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
ERLGX (Eaton Vance-Atlanta Capital Focused Growth) -9.64% -5.71% NA NA NA NA NA
Data as of 06/05/2026, Common starting date is 08/31/2023
More Performance Analytics Comparison
Name Start Date End Date
ERLGX (Eaton Vance-Atlanta Capital Focused Growth) 08/31/2023 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) -0.32 -5.71 NA NA NA NA NA -9.64 10.92 10.69 6.68
Sharpe Ratio NA -0.68 NA NA NA NA NA -1.64 0.52 0.63 1.41
Standard Deviation(%) NA 12.34 NA NA NA NA NA 14.33 15.61 11.20 12.67
Draw Down(%) NA 14.90 NA NA NA NA NA 14.90 14.02 5.33 10.50
Yield(%) 0.00 13.93 7.42 4.45 2.23 1.48 1.11 0.00 14.87 4.70 0.63
Data as of 06/05/2026, Common starting date is 08/31/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ERLGX (Eaton Vance-Atlanta Capital Focused Growth) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ERLGX (Eaton Vance-Atlanta Capital Focused Growth) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return