Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XEOIX (Eaton Vance Enhanced Equity Income Fund) | 4.80% | 16.38% | 19.11% | 11.53% | 10.87% | 8.53% | 4.18% | … | … |
Data as of 06/05/2026, Common starting date is 01/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XEOIX (Eaton Vance Enhanced Equity Income Fund) | 01/26/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.14 | 16.38 | 19.11 | 11.53 | 10.87 | 8.53 | 4.18 | … | … | 4.80 | 12.73 | 28.00 | 24.03 | -17.70 | 24.95 | 13.22 | 21.97 | -6.22 | 11.93 | -2.72 | -4.53 | 9.17 | 26.62 | 4.25 | -11.37 | -2.11 | 4.72 | -35.67 | 0.69 | 1.25 | 1.68 |
| Sharpe Ratio | NA | 1.37 | 1.14 | 0.56 | 0.54 | NA | NA | … | … | 0.78 | 0.55 | 1.91 | 1.75 | -0.82 | 2.00 | 0.40 | 1.76 | -0.46 | 1.74 | -0.23 | -0.30 | 0.80 | 2.53 | 0.39 | -0.53 | -0.14 | 0.22 | -1.01 | -0.19 | -0.27 | -0.06 |
| Standard Deviation(%) | NA | 11.19 | 14.42 | 16.24 | 17.13 | NA | NA | … | … | 12.81 | 18.13 | 12.79 | 11.72 | 23.29 | 12.45 | 32.03 | 11.65 | 16.41 | 6.49 | 12.81 | 14.97 | 11.46 | 10.52 | 10.78 | 21.67 | 15.30 | 21.18 | 36.11 | 12.77 | 7.98 | 8.82 |
| Draw Down(%) | NA | 9.42 | 18.32 | 23.46 | 31.91 | NA | NA | … | … | 9.42 | 18.32 | 7.88 | 7.98 | 23.46 | 4.85 | 31.91 | 6.54 | 20.64 | 2.96 | 11.80 | 13.28 | 7.75 | 5.88 | 9.81 | 21.66 | 15.27 | 23.57 | 46.45 | 8.34 | 7.10 | 5.68 |
| Yield(%) | 0.00 | 8.08 | 9.49 | 7.80 | 7.37 | 6.23 | 3.10 | … | … | 3.17 | 7.92 | 9.03 | 8.82 | 6.63 | 7.06 | 6.70 | 3.08 | 5.04 | 0.84 | 0.00 | 0.58 | 7.18 | 8.20 | 0.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEOIX (Eaton Vance Enhanced Equity Income Fund) |
-18.16%
Feb 2006 – Feb 2009 |
-11.06%
May 2007 – May 2012 |
-2.83%
Feb 2006 – Feb 2016 |
-1.05%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEOIX (Eaton Vance Enhanced Equity Income Fund) |
22.67%
Sep 2022 – Sep 2025 |
16.62%
Mar 2020 – Mar 2025 |
10.89%
May 2016 – May 2026 |
8.45%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart