Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XETVX (Eaton Vance Tax-Managed Buy-Write Opportunities Fund) | 3.29% | 20.41% | 15.50% | 9.32% | 7.66% | 6.66% | 3.42% | … | … |
Data as of 06/05/2026, Common starting date is 07/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XETVX (Eaton Vance Tax-Managed Buy-Write Opportunities Fund) | 07/13/2005 | 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 (%) | -2.31 | 20.41 | 15.50 | 9.32 | 7.66 | 6.66 | 3.42 | … | … | 3.29 | 13.61 | 22.96 | 19.14 | -17.21 | 21.40 | 9.27 | 11.05 | -7.99 | 8.08 | -3.50 | 1.11 | 9.36 | 18.26 | 3.30 | -3.60 | -2.41 | 20.41 | -36.88 | -0.73 | 1.16 | -2.01 |
| Sharpe Ratio | NA | 2.13 | 1.03 | 0.51 | 0.40 | NA | NA | … | … | 1.05 | 0.62 | 1.84 | 1.58 | -0.87 | 2.07 | 0.31 | 0.92 | -0.59 | 1.47 | -0.34 | 0.08 | 0.96 | 2.53 | 0.32 | -0.19 | -0.16 | 1.01 | -1.10 | -0.29 | -0.27 | -0.75 |
| Standard Deviation(%) | NA | 9.90 | 13.05 | 14.64 | 15.49 | NA | NA | … | … | 11.49 | 17.26 | 10.52 | 9.85 | 21.50 | 10.31 | 28.93 | 10.41 | 15.85 | 5.06 | 11.02 | 14.15 | 9.70 | 7.21 | 10.27 | 19.26 | 15.21 | 20.15 | 34.15 | 13.24 | 8.42 | 9.01 |
| Draw Down(%) | NA | 7.50 | 18.18 | 22.55 | 28.14 | NA | NA | … | … | 7.50 | 18.18 | 7.70 | 6.84 | 22.55 | 3.80 | 28.06 | 6.81 | 17.67 | 1.73 | 9.82 | 12.65 | 7.07 | 3.83 | 8.79 | 18.01 | 14.37 | 15.42 | 45.31 | 8.23 | 8.60 | 5.93 |
| Yield(%) | 0.00 | 8.44 | 9.02 | 7.87 | 6.27 | 5.77 | 3.22 | … | … | 3.16 | 7.97 | 8.94 | 9.44 | 7.99 | 9.27 | 9.04 | 1.39 | 3.11 | 1.19 | 0.00 | 2.99 | 8.99 | 9.50 | 2.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/13/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XETVX (Eaton Vance Tax-Managed Buy-Write Opportunities Fund) |
-16.94%
Feb 2006 – Feb 2009 |
-8.20%
Sep 2006 – Sep 2011 |
-1.20%
Feb 2006 – Feb 2016 |
0.04%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XETVX (Eaton Vance Tax-Managed Buy-Write Opportunities Fund) |
18.51%
Dec 2022 – Dec 2025 |
12.93%
Mar 2020 – Mar 2025 |
7.90%
May 2016 – May 2026 |
6.56%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart