Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAALX (EATON VANCE ATLANTA CAPITAL FOCUSED GROWTH FUND EATON VANCE ATLANTA CAPITAL FOCUSED GROWTH FUND CLAS) | -9.77% | -6.03% | 8.13% | 5.58% | 13.26% | 11.54% | 9.92% | … | … |
Data as of 06/05/2026, Common starting date is 08/05/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAALX (EATON VANCE ATLANTA CAPITAL FOCUSED GROWTH FUND EATON VANCE ATLANTA CAPITAL FOCUSED GROWTH FUND CLAS) | 08/05/2004 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | -6.03 | 8.13 | 5.58 | 13.26 | 11.54 | 9.92 | … | … | -9.77 | 10.58 | 10.33 | 25.26 | -20.43 | 30.06 | 26.96 | 38.09 | 8.06 | 27.08 | 3.16 | 2.59 | 8.44 | 26.84 | 17.64 | -5.96 | 18.07 | 33.04 | -36.93 | 12.09 | 8.44 | 3.62 | 10.41 |
| Sharpe Ratio | NA | -0.70 | 0.36 | 0.18 | 0.65 | NA | NA | … | … | -1.66 | 0.49 | 0.60 | 1.61 | -0.85 | 2.16 | 0.80 | 2.88 | 0.38 | 3.49 | 0.22 | 0.16 | 0.69 | 2.27 | 1.07 | -0.22 | 0.97 | 1.21 | -0.90 | 0.59 | 0.47 | 0.13 | 2.25 |
| Standard Deviation(%) | NA | 12.36 | 13.40 | 16.71 | 17.91 | NA | NA | … | … | 14.33 | 15.64 | 11.19 | 13.54 | 25.73 | 13.92 | 33.27 | 12.71 | 17.53 | 7.61 | 13.23 | 15.69 | 12.14 | 11.83 | 16.55 | 27.40 | 18.53 | 27.21 | 42.03 | 15.35 | 10.76 | 10.60 | 11.61 |
| Draw Down(%) | NA | 14.93 | 14.93 | 27.47 | 30.93 | NA | NA | … | … | 14.93 | 14.08 | 5.36 | 10.66 | 27.25 | 6.30 | 30.93 | 5.34 | 15.16 | 3.79 | 10.54 | 11.91 | 7.64 | 5.26 | 14.01 | 24.06 | 16.66 | 23.78 | 47.89 | 8.21 | 9.04 | 7.51 | 4.64 |
| Yield(%) | 0.00 | 11.93 | 6.74 | 4.59 | 9.25 | 9.23 | 8.17 | … | … | 0.00 | 12.72 | 3.88 | 0.36 | 0.20 | 2.44 | 0.68 | 0.18 | 15.89 | 40.41 | 14.52 | 17.97 | 7.91 | 2.81 | 0.00 | 0.00 | 0.37 | 0.65 | 4.33 | 9.02 | 6.33 | 2.31 | 0.52 |
Data as of 06/05/2026, Common starting date is 08/05/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAALX (EATON VANCE ATLANTA CAPITAL FOCUSED GROWTH FUND EATON VANCE ATLANTA CAPITAL FOCUSED GROWTH FUND CLAS) |
-13.76%
Feb 2006 – Feb 2009 |
-0.70%
Aug 2005 – Aug 2010 |
5.59%
Feb 2006 – Feb 2016 |
8.47%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAALX (EATON VANCE ATLANTA CAPITAL FOCUSED GROWTH FUND EATON VANCE ATLANTA CAPITAL FOCUSED GROWTH FUND CLAS) |
31.62%
Dec 2018 – Dec 2021 |
25.64%
Dec 2016 – Dec 2021 |
18.29%
Dec 2011 – Dec 2021 |
16.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart