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
ETW (Eaton Vance Tax Managed Global Buy Write Opportunities Closed Fund) 9.41% 32.40% 23.92% 14.37% 12.54% 11.03% 8.81%
Data as of 06/04/2026, Common starting date is 10/11/2005
More Performance Analytics Comparison
Name Start Date End Date
ETW (Eaton Vance Tax Managed Global Buy Write Opportunities Closed Fund) 10/11/2005 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 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) -0.63 32.40 23.92 14.37 12.54 11.03 8.81 9.41 29.69 27.90 18.23 -16.72 28.31 3.35 18.93 -12.03 30.42 0.23 12.54 0.13 25.29 15.60 -6.42 -9.28 59.01 -33.15 -5.96 29.96 -4.18
Sharpe Ratio NA 2.58 1.47 0.70 0.55 NA NA 1.71 1.57 1.94 1.28 -0.73 2.18 0.07 1.43 -0.73 3.26 0.00 0.82 0.01 2.24 1.27 -0.28 -0.43 1.80 -0.83 -0.54 2.40 -1.66
Standard Deviation(%) NA 12.17 14.47 16.80 20.22 NA NA 14.83 17.82 12.52 11.45 25.04 12.98 43.88 12.18 18.52 9.17 16.64 15.17 12.34 11.26 12.32 22.75 21.64 32.72 41.00 17.05 11.09 21.59
Draw Down(%) NA 10.17 15.60 24.36 47.90 NA NA 10.17 15.60 8.08 12.15 23.82 4.59 47.22 6.67 26.29 4.13 16.50 11.89 12.93 6.86 10.60 20.11 21.44 27.14 51.78 16.08 4.49 7.39
Yield(%) 0.00 9.43 9.43 7.19 8.38 8.11 6.50 3.58 9.41 9.94 8.92 7.58 9.20 8.41 9.03 9.08 10.82 10.52 10.42 9.70 10.59 11.23 9.81 10.69 16.90 10.31 9.05 10.17 NA
Data as of 06/04/2026, Common starting date is 10/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ETW (Eaton Vance Tax Managed Global Buy Write Opportunities Closed Fund) -12.06%
Feb 2006 – Feb 2009
-3.57%
Sep 2006 – Sep 2011
3.33%
Dec 2006 – Dec 2016
4.81%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ETW (Eaton Vance Tax Managed Global Buy Write Opportunities Closed Fund) 25.83%
Sep 2022 – Sep 2025
19.62%
Oct 2020 – Oct 2025
13.22%
Feb 2016 – Feb 2026
10.99%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return