Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIFVX (Eaton Vance Val Opport Fd Cl I) | 12.48% | 25.94% | 15.57% | 6.42% | 9.95% | 10.21% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIFVX (Eaton Vance Val Opport Fd Cl I) | 03/08/2011 | 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 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.26 | 25.94 | 15.57 | 6.42 | 9.95 | 10.21 | NA | … | … | 12.48 | 10.89 | 12.43 | 8.48 | -6.19 | 13.66 | -0.08 | 32.69 | -5.85 | 20.42 | 7.79 | -0.21 | 10.28 | 32.48 | 17.87 | -7.36 |
| Sharpe Ratio | NA | 1.97 | 0.90 | 0.23 | 0.45 | NA | NA | … | … | 2.20 | 0.50 | 0.74 | 0.34 | -0.36 | 0.79 | -0.01 | 2.55 | -0.49 | 2.87 | 0.56 | -0.02 | 0.87 | 2.73 | 1.34 | -0.34 |
| Standard Deviation(%) | NA | 11.85 | 13.63 | 16.33 | 18.33 | NA | NA | … | … | 13.20 | 15.95 | 11.87 | 14.33 | 21.51 | 17.23 | 37.76 | 12.24 | 14.96 | 6.91 | 13.41 | 15.06 | 11.82 | 11.88 | 13.45 | 26.42 |
| Draw Down(%) | NA | 9.93 | 17.87 | 20.04 | 40.64 | NA | NA | … | … | 9.93 | 15.27 | 7.63 | 13.43 | 16.56 | 12.35 | 40.64 | 7.23 | 21.09 | 3.61 | 10.29 | 12.05 | 8.58 | 5.55 | 9.99 | 22.32 |
| Yield(%) | 0.00 | 5.92 | 5.86 | 3.45 | 5.49 | 6.68 | 4.87 | … | … | 0.00 | 5.87 | 7.36 | 3.08 | 0.92 | 1.40 | 0.97 | 4.89 | 14.29 | 4.11 | 1.59 | 4.00 | 7.17 | 3.53 | 1.77 | 1.13 |
Data as of 06/05/2026, Common starting date is 03/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIFVX (Eaton Vance Val Opport Fd Cl I) |
1.53%
Mar 2017 – Mar 2020 |
2.85%
Mar 2015 – Mar 2020 |
6.72%
Oct 2013 – Oct 2023 |
9.54%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIFVX (Eaton Vance Val Opport Fd Cl I) |
23.59%
Sep 2011 – Sep 2014 |
14.61%
Sep 2011 – Sep 2016 |
13.69%
Sep 2011 – Sep 2021 |
9.97%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart