Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVT (Eaton Vance Tax Advantaged Dividend Income Closed Fund) | 11.56% | 31.53% | 23.50% | 14.28% | 14.78% | 13.81% | 10.52% | … | … |
Data as of 06/05/2026, Common starting date is 09/29/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVT (Eaton Vance Tax Advantaged Dividend Income Closed Fund) | 09/29/2003 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.92 | 31.53 | 23.50 | 14.28 | 14.78 | 13.81 | 10.52 | … | … | 11.56 | 22.03 | 24.14 | 11.65 | -10.77 | 36.85 | 1.79 | 44.72 | -11.87 | 21.82 | 16.86 | -0.03 | 17.66 | 22.79 | 23.02 | -4.19 | 9.64 | 50.49 | -53.52 | 6.50 | 31.48 | 10.05 | 14.44 | 3.32 |
| Sharpe Ratio | NA | 2.71 | 1.46 | 0.69 | 0.63 | NA | NA | … | … | 2.52 | 1.06 | 1.48 | 0.49 | -0.49 | 2.64 | 0.03 | 3.80 | -0.73 | 2.33 | 1.08 | 0.00 | 1.64 | 1.76 | 1.79 | -0.17 | 0.45 | 1.35 | -1.06 | 0.19 | 2.07 | 0.60 | 0.69 | 1.42 |
| Standard Deviation(%) | NA | 11.87 | 14.68 | 17.18 | 20.96 | NA | NA | … | … | 13.73 | 17.34 | 11.95 | 15.33 | 24.96 | 13.93 | 46.85 | 11.40 | 18.16 | 9.11 | 15.37 | 14.29 | 10.76 | 12.92 | 12.91 | 24.26 | 21.07 | 37.34 | 51.36 | 18.89 | 13.72 | 13.16 | 19.57 | 9.04 |
| Draw Down(%) | NA | 9.22 | 17.33 | 22.21 | 52.00 | NA | NA | … | … | 9.22 | 15.53 | 7.52 | 17.33 | 22.21 | 5.89 | 52.00 | 6.86 | 27.47 | 4.85 | 12.49 | 10.94 | 8.35 | 13.17 | 10.24 | 24.72 | 19.46 | 44.34 | 67.26 | 20.13 | 6.19 | 9.84 | 19.91 | 3.70 |
| Yield(%) | 0.00 | 8.48 | 8.83 | 6.85 | 8.89 | 9.76 | 6.90 | … | … | 3.26 | 8.28 | 8.68 | 7.81 | 6.51 | 7.28 | 6.83 | 9.02 | 7.42 | 7.70 | 9.88 | 7.06 | 7.82 | 6.95 | 8.76 | 7.74 | 8.07 | 10.69 | 6.56 | 6.54 | 6.95 | 5.49 | 6.99 | 1.62 |
Data as of 06/05/2026, Common starting date is 09/29/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVT (Eaton Vance Tax Advantaged Dividend Income Closed Fund) |
-23.42%
Feb 2006 – Feb 2009 |
-10.51%
Feb 2004 – Feb 2009 |
4.59%
May 2007 – May 2017 |
6.64%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVT (Eaton Vance Tax Advantaged Dividend Income Closed Fund) |
35.28%
Feb 2009 – Feb 2012 |
27.95%
Feb 2009 – Feb 2014 |
19.08%
Feb 2009 – Feb 2019 |
16.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart