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ECSTX: EATON VANCE LARGE-CAP VALUE FUND EATON VANCE LARGE-CAP VALUE FUND CLASS C (MUTUAL FUND)
Basic Info 29.68 0.59(1.95%) June 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (44%) |
| Start Date: | 07/14/1995 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 5.53% |
| Expenses | 1.27% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/14/1995 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.6 | 10.1 | 21.0 | 13.5 | 6.1 | 8.7 | 8.7 | 6.6 | 7.4 | 11.2 | 10.7 | 7.1 | -6.4 | 15.9 | 0.7 | 28.8 | -7.7 | 13.9 | 8.7 | -1.9 | 10.0 | 28.4 | 15.0 | -5.2 | 9.2 | 16.2 | -34.9 | 9.1 | 17.9 | 10.7 | 14.8 | 22.6 | -16.3 | 0.7 | 14.1 | 2.4 | 21.8 | 17.4 | 7.9 | 2.9 |
| Sharpe Ratio | NA | 2.36 | 1.86 | 0.87 | 0.26 | 0.41 | NA | NA | 0.32 | 0.53 | 0.65 | 0.27 | -0.39 | 1.05 | 0.01 | 2.39 | -0.62 | 1.99 | 0.65 | -0.13 | 0.87 | 2.47 | 1.16 | -0.22 | 0.47 | 0.58 | -0.87 | 0.36 | 1.46 | 0.74 | 1.32 | 1.41 | -0.83 | -0.12 | 0.56 | -0.07 | 1.03 | 0.76 | 0.32 | 0.25 |
| Draw Down(%) | NA | 8.4 | 8.4 | 16.6 | 17.5 | 39.4 | NA | NA | 53.9 | 14.6 | 7.6 | 12.4 | 16.5 | 8.9 | 39.4 | 6.5 | 20.2 | 4.4 | 10.6 | 13.1 | 7.7 | 5.2 | 9.9 | 21.6 | 17.8 | 28.3 | 46.8 | 10.4 | 7.9 | 6.9 | 7.1 | 14.6 | 28.4 | 18.8 | 15.2 | 13.1 | 19.7 | 15.2 | 10.2 | 6.3 |
| Standard Deviation(%) | NA | 12.4 | 11.1 | 13.0 | 15.1 | 17.5 | NA | NA | 18.1 | 15.7 | 10.9 | 13.0 | 20.3 | 15.0 | 37.0 | 11.5 | 14.7 | 6.7 | 13.2 | 15.1 | 11.4 | 11.5 | 13.0 | 24.0 | 19.3 | 27.7 | 41.1 | 16.8 | 10.0 | 11.4 | 10.4 | 15.5 | 21.0 | 15.1 | 17.7 | 13.9 | 17.8 | 18.0 | 13.0 | 10.2 |
| Treynor Ratio | NA | 0.28 | 0.2 | 0.11 | 0.04 | 0.07 | NA | NA | 0.06 | 0.08 | 0.07 | 0.03 | -0.08 | 0.15 | 0.0 | 0.28 | -0.1 | 0.15 | 0.09 | -0.02 | 0.1 | 0.28 | 0.15 | -0.05 | 0.09 | 0.19 | -0.39 | 0.06 | 0.14 | 0.08 | 0.14 | 0.25 | -0.24 | -0.03 | 0.12 | -0.01 | 0.21 | 0.18 | 0.05 | 0.04 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.02 | -0.01 | NA | NA | -0.01 | -0.01 | -0.02 | -0.01 | -0.02 | -0.04 | 0.0 | 0.01 | -0.01 | -0.01 | -0.03 | 0.0 | -0.01 | -0.01 | 0.0 | -0.03 | -0.02 | 0.0 | -0.01 | 0.03 | -0.02 | 0.01 | 0.0 | -0.02 | -0.01 | 0.03 | 0.03 | -0.03 | 0.03 | -0.02 | -0.04 | -0.04 |
| Beta | NA | 1.04 | 1.03 | 1.02 | 1.03 | 1.02 | NA | NA | 0.92 | 1.02 | 0.99 | 1.06 | 1.05 | 1.04 | 1.03 | 0.98 | 0.92 | 0.91 | 0.98 | 0.97 | 1.02 | 1.0 | 1.01 | 1.0 | 1.05 | 0.87 | 0.91 | 0.98 | 1.03 | 1.04 | 0.96 | 0.86 | 0.74 | 0.69 | 0.85 | 0.73 | 0.87 | 0.76 | 0.83 | 0.64 |
| RSquared | NA | 0.89 | 0.87 | 0.93 | 0.91 | 0.95 | NA | NA | 0.91 | 0.94 | 0.9 | 0.94 | 0.95 | 0.8 | 0.98 | 0.96 | 0.97 | 0.92 | 0.97 | 0.98 | 0.95 | 0.94 | 0.98 | 0.99 | 0.99 | 0.98 | 0.94 | 0.97 | 0.96 | 0.95 | 0.95 | 0.9 | 0.95 | 0.84 | 0.82 | 0.77 | 0.89 | 0.5 | 0.54 | 0.25 |
| Yield(%) | N/A | 0.0 | 5.5 | 4.2 | 2.4 | 3.6 | 6.0 | 4.6 | N/A | 5.6 | 3.6 | 2.3 | 0.3 | 0.3 | 0.4 | 1.4 | 8.4 | 5.5 | 0.7 | 9.1 | 30.8 | 5.5 | 1.0 | 0.7 | 0.3 | 0.8 | 0.6 | 2.1 | 3.5 | 1.8 | 0.5 | 0.7 | 0.3 | 2.7 | 11.3 | 13.6 | 4.6 | 25.0 | 0.3 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | 61.7 | 1263.1 | -4.7 | -48.5 | 67.0 | N/A | N/A | 65.4 | 69.3 | 729.0 | 3.3 | -33.3 | -60.4 | -86.3 | 65.4 | 785.8 | -93.4 | -76.7 | 569.3 | 519.9 | 29.4 | 134.5 | -49.1 | -13.6 | -69.6 | -33.5 | 139.2 | 284.5 | -5.3 | 114.3 | -90.3 | -75.7 | -27.5 | 244.4 | -83.1 | 7850.0 | 37.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/14/1995
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