Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXG (Eaton Vance Tax-Managed Global Diversified Equity Income Closed Fund) | 6.29% | 28.56% | 24.43% | 16.15% | 14.73% | 12.39% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXG (Eaton Vance Tax-Managed Global Diversified Equity Income Closed Fund) | 03/19/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 28.56 | 24.43 | 16.15 | 14.73 | 12.39 | NA | … | … | 6.29 | 37.87 | 16.06 | 11.41 | -22.24 | 31.57 | 10.26 | 28.79 | -12.09 | 29.57 | 1.60 | 3.30 | 4.44 | 25.57 | 20.07 | -11.65 | -2.13 | 48.80 | -31.24 | -10.63 |
| Sharpe Ratio | NA | 2.05 | 1.49 | 0.78 | 0.66 | NA | NA | … | … | 0.92 | 1.97 | 0.99 | 0.62 | -0.89 | 2.51 | 0.25 | 2.09 | -0.70 | 2.58 | 0.08 | 0.21 | 0.33 | 1.99 | 1.49 | -0.48 | -0.10 | 1.44 | -0.65 | -0.87 |
| Standard Deviation(%) | NA | 13.69 | 14.85 | 17.56 | 20.17 | NA | NA | … | … | 16.42 | 17.68 | 12.51 | 12.61 | 26.77 | 12.55 | 40.62 | 13.09 | 19.33 | 11.26 | 16.76 | 15.72 | 13.42 | 12.82 | 13.55 | 24.26 | 22.78 | 33.74 | 49.70 | 17.77 |
| Draw Down(%) | NA | 14.28 | 14.44 | 22.73 | 45.30 | NA | NA | … | … | 14.28 | 14.44 | 9.68 | 13.99 | 27.81 | 6.80 | 45.35 | 7.76 | 24.68 | 6.12 | 13.92 | 16.08 | 11.25 | 9.84 | 12.90 | 25.73 | 23.09 | 29.58 | 56.94 | 18.59 |
| Yield(%) | 0.00 | 9.13 | 9.56 | 7.49 | 8.99 | 8.26 | NA | … | … | 3.48 | 9.67 | 9.90 | 8.76 | 7.50 | 9.02 | 8.33 | 10.45 | 9.60 | 11.48 | 11.15 | 10.20 | 9.74 | 10.74 | 12.11 | 10.62 | 12.29 | 18.45 | 11.36 | NA |
Data as of 06/04/2026, Common starting date is 03/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXG (Eaton Vance Tax-Managed Global Diversified Equity Income Closed Fund) |
-9.82%
Jun 2007 – Jun 2010 |
-5.00%
May 2007 – May 2012 |
3.86%
May 2007 – May 2017 |
5.44%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXG (Eaton Vance Tax-Managed Global Diversified Equity Income Closed Fund) |
27.40%
Sep 2022 – Sep 2025 |
23.11%
Oct 2020 – Oct 2025 |
15.94%
Feb 2016 – Feb 2026 |
12.42%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart