Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIERX (EATON VANCE STOCK FUND EATON VANCE STOCK FUND CLASS I) | 3.78% | 14.70% | 20.63% | 6.81% | 11.07% | 11.51% | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/16/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIERX (EATON VANCE STOCK FUND EATON VANCE STOCK FUND CLASS I) | 12/16/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.60 | 14.70 | 20.63 | 6.81 | 11.07 | 11.51 | NA | … | … | 3.78 | 13.50 | 30.90 | 24.62 | -26.80 | 9.75 | 16.28 | 35.32 | -5.63 | 20.14 | 7.06 | 4.83 | 12.24 | 33.13 | 15.89 | -1.86 | 10.41 | 24.94 | -1.01 |
| Sharpe Ratio | NA | 0.99 | 1.11 | 0.22 | 0.50 | NA | NA | … | … | 0.41 | 0.56 | 1.98 | 1.65 | -1.03 | 0.55 | 0.46 | 2.85 | -0.43 | 2.95 | 0.54 | 0.32 | 1.03 | 2.87 | 1.17 | -0.08 | 0.56 | 0.99 | -0.95 |
| Standard Deviation(%) | NA | 12.55 | 15.49 | 18.85 | 18.97 | NA | NA | … | … | 14.31 | 19.19 | 13.76 | 12.79 | 27.38 | 17.80 | 34.69 | 11.88 | 16.41 | 6.62 | 12.79 | 15.13 | 11.92 | 11.55 | 13.60 | 23.88 | 18.54 | 25.13 | 23.82 |
| Draw Down(%) | NA | 10.63 | 19.08 | 34.97 | 34.97 | NA | NA | … | … | 10.63 | 19.08 | 8.42 | 8.90 | 28.00 | 13.69 | 33.81 | 5.51 | 19.62 | 2.57 | 10.42 | 11.24 | 8.40 | 5.16 | 11.04 | 20.00 | 16.45 | 24.25 | 4.84 |
| Yield(%) | 0.00 | 9.29 | 14.53 | 7.08 | 8.50 | 9.88 | 10.31 | … | … | 0.00 | 9.54 | 16.87 | 18.61 | 0.72 | 0.75 | 0.46 | 5.39 | 10.36 | 8.88 | 3.29 | 8.11 | 12.88 | 13.28 | 13.12 | 0.97 | 0.62 | 0.99 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/16/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIERX (EATON VANCE STOCK FUND EATON VANCE STOCK FUND CLASS I) |
-2.24%
Dec 2019 – Dec 2022 |
3.53%
Jan 2018 – Jan 2023 |
7.63%
Oct 2013 – Oct 2023 |
10.42%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIERX (EATON VANCE STOCK FUND EATON VANCE STOCK FUND CLASS I) |
22.82%
Sep 2011 – Sep 2014 |
20.61%
Feb 2009 – Feb 2014 |
15.71%
Sep 2011 – Sep 2021 |
12.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart