Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAFGX (Eaton Vance Focused Gwth Oprtnts Fd Cl A) | 4.92% | 17.29% | 23.02% | 10.78% | 15.76% | 14.50% | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAFGX (Eaton Vance Focused Gwth Oprtnts Fd Cl A) | 03/08/2011 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.34 | 17.29 | 23.02 | 10.78 | 15.76 | 14.50 | NA | … | … | 4.92 | 14.18 | 34.26 | 41.92 | -32.18 | 16.01 | 44.30 | 29.44 | 0.38 | 25.15 | 3.30 | 6.44 | 14.21 | 33.27 | 18.78 | -12.00 |
| Sharpe Ratio | NA | 0.98 | 1.02 | 0.38 | 0.65 | NA | NA | … | … | 0.52 | 0.50 | 1.76 | 2.26 | -1.05 | 0.95 | 1.21 | 1.77 | -0.05 | 2.89 | 0.20 | 0.39 | 0.99 | 2.67 | 1.31 | -0.54 |
| Standard Deviation(%) | NA | 15.40 | 19.12 | 22.00 | 21.73 | NA | NA | … | … | 17.33 | 22.89 | 17.45 | 17.13 | 32.16 | 16.83 | 36.18 | 15.81 | 20.64 | 8.51 | 15.51 | 16.33 | 14.32 | 12.43 | 14.46 | 26.55 |
| Draw Down(%) | NA | 14.66 | 21.90 | 37.09 | 37.09 | NA | NA | … | … | 12.84 | 21.90 | 12.30 | 9.84 | 35.96 | 7.08 | 31.43 | 11.74 | 22.21 | 4.04 | 15.85 | 14.04 | 8.88 | 6.52 | 9.65 | 23.13 |
| Yield(%) | 0.00 | 23.80 | 15.35 | 11.64 | 15.61 | 17.82 | 12.93 | … | … | 0.00 | 24.24 | 7.32 | 3.95 | 17.29 | 16.86 | 11.60 | 6.35 | 9.31 | 0.04 | 0.00 | 1.33 | 3.95 | 2.84 | 0.03 | 0.00 |
Data as of 06/08/2026, Common starting date is 03/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAFGX (Eaton Vance Focused Gwth Oprtnts Fd Cl A) |
3.74%
Dec 2020 – Dec 2023 |
7.27%
Mar 2015 – Mar 2020 |
11.35%
Sep 2012 – Sep 2022 |
13.89%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAFGX (Eaton Vance Focused Gwth Oprtnts Fd Cl A) |
30.71%
Sep 2022 – Sep 2025 |
22.52%
Feb 2016 – Feb 2021 |
18.55%
Sep 2011 – Sep 2021 |
14.44%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart