Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAVSX (EATON VANCE GLOBAL SMALL-CAP FUND EATON VANCE GLOBAL SMALL-CAP FUND CLASS A) | NA | 15.88% | 9.38% | 8.83% | 7.93% | 8.72% | NA | … | … |
Data as of 06/29/2018, Common starting date is 01/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAVSX (EATON VANCE GLOBAL SMALL-CAP FUND EATON VANCE GLOBAL SMALL-CAP FUND CLASS A) | 01/07/2003 | 06/29/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.88 | 9.38 | 8.83 | 7.93 | 8.72 | NA | … | … | 5.10 | 23.07 | 8.50 | -7.84 | 3.37 | 31.48 | 9.59 | -1.68 | 17.78 | 24.32 | -26.59 | 2.30 | 13.93 | 4.28 | 18.33 | 30.13 |
| Sharpe Ratio | NA | 1.57 | 0.70 | 0.69 | 0.36 | NA | NA | … | … | 0.80 | 3.06 | 0.55 | -0.55 | 0.24 | 2.42 | 0.61 | -0.06 | 0.89 | 0.80 | -0.70 | -0.04 | 0.82 | 0.16 | 1.35 | 1.92 |
| Standard Deviation(%) | NA | 9.49 | 12.63 | 12.71 | 21.46 | NA | NA | … | … | 11.72 | 7.36 | 15.12 | 14.19 | 13.77 | 12.98 | 15.74 | 29.04 | 19.99 | 30.32 | 39.33 | 18.43 | 13.04 | 13.01 | 12.92 | 15.60 |
| Draw Down(%) | NA | 8.71 | 20.44 | 23.30 | 50.95 | NA | NA | … | … | 8.71 | 3.34 | 13.32 | 15.65 | 10.89 | 5.04 | 11.05 | 26.38 | 18.24 | 30.27 | 41.53 | 14.18 | 10.16 | 7.98 | 7.78 | 10.86 |
| Yield(%) | 0.00 | 11.98 | 11.52 | 9.69 | 7.28 | 8.72 | 7.11 | … | … | 7.00 | 5.06 | 1.18 | 23.60 | 4.73 | 8.76 | 8.79 | 0.99 | 0.00 | 0.00 | 0.00 | 12.51 | 12.93 | 0.00 | 0.13 | 0.00 |
Data as of 06/29/2018, Common starting date is 01/07/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAVSX (EATON VANCE GLOBAL SMALL-CAP FUND EATON VANCE GLOBAL SMALL-CAP FUND CLASS A) |
-13.92%
Feb 2006 – Feb 2009 |
-4.01%
Feb 2004 – Feb 2009 |
3.92%
Jan 2006 – Jan 2016 |
8.83%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAVSX (EATON VANCE GLOBAL SMALL-CAP FUND EATON VANCE GLOBAL SMALL-CAP FUND CLASS A) |
24.39%
Feb 2009 – Feb 2012 |
21.78%
Feb 2009 – Feb 2014 |
9.89%
Mar 2003 – Mar 2013 |
9.43%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart