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ETHSX: EATON VANCE WORLDWIDE HEALTH SCIENCES FUND EATON VANCE WORLDWIDE HEALTH SCIENCES FUND CLASS A (MUTUAL FUND)
Basic Info 12.51 0.07(0.56%) June 08
| Asset Class: | Health |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 11/04/1985 |
| Last Dividend Date: | 12/04/2025 |
| 12-Mo. Yield | 7.68% |
| Expenses | 1.46% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.0 | -5.8 | 4.6 | 3.7 | 3.6 | 7.1 | 9.8 | 9.2 | 9.7 | 10.2 | 3.5 | 5.7 | -9.4 | 22.0 | 13.0 | 26.0 | 5.9 | 16.2 | -14.8 | 8.6 | 27.2 | 44.4 | 15.6 | 4.6 | 11.5 | 9.9 | -7.3 | 6.5 | -0.0 | 7.7 | 7.2 | 30.5 | -25.3 | -6.7 | 77.1 | 17.5 | 20.2 | 9.1 | 13.9 | 42.2 | -13.2 | 16.9 | -9.4 | 32.9 | -6.1 | 38.2 | 2.9 | -10.4 | 0.5 | 12.5 |
| Sharpe Ratio | NA | -0.9 | 0.22 | 0.04 | 0.07 | 0.33 | NA | NA | 0.41 | 0.43 | -0.01 | 0.17 | -0.56 | 1.92 | 0.44 | 1.94 | 0.28 | 1.66 | -0.86 | 0.46 | 1.64 | 3.5 | 1.29 | 0.24 | 0.75 | 0.53 | -0.28 | 0.27 | -0.28 | 0.41 | 0.4 | 1.65 | -1.11 | -0.41 | 2.59 | 0.93 | 0.98 | 0.4 | 0.73 | 2.18 | -1.21 | 0.96 | -0.59 | 1.71 | -0.5 | 2.17 | -0.12 | -0.41 | -0.23 | 10.18 |
| Draw Down(%) | NA | 12.4 | 12.4 | 18.9 | 19.6 | 27.4 | NA | NA | 40.9 | 13.7 | 13.8 | 10.9 | 19.6 | 7.6 | 27.4 | 6.9 | 14.3 | 5.5 | 17.7 | 19.0 | 12.8 | 6.7 | 8.3 | 16.9 | 13.1 | 17.7 | 27.6 | 7.5 | 13.4 | 11.1 | 16.3 | 11.6 | 33.0 | 26.7 | 15.3 | 12.4 | 21.7 | 16.4 | 10.3 | 13.1 | 18.9 | 12.4 | 18.3 | 12.8 | 21.4 | 11.0 | 13.6 | 40.9 | 27.2 | 1.8 |
| Standard Deviation(%) | NA | 16.0 | 15.4 | 14.3 | 15.0 | 16.3 | NA | NA | 18.1 | 17.3 | 11.3 | 11.7 | 19.5 | 11.5 | 28.6 | 12.7 | 16.3 | 9.4 | 17.4 | 18.6 | 16.6 | 12.7 | 12.1 | 19.4 | 15.2 | 18.5 | 29.1 | 12.7 | 12.2 | 13.2 | 15.5 | 18.0 | 23.7 | 22.7 | 28.1 | 15.3 | 17.1 | 13.4 | 13.9 | 17.6 | 13.5 | 15.3 | 20.0 | 16.9 | 23.0 | 14.9 | 16.4 | 35.2 | 16.3 | 10.7 |
| Treynor Ratio | NA | -0.15 | 0.03 | 0.01 | 0.01 | 0.06 | NA | NA | 0.08 | 0.08 | 0.0 | 0.02 | -0.11 | 0.24 | 0.13 | 0.28 | 0.05 | 0.19 | -0.14 | 0.08 | 0.23 | 0.41 | 0.14 | 0.04 | 0.1 | 0.11 | -0.09 | 0.03 | -0.03 | 0.04 | 0.05 | 0.27 | -0.25 | -0.07 | 0.74 | 0.19 | 0.19 | 0.08 | 0.14 | 0.41 | -0.24 | 0.24 | -0.16 | 0.36 | -0.13 | 0.3 | -0.02 | -0.28 | -0.04 | 1.45 |
| Alpha | NA | -0.04 | -0.05 | 0.0 | -0.01 | 0.0 | NA | NA | -0.01 | -0.02 | 0.02 | 0.0 | -0.04 | 0.03 | 0.0 | 0.02 | 0.02 | 0.01 | -0.02 | -0.02 | -0.02 | -0.01 | 0.0 | -0.03 | 0.02 | -0.03 | 0.05 | 0.01 | -0.04 | -0.04 | -0.02 | 0.0 | -0.06 | 0.01 | 0.05 | 0.04 | -0.05 | -0.04 | -0.01 | 0.01 | -0.08 | 0.03 | -0.03 | -0.01 | -0.08 | 0.01 | -0.07 | -0.03 | -0.05 | 0.09 |
| Beta | NA | 0.99 | 0.98 | 0.94 | 0.94 | 0.96 | NA | NA | 0.93 | 0.96 | 0.85 | 0.92 | 0.95 | 0.93 | 1.02 | 0.87 | 0.99 | 0.83 | 1.04 | 1.06 | 1.18 | 1.09 | 1.1 | 1.03 | 1.1 | 0.91 | 0.97 | 1.06 | 1.14 | 1.3 | 1.3 | 1.12 | 1.08 | 1.25 | 0.98 | 0.73 | 0.89 | 0.68 | 0.74 | 0.93 | 0.69 | 0.62 | 0.73 | 0.81 | 0.9 | 1.07 | 0.81 | 0.52 | 0.91 | 0.75 |
| RSquared | NA | 0.93 | 0.9 | 0.88 | 0.89 | 0.91 | NA | NA | 0.62 | 0.91 | 0.77 | 0.87 | 0.94 | 0.83 | 0.97 | 0.85 | 0.92 | 0.76 | 0.93 | 0.93 | 0.85 | 0.81 | 0.83 | 0.93 | 0.86 | 0.81 | 0.9 | 0.81 | 0.74 | 0.71 | 0.71 | 0.75 | 0.83 | 0.7 | 0.45 | 0.52 | 0.67 | 0.43 | 0.24 | 0.15 | 0.27 | 0.27 | 0.18 | 0.41 | 0.32 | 0.54 | 0.58 | 0.19 | 0.53 | 0.39 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.6 | 4.7 | 2.6 | 3.9 | 9.3 | 7.7 | 6.5 | 5.5 | 3.2 | 9.8 | 9.6 | 18.1 | 16.0 | 16.3 | 9.6 | 7.0 | 0.1 | 13.1 | 15.9 | 1.5 | 0.0 | 0.3 | 0.0 | 0.7 | 4.0 | 2.6 | 2.7 | 1.5 | 0.7 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 57.0 | 91.7 | -42.2 | -53.4 | 26.3 | 43.0 | 16.8 | 96.5 | -74.9 | -0.9 | -41.9 | 40.7 | -2.6 | 62.8 | 41.5 | 9028.6 | -99.5 | -25.2 | 952.6 | N/A | -100.0 | N/A | -100.0 | -84.9 | -11.6 | 7.4 | 111.6 | 128.6 | -51.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/26/1985
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