Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ETGIX (EATON VANCE GREATER INDIA FUND EATON VANCE GREATER INDIA FUND CLASS A) -13.76% -15.11% 5.39% -3.22% 4.32% 3.52% 4.55%
Data as of 06/03/2026, Common starting date is 05/02/1994
More Performance Analytics Comparison
Name Start Date End Date
ETGIX (EATON VANCE GREATER INDIA FUND EATON VANCE GREATER INDIA FUND CLASS A) 05/02/1994 06/03/2026
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 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994
Annualized Return (%) -2.15 -15.11 5.39 -3.22 4.32 3.52 4.55 -13.76 -2.06 17.55 20.60 -32.39 15.66 17.29 10.52 -12.13 44.79 2.80 -5.10 39.29 -10.04 28.83 -38.80 20.97 93.78 -65.13 55.27 36.32 45.10 16.02 117.31 -0.55 -26.12 -38.37 107.44 -8.83 4.62 -7.62 -33.40 -1.50
Sharpe Ratio NA -1.19 0.23 -0.30 0.15 NA NA -1.63 -0.35 1.06 1.81 -1.29 0.84 0.50 0.59 -0.86 3.96 0.16 -0.29 2.72 -0.42 1.39 -1.66 1.00 2.35 -1.20 1.93 1.37 3.07 0.57 6.24 -0.09 -0.91 -1.24 3.79 -0.51 0.05 -0.67 -2.93 -0.54
Standard Deviation(%) NA 14.01 13.71 17.26 18.82 NA NA 18.11 14.33 13.19 9.47 26.30 18.60 33.88 15.24 15.74 11.20 16.53 17.81 14.43 24.15 20.89 23.44 20.90 39.90 55.07 27.11 24.17 13.94 26.55 18.69 18.48 31.75 34.30 27.46 24.12 20.05 16.81 12.77 10.44
Draw Down(%) NA 22.03 27.22 44.80 44.80 NA NA 18.62 13.61 10.96 8.09 36.39 17.80 42.24 11.70 23.72 6.83 17.66 20.14 7.83 35.23 23.30 39.18 14.51 26.76 72.61 17.24 32.20 12.16 28.70 7.18 25.04 45.45 50.44 18.15 29.78 28.24 32.32 37.36 17.05
Yield(%) 0.00 12.43 8.77 4.08 4.40 3.33 4.35 0.00 12.15 4.62 5.55 1.60 0.00 0.00 3.02 1.03 4.61 0.58 0.74 2.62 0.00 0.00 0.13 0.13 0.00 3.25 13.44 2.86 3.76 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/03/2026, Common starting date is 05/02/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ETGIX (EATON VANCE GREATER INDIA FUND EATON VANCE GREATER INDIA FUND CLASS A) -25.43%
Feb 2000 – Feb 2003
-8.95%
Oct 2007 – Oct 2012
-1.05%
Aug 1994 – Aug 2004
0.11%
Dec 2007 – Dec 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ETGIX (EATON VANCE GREATER INDIA FUND EATON VANCE GREATER INDIA FUND CLASS A) 69.73%
Apr 2003 – Apr 2006
53.87%
Oct 2002 – Oct 2007
20.83%
Dec 1997 – Dec 2007
16.28%
Oct 2002 – Oct 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return