Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAERX (EATON VANCE STOCK FUND EATON VANCE STOCK FUND CLASS A) | 2.01% | 12.16% | 19.30% | 6.07% | 10.70% | 11.23% | 9.39% | … | … |
Data as of 06/10/2026, Common starting date is 12/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAERX (EATON VANCE STOCK FUND EATON VANCE STOCK FUND CLASS A) | 12/24/2003 | 06/10/2026 |
| 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 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.67 | 12.16 | 19.30 | 6.07 | 10.70 | 11.23 | 9.39 | … | … | 2.01 | 13.24 | 30.54 | 24.23 | -26.94 | 9.44 | 15.98 | 35.01 | -5.89 | 19.91 | 6.79 | 4.60 | 11.90 | 32.83 | 15.59 | -2.06 | 10.11 | 24.57 | -32.16 | 13.36 | 13.98 | 9.29 | 12.27 | 1.45 |
| Sharpe Ratio | NA | 1.22 | 1.16 | 0.24 | 0.50 | NA | NA | … | … | 0.90 | 0.54 | 1.96 | 1.62 | -1.04 | 0.53 | 0.45 | 2.82 | -0.45 | 2.93 | 0.51 | 0.30 | 0.99 | 2.84 | 1.15 | -0.09 | 0.55 | 0.97 | -0.91 | 0.65 | 1.07 | 0.68 | 1.01 | 17.23 |
| Standard Deviation(%) | NA | 12.21 | 15.40 | 18.81 | 18.95 | NA | NA | … | … | 13.72 | 19.17 | 13.76 | 12.78 | 27.34 | 17.80 | 34.73 | 11.88 | 16.33 | 6.61 | 12.85 | 15.08 | 11.97 | 11.56 | 13.66 | 23.88 | 18.21 | 25.14 | 36.45 | 15.80 | 9.95 | 10.36 | 11.16 | 8.57 |
| Draw Down(%) | NA | 10.68 | 19.07 | 35.18 | 35.18 | NA | NA | … | … | 10.68 | 19.07 | 8.43 | 8.92 | 28.18 | 13.75 | 33.83 | 5.47 | 19.68 | 2.63 | 10.42 | 11.19 | 8.42 | 5.17 | 11.11 | 20.15 | 16.53 | 24.23 | 42.52 | 9.14 | 8.89 | 6.94 | 8.41 | 0.00 |
| Yield(%) | 0.00 | 9.04 | 14.24 | 6.87 | 8.29 | 9.73 | 8.66 | … | … | 0.00 | 9.31 | 16.88 | 18.35 | 0.49 | 0.45 | 0.22 | 5.10 | 10.10 | 8.57 | 3.01 | 7.86 | 12.65 | 12.99 | 12.82 | 0.70 | 0.41 | 0.75 | 0.42 | 3.46 | 4.33 | 5.35 | 0.34 | 0.09 |
Data as of 06/10/2026, Common starting date is 12/24/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAERX (EATON VANCE STOCK FUND EATON VANCE STOCK FUND CLASS A) |
-10.83%
Feb 2006 – Feb 2009 |
-2.80%
Feb 2004 – Feb 2009 |
6.82%
Feb 2006 – Feb 2016 |
6.22%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAERX (EATON VANCE STOCK FUND EATON VANCE STOCK FUND CLASS A) |
22.54%
Sep 2011 – Sep 2014 |
20.30%
Feb 2009 – Feb 2014 |
15.43%
Sep 2011 – Sep 2021 |
12.65%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart