Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) | -2.54% | 11.07% | 9.63% | 8.32% | 8.06% | 9.79% | NA | 8.69% |
Data as of 06/13/2025, AR inception is 06/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) | 06/28/2005 | 06/13/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 11.07 | 9.63 | 8.32 | 8.06 | 9.79 | NA | 8.69 | -2.54 | 27.67 | 9.94 | -19.77 | 18.37 | 13.05 | 21.27 | -4.28 | 13.00 | 6.18 | 18.93 | 9.86 | 23.88 | 18.29 | -0.01 | -2.91 | 70.28 | -30.89 | -7.95 | 26.74 | -6.68 |
| Sharpe Ratio | NA | 0.39 | 0.36 | 0.38 | 0.33 | NA | NA | 0.34 | -0.33 | 1.79 | 0.42 | -0.87 | 1.75 | 0.30 | 1.66 | -0.36 | 1.81 | 0.38 | 1.20 | 0.73 | 2.38 | 1.65 | 0.00 | -0.15 | 2.13 | -0.73 | -0.64 | 2.21 | -1.25 |
| Standard Deviation(%) | NA | 20.01 | 17.80 | 17.13 | 20.03 | NA | NA | 20.92 | 25.92 | 11.80 | 13.54 | 24.44 | 10.51 | 42.31 | 12.00 | 15.72 | 6.85 | 15.60 | 15.80 | 13.57 | 10.00 | 11.17 | 20.39 | 19.72 | 32.89 | 43.49 | 17.11 | 10.66 | 12.04 |
| Draw Down(%) | NA | 20.27 | 21.41 | 22.75 | 42.38 | NA | NA | 52.10 | 20.27 | 8.40 | 14.46 | 22.66 | 3.72 | 42.38 | 10.85 | 21.35 | 3.02 | 13.15 | 12.89 | 13.67 | 5.98 | 10.21 | 19.29 | 13.49 | 25.95 | 49.74 | 18.33 | 7.23 | 11.95 |
| Yield(%) | 0.00 | 8.96 | 8.82 | 8.81 | 8.48 | 9.66 | 7.21 | 7.59 | 3.49 | 9.65 | 9.37 | 7.73 | 8.86 | 8.90 | 9.77 | 8.71 | 8.90 | 8.82 | 9.35 | 9.62 | 10.42 | 11.28 | 10.06 | 10.26 | 17.19 | 11.16 | 9.48 | 10.47 | 4.75 |
Data as of 06/13/2025, AR inception is 06/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) |
-9.58%
Feb 2006 - Feb 2009 |
0.51%
Sep 2006 - Sep 2011 |
7.50%
Oct 2013 - Oct 2023 |
7.95%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) |
23.34%
Feb 2009 - Feb 2012 |
20.58%
Feb 2009 - Feb 2014 |
15.41%
Feb 2009 - Feb 2019 |
12.28%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart