Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVSTC (Eaton Vance Stock NextShares) | NA | -87.71% | -50.18% | -24.11% | NA | NA | NA | … | … |
Data as of 12/23/2022, Common starting date is 02/26/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVSTC (Eaton Vance Stock NextShares) | 02/26/2016 | 12/23/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -87.71 | -87.71 | -50.18 | -24.11 | NA | NA | NA | … | … | -87.71 | -0.02 | -0.04 | 0.00 | 100.00 | 0.01 | 0.00 |
| Sharpe Ratio | NA | -0.40 | -0.38 | -0.24 | NA | NA | NA | … | … | -0.39 | -0.60 | -1.44 | -205.13 | 1.13 | -174.68 | -523.79 |
| Standard Deviation(%) | NA | 221.80 | 131.89 | 104.05 | NA | NA | NA | … | … | 221.80 | 0.08 | 0.19 | 0.11 | 69.45 | 0.11 | 0.08 |
| Draw Down(%) | NA | 87.82 | 87.82 | 87.82 | NA | NA | NA | … | … | 87.82 | 0.06 | 0.17 | 0.04 | 0.04 | 0.09 | 0.03 |
| Yield(%) | 0.00 | 0.00 | 0.21 | 0.96 | 0.58 | 0.39 | 0.29 | … | … | 0.00 | 0.00 | 0.63 | 1.18 | 1.20 | 0.84 | 0.12 |
Data as of 12/23/2022, Common starting date is 02/26/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVSTC (Eaton Vance Stock NextShares) |
0.58%
Feb 2019 – Feb 2022 |
15.56%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVSTC (Eaton Vance Stock NextShares) |
27.14%
Apr 2017 – Apr 2020 |
15.64%
Mar 2016 – Mar 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart