R) |
21.30%
Sep 2011 - Sep 2014 |
18.18%
Feb 2009 - Feb 2014 |
12.36%
Feb 2009 - Feb 2019 |
10.49%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart