Eaton Vance Multi-Cap Growth A (EVGFX)

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


Eaton Vance Multi-Cap Growth A started on 01/03/1980
Eaton Vance Multi-Cap Growth A is classified as asset class LARGE GROWTH
Eaton Vance Multi-Cap Growth A expense ratio is 1.17%
Eaton Vance Multi-Cap Growth A rating is
Not Rated

Dividends


Eaton Vance Multi-Cap Growth A (EVGFX) Dividend Info

Eaton Vance Multi-Cap Growth A (EVGFX) dividend growth in the last 12 months is

The trailing 12-month yield of Eaton Vance Multi-Cap Growth A is 0.00%. its dividend history:

Pay Date Cash Amount
Dec 23, 2009 $0.1
Dec 23, 2008 $0.082
Dec 24, 2007 $1.581
Dec 20, 2006 $0.226
Sep 29, 2000 $2.23
Dec 14, 1999 $0.341
Dec 28, 1998 $0.039
Dec 22, 1998 $2.531
Dec 29, 1997 $0.195
Aug 26, 1997 $0.935
Dec 16, 1996 $0.785
Sep 03, 1996 $0.025
Mar 01, 1996 $0.025
Sep 01, 1995 $0.01
Mar 01, 1995 $0.02
Sep 01, 1994 $0.03
Mar 01, 1994 $0.03
Sep 01, 1993 $0.03
Sep 03, 1991 $0.04
Mar 01, 1991 $0.04
Sep 04, 1990 $0.04
Mar 01, 1990 $0.04
Sep 01, 1989 $0.04
Mar 01, 1989 $0.04
Sep 01, 1988 $0.04
Mar 01, 1988 $0.03
Sep 01, 1987 $0.03
Mar 02, 1987 $0.04
Sep 02, 1986 $0.07
Mar 04, 1986 $0.07
Aug 30, 1985 $0.07
Feb 28, 1985 $0.07
Aug 31, 1984 $0.05
Feb 29, 1984 $0.06
Aug 31, 1983 $0.08
Feb 28, 1983 $0.09
Aug 31, 1982 $0.12
Feb 26, 1982 $0.09
Aug 31, 1981 $0.13
Feb 27, 1981 $0.1
Aug 29, 1980 $0.11
Feb 29, 1980 $0.11

Dividend Growth History for Eaton Vance Multi-Cap Growth A (EVGFX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2009
2009 $0.1 2.03% 21.95% -
2008 $0.082 0.80% -94.81% 21.95%
2007 $1.581 17.68% 599.56% -74.85%
2006 $0.226 2.90% - -23.80%
2000 $2.23 22.01% 553.96% -29.17%
1999 $0.341 3.34% -86.73% -11.54%
1998 $2.57 23.75% 127.43% -25.56%
1997 $1.13 12.27% 35.33% -18.30%
1996 $0.835 9.68% 2,683.33% -15.06%
1995 $0.03 0.44% -50.00% 8.98%
1994 $0.06 0.75% 100.00% 3.46%
1993 $0.03 0.36% - 7.82%
1991 $0.08 1.18% 0.00% 1.25%
1990 $0.08 0.96% 0.00% 1.18%
1989 $0.08 1.19% 14.29% 1.12%
1988 $0.07 1.05% 0.00% 1.71%
1987 $0.07 1.01% -50.00% 1.63%
1986 $0.14 1.98% 0.00% -1.45%
1985 $0.14 2.32% 27.27% -1.39%
1984 $0.11 1.62% -35.29% -0.38%
1983 $0.17 2.39% -19.05% -2.02%
1982 $0.21 3.44% -8.70% -2.71%
1981 $0.23 2.54% 4.55% -2.93%
1980 $0.22 2.91% - -2.68%

Dividend Growth Chart for Eaton Vance Multi-Cap Growth A (EVGFX)

Eaton Vance Multi-Cap Growth A (EVGFX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


Eaton Vance Multi-Cap Growth A (EVGFX) Historical Returns And Risk Info

From 01/03/1980 to 03/10/2015, the compound annualized total return (dividend reinvested) of Eaton Vance Multi-Cap Growth A (EVGFX) is 4.903%. Its cumulative total return (dividend reinvested) is 439.412%.

From 01/03/1980 to 03/10/2015, the Maximum Drawdown of Eaton Vance Multi-Cap Growth A (EVGFX) is 66.1%.

From 01/03/1980 to 03/10/2015, the Sharpe Ratio of Eaton Vance Multi-Cap Growth A (EVGFX) is 0.02.

From 01/03/1980 to 03/10/2015, the Annualized Standard Deviation of Eaton Vance Multi-Cap Growth A (EVGFX) is 22.1%.

From 01/03/1980 to 03/10/2015, the Beta of Eaton Vance Multi-Cap Growth A (EVGFX) is 0.93.

The return data shown below all have the same latest date: 03/10/2015.
AR inception is since 12/16/1994.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
EVGFX (Eaton Vance Multi-Cap Growth A) NA 9.96% 14.99% 12.85% 8.33% 4.69% 7.67% 7.50%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 10.97% 16.53% 14.50% 7.51% 4.45% 9.35% 9.74%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 5.26% 8.20% 8.28% 5.63% 4.84% 7.79% 8.16%

Return Calculator for Eaton Vance Multi-Cap Growth A (EVGFX)

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Eaton Vance Multi-Cap Growth A (EVGFX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for Eaton Vance Multi-Cap Growth A (EVGFX)

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Retirement Spending Calculator for Eaton Vance Multi-Cap Growth A (EVGFX)

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Rolling Returns


Eaton Vance Multi-Cap Growth A (EVGFX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 01/03/1980 to 03/10/2015, the worst annualized return of 3-year rolling returns for Eaton Vance Multi-Cap Growth A (EVGFX) is -17.59%.
From 01/03/1980 to 03/10/2015, the worst annualized return of 5-year rolling returns for Eaton Vance Multi-Cap Growth A (EVGFX) is -9.41%.
From 01/03/1980 to 03/10/2015, the worst annualized return of 10-year rolling returns for Eaton Vance Multi-Cap Growth A (EVGFX) is -3.86%.
From 01/03/1980 to 03/10/2015, the worst annualized return of 20-year rolling returns for Eaton Vance Multi-Cap Growth A (EVGFX) is 1.34%.

Drawdowns


Eaton Vance Multi-Cap Growth A (EVGFX) Maximum Drawdown




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