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
ETJ: Eaton Vance Risk Managed Diversified Equity Income Closed Fund (CEF)
Basic Info 8.34 0.09(1.07%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 07/27/2007 |
| Last Dividend Date: | 05/15/2026 |
| 12-Mo. Yield | 8.84% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/27/2007 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.2 | -1.8 | 3.3 | 11.1 | 3.4 | 8.4 | 7.4 | 5.3 | 3.5 | 29.6 | 14.5 | -22.4 | 12.3 | 22.4 | 27.8 | -7.0 | 18.9 | -0.8 | 5.9 | 4.2 | 19.5 | 8.1 | -12.6 | -10.6 | 2.9 | 6.3 | -4.2 |
| Sharpe Ratio | NA | -0.11 | 0.28 | 0.66 | 0.08 | 0.39 | NA | 0.24 | 0.04 | 2.19 | 0.8 | -1.09 | 1.01 | 0.58 | 2.38 | -0.52 | 2.16 | -0.07 | 0.48 | 0.37 | 2.13 | 0.91 | -0.73 | -0.75 | 0.13 | 0.14 | -0.51 |
| Draw Down(%) | NA | 10.4 | 10.4 | 15.4 | 28.1 | 32.8 | NA | 32.8 | 14.8 | 6.5 | 12.1 | 23.6 | 8.2 | 32.8 | 3.9 | 19.6 | 5.2 | 9.8 | 11.3 | 8.2 | 5.3 | 7.0 | 19.9 | 18.8 | 16.2 | 30.4 | 15.3 |
| Standard Deviation(%) | NA | 13.4 | 11.1 | 13.8 | 15.6 | 18.1 | NA | 18.5 | 15.8 | 11.8 | 13.5 | 22.0 | 12.1 | 38.0 | 11.1 | 16.3 | 8.5 | 13.1 | 12.2 | 11.5 | 9.2 | 8.9 | 17.3 | 14.3 | 22.2 | 37.1 | 23.9 |
| Treynor Ratio | NA | -0.03 | 0.07 | 0.2 | 0.03 | 0.13 | NA | 0.08 | 0.01 | 0.67 | 0.24 | -0.52 | 0.47 | 0.27 | 0.81 | -0.15 | 0.4 | -0.02 | 0.11 | 0.08 | 0.34 | 0.2 | -0.24 | -0.32 | 0.06 | 0.09 | -0.34 |
| Alpha | NA | -0.02 | -0.02 | 0.0 | -0.01 | 0.0 | NA | 0.0 | -0.02 | 0.05 | -0.02 | -0.01 | 0.03 | -0.06 | 0.05 | -0.03 | 0.02 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | -0.05 | -0.06 | -0.04 | 0.15 | -0.05 |
| Beta | NA | 0.52 | 0.46 | 0.46 | 0.45 | 0.53 | NA | 0.52 | 0.51 | 0.39 | 0.45 | 0.46 | 0.26 | 0.82 | 0.32 | 0.57 | 0.46 | 0.58 | 0.51 | 0.56 | 0.57 | 0.41 | 0.52 | 0.34 | 0.44 | 0.6 | 0.36 |
| RSquared | NA | 0.53 | 0.47 | 0.49 | 0.5 | 0.48 | NA | 0.41 | 0.63 | 0.4 | 0.39 | 0.59 | 0.21 | 0.61 | 0.29 | 0.54 | 0.22 | 0.43 | 0.47 | 0.45 | 0.57 | 0.46 | 0.63 | 0.21 | 0.24 | 0.35 | 0.1 |
| Yield(%) | N/A | 3.7 | 8.8 | 9.4 | 7.1 | 8.9 | 7.9 | N/A | 8.5 | 9.8 | 9.3 | 8.2 | 9.0 | 9.8 | 12.2 | 9.3 | 10.5 | 11.1 | 10.3 | 9.9 | 10.5 | 10.9 | 9.6 | 10.7 | 10.1 | 9.6 | 2.2 |
| Dividend Growth(%) | N/A | -58.3 | 0.0 | -13.0 | -17.1 | N/A | N/A | N/A | 2.8 | 9.1 | -20.5 | -3.9 | 0.0 | -7.7 | 8.3 | -3.6 | -15.2 | 0.0 | 0.0 | 0.0 | -3.5 | -9.6 | -28.9 | 0.0 | 0.0 | 300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/27/2007
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 LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth ETF) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) (96%)
- MGK (Vanguard Mega Cap Growth ETF) (96%)
- PWB (Invesco Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 2.06% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 2.68% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 1.07% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 1.34% (97%)
- GAM (General American Investors Closed Fund) 1.52% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.51% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 2.24% (97%)
- FXBY (Foxby Corp) 0.0% (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.17% (22%)
Latest Articles Related to ETJ
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
