Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESERX (EATON VANCE ATLANTA CAPITAL SELECT EQUITY FUND EATON VANCE ATLANTA CAPITAL SELECT EQUITY FUND CLASS ) | -8.35% | -7.95% | 5.97% | 3.17% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESERX (EATON VANCE ATLANTA CAPITAL SELECT EQUITY FUND EATON VANCE ATLANTA CAPITAL SELECT EQUITY FUND CLASS ) | 02/06/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | -7.95 | 5.97 | 3.17 | NA | NA | NA | … | … | -8.35 | -3.14 | 15.87 | 20.92 | -11.98 | 15.42 | 15.97 | 38.51 | -0.29 | 16.25 |
| Sharpe Ratio | NA | -0.77 | 0.21 | 0.02 | NA | NA | NA | … | … | -1.44 | -0.36 | 1.03 | 1.35 | -0.59 | 1.11 | 0.47 | 3.31 | -0.11 | 2.57 |
| Standard Deviation(%) | NA | 13.83 | 14.19 | 16.17 | NA | NA | NA | … | … | 15.42 | 16.96 | 11.87 | 12.88 | 22.73 | 13.86 | 33.11 | 11.19 | 14.66 | 6.81 |
| Draw Down(%) | NA | 13.68 | 19.28 | 21.18 | NA | NA | NA | … | … | 13.68 | 17.33 | 6.00 | 10.78 | 21.18 | 8.13 | 34.67 | 4.45 | 17.00 | 2.80 |
| Yield(%) | 0.00 | 16.26 | 9.36 | 7.17 | 7.88 | 5.25 | 3.94 | … | … | 0.00 | 15.73 | 4.97 | 3.01 | 5.26 | 6.85 | 3.57 | 1.26 | 4.32 | 1.79 |
Data as of 06/04/2026, Common starting date is 02/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESERX (EATON VANCE ATLANTA CAPITAL SELECT EQUITY FUND EATON VANCE ATLANTA CAPITAL SELECT EQUITY FUND CLASS ) |
3.97%
Sep 2019 – Sep 2022 |
2.87%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESERX (EATON VANCE ATLANTA CAPITAL SELECT EQUITY FUND EATON VANCE ATLANTA CAPITAL SELECT EQUITY FUND CLASS ) |
22.85%
Dec 2018 – Dec 2021 |
14.56%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart