Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIEAX (Eaton Vance Tax-Managed Equity Asset All) | 7.00% | 19.16% | 16.54% | 9.02% | 11.68% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/14/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIEAX (Eaton Vance Tax-Managed Equity Asset All) | 09/14/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.11 | 19.16 | 16.54 | 9.02 | 11.68 | NA | NA | … | … | 7.00 | 12.35 | 18.25 | 21.02 | -17.97 | 21.54 | 15.76 | 27.74 | -5.55 | 19.48 | 7.79 | 3.65 |
| Sharpe Ratio | NA | 1.43 | 0.97 | 0.41 | 0.60 | NA | NA | … | … | 1.10 | 0.56 | 1.27 | 1.43 | -0.87 | 1.70 | 0.47 | 2.34 | -0.45 | 3.02 | 0.62 | 0.88 |
| Standard Deviation(%) | NA | 11.55 | 13.66 | 15.66 | 16.91 | NA | NA | … | … | 13.33 | 16.99 | 11.48 | 12.28 | 22.40 | 12.62 | 33.06 | 11.22 | 15.31 | 6.27 | 12.20 | 14.22 |
| Draw Down(%) | NA | 9.36 | 17.62 | 24.55 | 34.73 | NA | NA | … | … | 9.36 | 17.37 | 7.36 | 10.50 | 24.55 | 5.40 | 34.73 | 6.23 | 18.95 | 2.55 | 11.38 | 5.26 |
| Yield(%) | 0.00 | 4.85 | 2.84 | 2.38 | 3.34 | 2.64 | 1.98 | … | … | 0.00 | 4.90 | 1.23 | 0.92 | 0.86 | 3.38 | 0.90 | 2.63 | 2.21 | 3.88 | 1.47 | 6.44 |
Data as of 06/05/2026, Common starting date is 09/14/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIEAX (Eaton Vance Tax-Managed Equity Asset All) |
2.48%
Mar 2017 – Mar 2020 |
6.42%
Sep 2017 – Sep 2022 |
10.81%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIEAX (Eaton Vance Tax-Managed Equity Asset All) |
21.58%
Dec 2018 – Dec 2021 |
15.88%
Oct 2016 – Oct 2021 |
12.11%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart