Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XEOSX (Eaton Vance Enhanced Equity Income Fund II) | 6.86% | 19.86% | 20.90% | 11.05% | 12.93% | 10.30% | 5.52% | … | … |
Data as of 06/03/2026, Common starting date is 04/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XEOSX (Eaton Vance Enhanced Equity Income Fund II) | 04/01/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.92 | 19.86 | 20.90 | 11.05 | 12.93 | 10.30 | 5.52 | … | … | 6.86 | 13.53 | 27.73 | 35.22 | -27.39 | 18.83 | 28.63 | 26.93 | -0.28 | 17.07 | -5.20 | -0.36 | 10.53 | 28.53 | 2.45 | -8.42 | -1.61 | 7.95 | -38.05 | 0.15 | 0.83 | 1.90 |
| Sharpe Ratio | NA | 1.37 | 1.08 | 0.43 | 0.58 | NA | NA | … | … | 1.00 | 0.52 | 1.53 | 2.23 | -1.04 | 1.21 | 0.84 | 1.84 | -0.09 | 2.13 | -0.37 | -0.02 | 0.87 | 2.81 | 0.21 | -0.40 | -0.12 | 0.40 | -1.10 | -0.25 | -0.28 | 0.01 |
| Standard Deviation(%) | NA | 13.34 | 16.99 | 19.23 | 19.60 | NA | NA | … | … | 14.97 | 20.58 | 15.78 | 14.30 | 27.85 | 15.57 | 33.69 | 13.87 | 19.58 | 7.75 | 14.57 | 16.21 | 12.06 | 10.16 | 11.23 | 21.19 | 14.59 | 19.73 | 35.25 | 12.23 | 9.15 | 10.23 |
| Draw Down(%) | NA | 11.84 | 19.81 | 31.40 | 31.40 | NA | NA | … | … | 11.21 | 19.81 | 11.69 | 8.62 | 31.23 | 7.19 | 30.80 | 9.50 | 20.71 | 3.62 | 14.92 | 13.67 | 8.05 | 5.55 | 8.82 | 19.67 | 14.17 | 21.61 | 48.41 | 9.84 | 10.48 | 5.66 |
| Yield(%) | 0.00 | 8.00 | 9.42 | 7.35 | 8.68 | 7.50 | 3.78 | … | … | 3.11 | 7.82 | 8.83 | 8.78 | 6.71 | 6.60 | 6.15 | 7.97 | 6.08 | 1.56 | 0.00 | 0.60 | 7.51 | 8.58 | 0.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEOSX (Eaton Vance Enhanced Equity Income Fund II) |
-19.03%
Feb 2006 – Feb 2009 |
-10.56%
May 2007 – May 2012 |
-2.41%
Feb 2006 – Feb 2016 |
1.49%
May 2005 – May 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEOSX (Eaton Vance Enhanced Equity Income Fund II) |
26.18%
Sep 2022 – Sep 2025 |
17.76%
Dec 2016 – Dec 2021 |
12.96%
May 2016 – May 2026 |
10.21%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart