Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMTMX (EATON VANCE DIVIDEND BUILDER FUND EATON VANCE DIVIDEND BUILDER FUND CLASS B) | NA | 0.46% | 12.77% | 10.89% | 4.74% | 4.34% | NA | … | … |
Data as of 06/16/2015, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMTMX (EATON VANCE DIVIDEND BUILDER FUND EATON VANCE DIVIDEND BUILDER FUND CLASS B) | 06/21/1996 | 06/16/2015 |
| 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 | 0.46 | 12.77 | 10.89 | 4.74 | 4.34 | NA | … | … | 0.00 | 6.66 | 24.48 | 12.74 | 0.46 | 7.82 | 12.06 | -38.02 | 22.00 | 27.53 | -2.25 | 24.15 | 25.30 | -13.22 | -19.44 | 5.52 | 39.71 | 22.63 | 15.51 | 3.76 |
| Sharpe Ratio | NA | 0.07 | 1.26 | 0.76 | 0.19 | NA | NA | … | … | 0.00 | 0.67 | 2.24 | 0.99 | 0.02 | 0.41 | 0.50 | -1.05 | 1.21 | 2.31 | -0.19 | 2.49 | 2.09 | -0.68 | -1.29 | 0.08 | 2.27 | 1.36 | -4.00 | 0.52 |
| Standard Deviation(%) | NA | 6.91 | 10.14 | 14.19 | 20.38 | NA | NA | … | … | NA | 9.85 | 10.94 | 12.96 | 21.89 | 18.79 | 23.73 | 37.02 | 15.74 | 10.55 | 23.53 | 9.30 | 11.80 | 21.06 | 17.09 | 19.39 | 16.10 | 14.16 | 9.89 | 7.25 |
| Draw Down(%) | NA | 7.87 | 7.87 | 16.94 | 54.19 | NA | NA | … | … | 0.00 | 7.87 | 5.52 | 11.06 | 16.94 | 15.58 | 26.36 | 47.83 | 11.48 | 7.63 | 25.13 | 7.56 | 13.46 | 28.19 | 24.80 | 18.42 | 8.74 | 15.85 | 7.29 | 5.84 |
| Yield(%) | 0.00 | 0.18 | 0.68 | 1.64 | 3.37 | 3.41 | 6.15 | … | … | 0.00 | 0.49 | 0.81 | 1.65 | 2.80 | 2.73 | 3.31 | 2.60 | 10.09 | 11.14 | 1.44 | 2.02 | 2.69 | 1.92 | 3.43 | 16.74 | 20.03 | 2.47 | 18.51 | 4.00 |
Data as of 06/16/2015, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMTMX (EATON VANCE DIVIDEND BUILDER FUND EATON VANCE DIVIDEND BUILDER FUND CLASS B) |
-12.78%
Mar 2000 – Mar 2003 |
-4.11%
May 2007 – May 2012 |
0.56%
Aug 2000 – Aug 2010 |
4.18%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMTMX (EATON VANCE DIVIDEND BUILDER FUND EATON VANCE DIVIDEND BUILDER FUND CLASS B) |
28.62%
Sep 2002 – Sep 2005 |
20.16%
Sep 2002 – Sep 2007 |
12.46%
Apr 1997 – Apr 2007 |
7.44%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart