Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECEAX (EATON VANCE TAX-MANAGED EQUITY ASSET ALLOCATION FUND EATON VANCE TAX-MANAGED EQUITY ASSET ALLOCATION) | 7.11% | 17.39% | 15.42% | 8.07% | 10.61% | 9.85% | 7.97% | … | … |
Data as of 06/09/2026, Common starting date is 10/04/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECEAX (EATON VANCE TAX-MANAGED EQUITY ASSET ALLOCATION FUND EATON VANCE TAX-MANAGED EQUITY ASSET ALLOCATION) | 10/04/2002 | 06/09/2026 |
| 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 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.65 | 17.39 | 15.42 | 8.07 | 10.61 | 9.85 | 7.97 | … | … | 7.11 | 11.24 | 17.09 | 19.80 | -18.80 | 20.34 | 14.58 | 26.48 | -6.49 | 18.22 | 6.82 | 0.29 | 6.20 | 29.33 | 13.27 | -3.91 | 11.37 | 25.16 | -38.51 | 13.37 | 17.15 | 7.04 | 11.82 | 26.47 | 9.68 |
| Sharpe Ratio | NA | 1.33 | 0.89 | 0.35 | 0.53 | NA | NA | … | … | 1.01 | 0.49 | 1.17 | 1.32 | -0.91 | 1.61 | 0.43 | 2.22 | -0.52 | 2.78 | 0.53 | 0.02 | 0.54 | 2.67 | 0.99 | -0.16 | 0.59 | 0.91 | -0.99 | 0.61 | 1.16 | 0.44 | 0.92 | 1.73 | 1.97 |
| Standard Deviation(%) | NA | 11.56 | 13.66 | 15.66 | 16.91 | NA | NA | … | … | 13.32 | 17.01 | 11.47 | 12.30 | 22.38 | 12.63 | 32.99 | 11.25 | 15.29 | 6.34 | 12.45 | 14.08 | 11.43 | 10.96 | 13.46 | 24.81 | 19.27 | 27.44 | 39.88 | 16.90 | 11.87 | 10.82 | 11.80 | 14.93 | 23.54 |
| Draw Down(%) | NA | 9.51 | 17.89 | 25.11 | 34.79 | NA | NA | … | … | 9.51 | 17.48 | 7.41 | 10.69 | 25.11 | 5.42 | 34.79 | 6.30 | 19.18 | 2.61 | 11.43 | 10.95 | 8.63 | 5.17 | 10.95 | 23.00 | 17.32 | 26.45 | 49.66 | 11.09 | 12.20 | 8.67 | 9.20 | 13.56 | 5.59 |
| Yield(%) | 0.00 | 4.47 | 2.26 | 1.78 | 2.26 | 3.48 | 3.24 | … | … | 0.00 | 4.55 | 0.89 | 0.00 | 0.20 | 2.66 | 0.00 | 1.62 | 1.26 | 2.97 | 0.50 | 5.67 | 5.58 | 4.93 | 5.92 | 0.00 | 0.00 | 0.32 | 0.00 | 6.46 | 3.23 | 2.75 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 10/04/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECEAX (EATON VANCE TAX-MANAGED EQUITY ASSET ALLOCATION FUND EATON VANCE TAX-MANAGED EQUITY ASSET ALLOCATION) |
-13.69%
Feb 2006 – Feb 2009 |
-4.68%
Feb 2004 – Feb 2009 |
4.09%
May 2007 – May 2017 |
4.68%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECEAX (EATON VANCE TAX-MANAGED EQUITY ASSET ALLOCATION FUND EATON VANCE TAX-MANAGED EQUITY ASSET ALLOCATION) |
20.81%
Feb 2009 – Feb 2012 |
19.14%
Feb 2009 – Feb 2014 |
12.79%
Feb 2009 – Feb 2019 |
11.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart