Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EISMX (EATON VANCE ATLANTA CAPITAL SMID-CAP FUND EATON VANCE ATLANTA CAPITAL SMID-CAP FUND CLASS I) | -2.44% | -4.56% | 6.10% | -1.03% | 5.80% | 8.59% | 8.98% | … | … |
Data as of 06/05/2026, Common starting date is 05/08/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EISMX (EATON VANCE ATLANTA CAPITAL SMID-CAP FUND EATON VANCE ATLANTA CAPITAL SMID-CAP FUND CLASS I) | 05/08/2003 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | -4.56 | 6.10 | -1.03 | 5.80 | 8.59 | 8.98 | … | … | -2.44 | -5.66 | 13.61 | 14.01 | -17.17 | 9.71 | 0.03 | 34.37 | -5.55 | 24.73 | 11.22 | 9.74 | 5.17 | 36.06 | 14.26 | 5.63 | 26.21 | 35.25 | -26.21 | 12.14 | 14.80 | 4.76 | 18.85 | 22.68 |
| Sharpe Ratio | NA | -0.47 | 0.19 | -0.20 | 0.21 | NA | NA | … | … | -0.49 | -0.47 | 0.78 | 0.76 | -0.76 | 0.48 | -0.01 | 2.45 | -0.44 | 2.81 | 0.75 | 0.68 | 0.43 | 3.10 | 1.04 | 0.21 | 1.37 | 1.17 | -0.70 | 0.61 | 0.76 | 0.17 | 1.27 | 2.49 |
| Standard Deviation(%) | NA | 15.33 | 15.25 | 18.32 | 19.81 | NA | NA | … | … | 16.60 | 18.17 | 12.87 | 13.70 | 24.43 | 20.15 | 38.91 | 13.41 | 15.94 | 8.61 | 14.69 | 14.20 | 11.90 | 11.60 | 13.81 | 26.86 | 19.08 | 30.03 | 38.79 | 14.79 | 15.09 | 14.57 | 14.03 | 14.55 |
| Draw Down(%) | NA | 14.65 | 20.98 | 28.82 | 39.95 | NA | NA | … | … | 12.35 | 17.72 | 7.73 | 11.04 | 19.59 | 17.76 | 39.95 | 5.84 | 23.39 | 4.27 | 9.76 | 10.45 | 8.46 | 4.68 | 8.46 | 23.10 | 14.97 | 25.54 | 44.40 | 7.31 | 9.25 | 9.08 | 7.91 | 5.57 |
| Yield(%) | 0.00 | 5.91 | 4.82 | 2.30 | 4.14 | 6.00 | 6.99 | … | … | 0.00 | 5.74 | 4.01 | 3.08 | 0.00 | 0.00 | 0.00 | 8.29 | 6.36 | 3.97 | 3.92 | 6.91 | 3.12 | 0.79 | 0.35 | 0.57 | 1.08 | 0.00 | 2.09 | 14.33 | 7.72 | 7.36 | 1.21 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EISMX (EATON VANCE ATLANTA CAPITAL SMID-CAP FUND EATON VANCE ATLANTA CAPITAL SMID-CAP FUND CLASS I) |
-8.18%
Feb 2006 – Feb 2009 |
-1.28%
May 2021 – May 2026 |
5.88%
May 2016 – May 2026 |
8.15%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EISMX (EATON VANCE ATLANTA CAPITAL SMID-CAP FUND EATON VANCE ATLANTA CAPITAL SMID-CAP FUND CLASS I) |
31.46%
Feb 2009 – Feb 2012 |
26.54%
Feb 2009 – Feb 2014 |
18.92%
Feb 2009 – Feb 2019 |
14.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart