It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
ERASX: Eaton Vance Atlanta Capital SMID Cap Fun (MUTUAL FUND)
Basic Info 36.39 0.05(0.14%) June 05
| Asset Class: | US EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/01/2014 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 5.91% |
| Expenses | 1.14% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/01/2014 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | -2.4 | -4.5 | 6.2 | -1.1 | 6.0 | 6.8 | -5.6 | 13.7 | 14.1 | -17.0 | 9.9 | 0.2 | 34.5 | -5.5 | 24.8 | 11.4 | 9.8 | 3.8 |
| Sharpe Ratio | NA | -0.49 | -0.47 | 0.19 | -0.2 | 0.22 | 0.29 | -0.47 | 0.78 | 0.77 | -0.76 | 0.49 | 0.0 | 2.46 | -0.43 | 2.85 | 0.76 | 0.69 | 0.65 |
| Draw Down(%) | NA | 12.4 | 14.6 | 21.0 | 28.6 | 39.9 | 39.9 | 17.7 | 7.7 | 11.0 | 19.5 | 17.7 | 39.9 | 5.8 | 23.4 | 4.3 | 9.7 | 10.4 | 8.4 |
| Standard Deviation(%) | NA | 16.5 | 15.3 | 15.2 | 18.3 | 19.8 | 19.0 | 18.2 | 12.9 | 13.7 | 24.4 | 20.1 | 38.9 | 13.4 | 15.9 | 8.5 | 14.7 | 14.2 | 11.7 |
| Treynor Ratio | NA | -0.11 | -0.09 | 0.04 | -0.04 | 0.05 | 0.06 | -0.11 | 0.13 | 0.12 | -0.22 | 0.09 | 0.0 | 0.34 | -0.08 | 0.23 | 0.11 | 0.11 | 0.09 |
| Alpha | NA | -0.08 | -0.09 | -0.04 | -0.04 | -0.03 | -0.02 | -0.07 | -0.02 | -0.03 | 0.0 | -0.05 | -0.07 | 0.01 | 0.0 | 0.01 | 0.0 | 0.04 | 0.0 |
| Beta | NA | 0.72 | 0.77 | 0.79 | 0.85 | 0.92 | 0.92 | 0.78 | 0.8 | 0.88 | 0.86 | 1.06 | 0.99 | 0.98 | 0.89 | 1.05 | 1.03 | 0.88 | 0.89 |
| RSquared | NA | 0.38 | 0.39 | 0.62 | 0.66 | 0.74 | 0.76 | 0.67 | 0.66 | 0.77 | 0.77 | 0.55 | 0.8 | 0.86 | 0.9 | 0.76 | 0.9 | 0.89 | 0.88 |
| Yield(%) | N/A | 0.0 | 5.9 | 4.8 | 2.3 | 4.2 | N/A | 5.7 | 4.0 | 3.1 | 0.0 | 0.0 | 0.0 | 8.4 | 6.3 | 3.9 | 3.9 | 6.9 | 3.1 |
| Dividend Growth(%) | N/A | -100.0 | 56.5 | N/A | -25.7 | N/A | N/A | 56.5 | 42.3 | N/A | N/A | N/A | -100.0 | 15.7 | 94.4 | 9.8 | -42.2 | 127.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/2014
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See US EQUITY Asset Class Trend Rankings |
Latest Articles Related to ERASX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
