Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EITMX (EATON VANCE TAX-MANAGED GROWTH FUND 1.1 EATON VANCE TAX-MANAGED GROWTH FUND 1.1 CLASS I) | 6.13% | 20.85% | 20.83% | 12.34% | 14.84% | 13.92% | 10.80% | … | … |
Data as of 06/05/2026, Common starting date is 01/06/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EITMX (EATON VANCE TAX-MANAGED GROWTH FUND 1.1 EATON VANCE TAX-MANAGED GROWTH FUND 1.1 CLASS I) | 01/06/2003 | 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 (%) | -2.54 | 20.85 | 20.83 | 12.34 | 14.84 | 13.92 | 10.80 | … | … | 6.13 | 16.98 | 25.48 | 28.56 | -19.91 | 25.02 | 23.31 | 29.63 | -5.05 | 22.67 | 8.93 | 2.39 | 12.65 | 32.27 | 15.36 | 0.63 | 12.49 | 23.16 | -32.73 | 4.74 | 13.52 | 4.96 | 9.58 | 18.45 |
| Sharpe Ratio | NA | 1.46 | 1.17 | 0.57 | 0.72 | NA | NA | … | … | 0.85 | 0.76 | 1.71 | 1.92 | -0.85 | 1.80 | 0.67 | 2.13 | -0.36 | 3.11 | 0.66 | 0.15 | 1.09 | 2.97 | 1.23 | 0.03 | 0.71 | 0.91 | -0.90 | 0.10 | 1.03 | 0.27 | 0.82 | 1.14 |
| Standard Deviation(%) | NA | 12.50 | 15.00 | 17.33 | 18.39 | NA | NA | … | … | 14.53 | 18.69 | 12.75 | 13.09 | 25.20 | 13.89 | 34.04 | 13.24 | 18.03 | 7.10 | 13.25 | 15.49 | 11.56 | 10.86 | 12.51 | 22.86 | 17.35 | 25.39 | 37.15 | 15.23 | 9.83 | 10.01 | 10.47 | 15.76 |
| Draw Down(%) | NA | 10.51 | 18.94 | 25.89 | 32.97 | NA | NA | … | … | 10.51 | 18.94 | 8.74 | 9.05 | 25.70 | 5.95 | 32.97 | 8.44 | 20.07 | 3.02 | 11.20 | 12.50 | 7.42 | 5.49 | 9.46 | 18.36 | 16.39 | 26.76 | 43.46 | 8.93 | 7.59 | 7.25 | 7.66 | 13.71 |
| Yield(%) | 0.00 | 3.82 | 3.28 | 2.28 | 3.19 | 4.15 | 3.55 | … | … | 0.00 | 3.93 | 3.11 | 1.12 | 0.78 | 0.79 | 1.09 | 1.45 | 1.22 | 1.42 | 1.53 | 1.42 | 1.54 | 1.70 | 1.99 | 1.56 | 1.48 | 1.97 | 1.72 | 1.63 | 1.49 | 2.52 | 2.40 | 0.56 |
Data as of 06/05/2026, Common starting date is 01/06/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EITMX (EATON VANCE TAX-MANAGED GROWTH FUND 1.1 EATON VANCE TAX-MANAGED GROWTH FUND 1.1 CLASS I) |
-13.97%
Feb 2006 – Feb 2009 |
-6.11%
Feb 2004 – Feb 2009 |
6.00%
Feb 2006 – Feb 2016 |
7.05%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EITMX (EATON VANCE TAX-MANAGED GROWTH FUND 1.1 EATON VANCE TAX-MANAGED GROWTH FUND 1.1 CLASS I) |
25.96%
Dec 2018 – Dec 2021 |
21.16%
Feb 2009 – Feb 2014 |
16.35%
Sep 2011 – Sep 2021 |
15.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart