Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXTGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.2 EATON VANCE TAX-MANAGED GROWTH FUND 1.2 CLASS A) | 7.94% | 22.73% | 21.09% | 12.57% | 14.66% | 13.54% | 10.44% | … | … |
Data as of 06/03/2026, Common starting date is 05/29/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXTGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.2 EATON VANCE TAX-MANAGED GROWTH FUND 1.2 CLASS A) | 05/29/2001 | 06/03/2026 |
| 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 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 22.73 | 21.09 | 12.57 | 14.66 | 13.54 | 10.44 | … | … | 7.94 | 16.51 | 24.96 | 28.05 | -20.23 | 24.48 | 22.84 | 29.16 | -5.41 | 22.15 | 8.48 | 2.03 | 12.10 | 31.77 | 14.86 | 0.20 | 12.16 | 22.59 | -33.10 | 4.14 | 13.07 | 4.12 | 9.12 | 23.20 | -19.83 | -6.78 |
| Sharpe Ratio | NA | 1.82 | 1.26 | 0.58 | 0.71 | NA | NA | … | … | 1.42 | 0.73 | 1.67 | 1.88 | -0.86 | 1.76 | 0.66 | 2.09 | -0.38 | 3.04 | 0.61 | 0.13 | 1.05 | 2.91 | 1.19 | 0.01 | 0.69 | 0.89 | -0.91 | 0.06 | 1.00 | 0.19 | 0.78 | 1.41 | -0.89 | -0.71 |
| Standard Deviation(%) | NA | 12.23 | 14.96 | 17.30 | 18.37 | NA | NA | … | … | 14.21 | 18.73 | 12.74 | 13.09 | 25.19 | 13.87 | 34.04 | 13.22 | 18.02 | 7.11 | 13.51 | 15.51 | 11.46 | 10.89 | 12.54 | 22.87 | 17.38 | 25.39 | 37.13 | 15.26 | 9.74 | 9.89 | 10.44 | 15.96 | 23.55 | 18.82 |
| Draw Down(%) | NA | 10.57 | 18.98 | 26.12 | 32.98 | NA | NA | … | … | 10.57 | 18.98 | 8.75 | 9.14 | 25.93 | 5.97 | 32.98 | 8.51 | 20.14 | 3.04 | 11.25 | 12.54 | 7.48 | 5.51 | 9.54 | 18.46 | 16.46 | 26.89 | 43.69 | 8.96 | 7.65 | 7.38 | 7.71 | 13.62 | 29.64 | 23.40 |
| Yield(%) | 0.00 | 2.36 | 1.98 | 1.32 | 1.87 | 2.47 | 2.17 | … | … | 0.00 | 2.42 | 1.89 | 0.56 | 0.37 | 0.21 | 0.58 | 0.89 | 0.70 | 0.90 | 0.99 | 0.94 | 1.01 | 1.12 | 1.41 | 1.03 | 0.95 | 1.45 | 1.28 | 1.10 | 0.97 | 0.69 | 0.56 | 0.17 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/29/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXTGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.2 EATON VANCE TAX-MANAGED GROWTH FUND 1.2 CLASS A) |
-14.40%
Feb 2006 – Feb 2009 |
-6.63%
Feb 2004 – Feb 2009 |
1.85%
Aug 2001 – Aug 2011 |
4.88%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXTGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.2 EATON VANCE TAX-MANAGED GROWTH FUND 1.2 CLASS A) |
25.47%
Dec 2018 – Dec 2021 |
20.68%
Feb 2009 – Feb 2014 |
15.87%
Sep 2011 – Sep 2021 |
14.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart