Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EYTGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.2 EATON VANCE TAX-MANAGED GROWTH FUND 1.2 CLASS B) | NA | 8.19% | 12.46% | 10.16% | 10.63% | 7.26% | NA | … | … |
Data as of 10/15/2019, Common starting date is 03/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EYTGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.2 EATON VANCE TAX-MANAGED GROWTH FUND 1.2 CLASS B) | 03/01/2001 | 10/15/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.74 | 8.19 | 12.46 | 10.16 | 10.63 | 7.26 | NA | … | … | 18.60 | -6.11 | 21.23 | 7.70 | 1.24 | 11.33 | 30.68 | 14.02 | -0.57 | 11.43 | 21.72 | -33.64 | 3.40 | 12.17 | 3.33 | 8.32 | 22.36 | -20.53 | -6.00 |
| Sharpe Ratio | NA | 0.38 | 0.82 | 0.67 | 0.69 | NA | NA | … | … | 1.56 | -0.41 | 2.91 | 0.55 | 0.08 | 1.00 | 2.82 | 1.12 | -0.03 | 0.65 | 0.85 | -0.93 | 0.02 | 0.91 | 0.12 | 0.70 | 1.36 | -0.92 | -0.48 |
| Standard Deviation(%) | NA | 17.38 | 13.63 | 14.09 | 14.96 | NA | NA | … | … | 14.46 | 18.04 | 7.10 | 13.52 | 15.49 | 11.35 | 10.88 | 12.53 | 22.85 | 17.41 | 25.58 | 37.19 | 15.25 | 9.78 | 9.98 | 10.50 | 15.96 | 23.56 | 19.73 |
| Draw Down(%) | NA | 16.62 | 20.29 | 20.29 | 20.29 | NA | NA | … | … | 8.52 | 20.29 | 3.12 | 11.29 | 12.61 | 7.49 | 5.60 | 9.62 | 18.74 | 16.62 | 26.99 | 44.08 | 9.01 | 7.69 | 7.38 | 8.00 | 13.72 | 29.87 | 24.47 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.01 | 0.06 | 0.12 | 0.08 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.03 | 0.06 | 0.17 | 0.00 | 0.00 | 0.25 | 0.54 | 0.26 | 0.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/15/2019, Common starting date is 03/01/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EYTGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.2 EATON VANCE TAX-MANAGED GROWTH FUND 1.2 CLASS B) |
-15.04%
Feb 2006 – Feb 2009 |
-7.32%
Feb 2004 – Feb 2009 |
1.09%
Aug 2001 – Aug 2011 |
3.99%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EYTGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.2 EATON VANCE TAX-MANAGED GROWTH FUND 1.2 CLASS B) |
21.62%
Feb 2009 – Feb 2012 |
19.77%
Feb 2009 – Feb 2014 |
14.31%
Feb 2009 – Feb 2019 |
8.57%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart