Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
EMGFX (EATON VANCE MULTI-CAP GROWTH FUND EATON VANCE MULTI-CAP GROWTH FUND CLASS B) NA 9.19% 14.15% 12.09% 23.16% 13.28% NA
Data as of 03/10/2015, Common starting date is 07/01/1996
More Performance Analytics Comparison
Name Start Date End Date
EMGFX (EATON VANCE MULTI-CAP GROWTH FUND EATON VANCE MULTI-CAP GROWTH FUND CLASS B) 07/01/1996 03/10/2015
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) 0.00 9.19 14.15 12.09 23.16 13.28 NA 5.70 6.63 34.24 10.82 -2.14 9.41 48.29 -53.27 30.67 20.01 290.83 15.22 35.65 -27.29 -11.63 -16.22 2.70 10.48 25.27 5.05
Sharpe Ratio NA 0.65 0.98 0.64 0.59 NA NA 2.61 0.45 2.73 0.70 -0.08 0.45 1.42 -1.01 1.46 1.09 2.12 0.84 1.70 -0.92 -0.41 -0.71 -0.03 0.35 -1.84 0.55
Standard Deviation(%) NA 14.21 14.36 18.78 37.49 NA NA 13.61 14.61 12.52 15.41 27.13 20.82 34.02 53.46 19.01 15.41 136.13 16.89 20.50 30.79 34.18 28.43 15.55 20.32 16.26 12.25
Draw Down(%) NA 9.08 11.58 24.23 66.21 NA NA 4.06 9.08 4.84 11.58 24.23 17.77 22.58 66.21 14.89 16.23 16.52 16.25 16.55 40.20 38.11 24.70 15.28 22.41 9.49 8.57
Yield(%) 0.00 0.00 0.00 0.07 1.47 1.18 1.91 0.00 0.00 0.00 0.00 0.00 0.33 1.16 0.73 17.84 2.91 0.15 0.00 0.00 0.00 0.00 6.64 1.02 7.63 2.67 1.29
Data as of 03/10/2015, Common starting date is 07/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EMGFX (EATON VANCE MULTI-CAP GROWTH FUND EATON VANCE MULTI-CAP GROWTH FUND CLASS B) -19.89%
Feb 2000 – Feb 2003
-12.49%
Mar 1998 – Mar 2003
8.47%
Feb 1999 – Feb 2009
10.48%
Apr 1998 – Apr 2013
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EMGFX (EATON VANCE MULTI-CAP GROWTH FUND EATON VANCE MULTI-CAP GROWTH FUND CLASS B) 94.33%
May 2005 – May 2008
57.93%
Sep 2002 – Sep 2007
24.59%
Feb 2003 – Feb 2013
13.43%
Feb 2000 – Feb 2015
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return