Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIMGX (Eaton Vance Tax-Managed Small Cp Fd Cl I) | NA | 9.91% | 15.30% | 13.59% | NA | NA | NA | … | … |
Data as of 03/30/2015, Common starting date is 10/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIMGX (Eaton Vance Tax-Managed Small Cp Fd Cl I) | 10/02/2009 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 9.91 | 15.30 | 13.59 | NA | NA | NA | … | … | 7.13 | -0.80 | 36.08 | 12.26 | -5.35 | 26.13 | 11.89 |
| Sharpe Ratio | NA | 0.80 | 1.00 | 0.66 | NA | NA | NA | … | … | 2.26 | -0.06 | 2.59 | 0.74 | -0.18 | 1.15 | 2.71 |
| Standard Deviation(%) | NA | 14.80 | 15.29 | 20.44 | NA | NA | NA | … | … | 14.81 | 15.01 | 13.93 | 16.71 | 29.30 | 22.63 | 21.38 |
| Draw Down(%) | NA | 12.78 | 13.36 | 28.30 | NA | NA | NA | … | … | 3.33 | 12.78 | 6.63 | 13.71 | 28.30 | 15.54 | 9.18 |
| Yield(%) | 0.00 | 1.90 | 0.88 | 0.70 | 0.42 | 0.28 | 0.21 | … | … | 0.00 | 1.95 | 0.00 | 0.00 | 0.00 | 0.25 | 0.00 |
Data as of 03/30/2015, Common starting date is 10/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIMGX (Eaton Vance Tax-Managed Small Cp Fd Cl I) |
9.18%
Apr 2010 – Apr 2013 |
13.50%
Dec 2009 – Dec 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIMGX (Eaton Vance Tax-Managed Small Cp Fd Cl I) |
19.38%
Sep 2011 – Sep 2014 |
14.81%
Nov 2009 – Nov 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart