Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMTGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.1 EATON VANCE TAX-MANAGED GROWTH FUND 1.1 CLASS B) | NA | 8.32% | 12.64% | 10.33% | 10.81% | 7.43% | 5.79% | … | … |
Data as of 10/15/2019, Common starting date is 06/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMTGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.1 EATON VANCE TAX-MANAGED GROWTH FUND 1.1 CLASS B) | 06/24/1996 | 10/15/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.75 | 8.32 | 12.64 | 10.33 | 10.81 | 7.43 | 5.79 | … | … | 18.72 | -5.96 | 21.43 | 7.87 | 1.36 | 11.50 | 30.95 | 14.18 | -0.33 | 11.60 | 21.89 | -33.53 | 3.55 | 12.43 | 3.48 | 8.50 | 22.50 | -20.42 | -10.67 | 2.25 | 16.18 | 24.51 | 31.00 | 11.84 |
| Sharpe Ratio | NA | 0.39 | 0.84 | 0.69 | 0.70 | NA | NA | … | … | 1.57 | -0.40 | 2.94 | 0.58 | 0.09 | 1.01 | 2.85 | 1.14 | -0.02 | 0.66 | 0.86 | -0.92 | 0.03 | 0.93 | 0.13 | 0.72 | 1.37 | -0.91 | -0.68 | -0.09 | 0.80 | 1.06 | -1.51 | 1.78 |
| Standard Deviation(%) | NA | 17.35 | 13.62 | 14.04 | 14.91 | NA | NA | … | … | 14.48 | 18.01 | 7.11 | 13.23 | 15.49 | 11.38 | 10.84 | 12.49 | 22.81 | 17.35 | 25.41 | 37.15 | 15.25 | 9.81 | 9.92 | 10.46 | 15.95 | 23.68 | 19.35 | 20.85 | 16.14 | 20.03 | 16.03 | 11.41 |
| Draw Down(%) | NA | 16.61 | 20.28 | 20.28 | 20.28 | NA | NA | … | … | 8.54 | 20.28 | 3.14 | 11.27 | 12.58 | 7.52 | 5.57 | 9.61 | 18.69 | 16.61 | 26.90 | 43.99 | 9.01 | 7.68 | 7.41 | 8.03 | 13.77 | 29.95 | 26.76 | 11.67 | 12.44 | 22.80 | 10.15 | 7.18 |
| Yield(%) | 0.00 | 0.00 | 0.05 | 0.10 | 0.24 | 0.19 | 0.15 | … | … | 0.00 | 0.00 | 0.00 | 0.15 | 0.13 | 0.21 | 0.28 | 0.53 | 0.19 | 0.05 | 0.31 | 0.14 | 0.10 | 0.02 | 0.03 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/15/2019, Common starting date is 06/24/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMTGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.1 EATON VANCE TAX-MANAGED GROWTH FUND 1.1 CLASS B) |
-14.91%
Feb 2006 – Feb 2009 |
-7.17%
Feb 2004 – Feb 2009 |
-3.02%
Feb 1999 – Feb 2009 |
2.93%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMTGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.1 EATON VANCE TAX-MANAGED GROWTH FUND 1.1 CLASS B) |
26.01%
Jul 1996 – Jul 1999 |
19.99%
Feb 2009 – Feb 2014 |
14.49%
Feb 2009 – Feb 2019 |
8.76%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart