Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECERX (EATON VANCE STOCK FUND EATON VANCE STOCK FUND CLASS C) | 1.69% | 11.30% | 18.42% | 10.55% | 12.58% | 12.20% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/07/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECERX (EATON VANCE STOCK FUND EATON VANCE STOCK FUND CLASS C) | 10/07/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.68 | 11.30 | 18.42 | 10.55 | 12.58 | 12.20 | NA | … | … | 1.69 | 12.35 | 29.61 | 23.35 | -17.61 | 21.94 | 15.09 | 34.04 | -6.60 | 18.95 | 6.00 | 3.76 | 11.16 | 31.73 | 14.78 | -2.76 | 9.40 | 5.11 |
| Sharpe Ratio | NA | 0.91 | 1.04 | 0.50 | 0.61 | NA | NA | … | … | 0.35 | 0.49 | 1.90 | 1.55 | -0.82 | 1.57 | 0.43 | 2.75 | -0.49 | 2.77 | 0.45 | 0.25 | 0.93 | 2.74 | 1.09 | -0.12 | 0.50 | 1.48 |
| Standard Deviation(%) | NA | 12.53 | 15.48 | 17.01 | 18.09 | NA | NA | … | … | 14.25 | 19.21 | 13.71 | 12.81 | 23.36 | 13.92 | 34.73 | 11.85 | 16.44 | 6.62 | 12.78 | 15.03 | 11.95 | 11.58 | 13.61 | 23.82 | 18.56 | 15.97 |
| Draw Down(%) | NA | 10.82 | 19.17 | 23.19 | 33.90 | NA | NA | … | … | 10.82 | 19.17 | 8.45 | 9.09 | 23.06 | 5.85 | 33.90 | 5.51 | 19.84 | 2.75 | 10.49 | 11.37 | 8.46 | 5.24 | 11.22 | 20.32 | 16.69 | 5.61 |
| Yield(%) | 0.00 | 9.61 | 14.77 | 11.25 | 11.38 | 11.78 | 10.21 | … | … | 0.00 | 9.87 | 17.85 | 18.88 | 10.18 | 13.44 | 0.09 | 4.54 | 9.46 | 7.86 | 2.34 | 7.38 | 12.17 | 12.37 | 12.22 | 0.18 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/07/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECERX (EATON VANCE STOCK FUND EATON VANCE STOCK FUND CLASS C) |
4.62%
Mar 2017 – Mar 2020 |
4.92%
Mar 2015 – Mar 2020 |
8.47%
Mar 2010 – Mar 2020 |
11.11%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECERX (EATON VANCE STOCK FUND EATON VANCE STOCK FUND CLASS C) |
23.45%
Dec 2018 – Dec 2021 |
16.78%
Mar 2020 – Mar 2025 |
14.56%
Sep 2011 – Sep 2021 |
13.22%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart