Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAPDX (Parametric Dividend Income Fund Invt Cla) | NA | 267,654.48% | 1,411.37% | 442.09% | 140.48% | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 03/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAPDX (Parametric Dividend Income Fund Invt Cla) | 03/31/2014 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 267,654.48 | 1,411.37 | 442.09 | 140.48 | NA | NA | … | … | 274,766.97 | 8.20 | 4.82 | 0.04 | 26.09 | 1.08 | 21.64 | -7.62 | 15.47 | 20.03 | -0.68 | 12.50 |
| Sharpe Ratio | NA | 337.38 | 3.08 | 1.24 | 0.55 | NA | NA | … | … | 6,198.49 | 0.42 | 0.09 | -0.07 | 1.92 | 0.02 | 1.75 | -0.65 | 2.29 | 1.52 | -0.05 | 1.61 |
| Standard Deviation(%) | NA | 793.33 | 457.84 | 354.31 | 250.78 | NA | NA | … | … | 932.33 | 10.87 | 12.79 | 18.82 | 13.57 | 37.96 | 11.52 | 13.91 | 6.50 | 13.00 | 14.16 | 10.44 |
| Draw Down(%) | NA | 16.42 | 16.42 | 16.59 | 39.71 | NA | NA | … | … | 13.85 | 7.23 | 11.17 | 16.59 | 6.06 | 39.71 | 6.70 | 18.37 | 3.05 | 8.11 | 11.14 | 6.67 |
| Yield(%) | 0.00 | 98.98 | 42.27 | 34.07 | 21.74 | 14.77 | 11.08 | … | … | 102.07 | 10.74 | 3.06 | 2.35 | 2.89 | 2.66 | 2.88 | 4.72 | 3.73 | 3.61 | 4.40 | 7.52 |
Data as of 09/23/2025, Common starting date is 03/31/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAPDX (Parametric Dividend Income Fund Invt Cla) |
-3.65%
Mar 2017 – Mar 2020 |
1.56%
Mar 2015 – Mar 2020 |
7.81%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAPDX (Parametric Dividend Income Fund Invt Cla) |
1,379.70%
Aug 2022 – Aug 2025 |
438.32%
Jul 2020 – Jul 2025 |
140.15%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart