Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XETWX (Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund) | 5.58% | 22.56% | 14.61% | 7.69% | 5.83% | 4.10% | 1.32% | … | … |
Data as of 06/05/2026, Common starting date is 10/12/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XETWX (Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund) | 10/12/2005 | 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 (%) | -1.79 | 22.56 | 14.61 | 7.69 | 5.83 | 4.10 | 1.32 | … | … | 5.58 | 19.46 | 11.73 | 16.78 | -15.88 | 15.09 | 7.93 | 10.08 | -11.55 | 8.96 | -7.35 | -2.88 | 2.40 | 16.38 | 3.61 | -8.26 | -3.76 | 11.16 | -36.71 | 0.56 | 5.10 | -0.27 |
| Sharpe Ratio | NA | 1.97 | 0.97 | 0.40 | 0.30 | NA | NA | … | … | 1.15 | 1.09 | 0.77 | 1.33 | -0.86 | 1.58 | 0.28 | 0.93 | -0.96 | 1.56 | -0.59 | -0.22 | 0.26 | 1.96 | 0.31 | -0.39 | -0.23 | 0.51 | -1.07 | -0.19 | 0.16 | -0.37 |
| Standard Deviation(%) | NA | 11.67 | 12.68 | 14.06 | 14.70 | NA | NA | … | … | 14.61 | 15.23 | 10.49 | 9.98 | 20.30 | 9.55 | 27.42 | 9.27 | 13.56 | 5.34 | 12.73 | 13.34 | 9.26 | 8.33 | 11.58 | 21.13 | 16.84 | 21.84 | 35.11 | 13.89 | 10.43 | 10.93 |
| Draw Down(%) | NA | 9.05 | 14.46 | 23.35 | 32.58 | NA | NA | … | … | 9.05 | 14.46 | 7.20 | 8.76 | 23.35 | 4.49 | 29.27 | 6.01 | 18.77 | 1.72 | 10.90 | 11.71 | 8.15 | 4.72 | 11.13 | 20.80 | 18.14 | 20.08 | 46.87 | 8.59 | 8.90 | 3.37 |
| Yield(%) | 0.00 | 8.58 | 8.64 | 7.19 | 5.45 | 4.45 | 2.37 | … | … | 3.21 | 8.54 | 8.54 | 8.30 | 7.69 | 8.51 | 8.30 | 1.95 | 5.15 | 0.73 | 0.00 | 3.16 | 8.93 | 9.27 | 2.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/12/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XETWX (Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund) |
-17.06%
Feb 2006 – Feb 2009 |
-9.94%
Sep 2006 – Sep 2011 |
-3.68%
Nov 2006 – Nov 2016 |
-2.43%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XETWX (Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund) |
17.59%
Sep 2022 – Sep 2025 |
10.90%
Mar 2020 – Mar 2025 |
6.09%
Feb 2016 – Feb 2026 |
4.04%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart