Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ERLVX (Eaton Vance Large-Cap Value Fund CL R6) | 10.06% | 20.04% | 14.33% | 9.09% | 10.99% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ERLVX (Eaton Vance Large-Cap Value Fund CL R6) | 07/02/2014 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.18 | 20.04 | 14.33 | 9.09 | 10.99 | NA | NA | … | … | 10.06 | 12.41 | 11.83 | 8.27 | -2.53 | 24.65 | 2.65 | 30.19 | -6.67 | 15.24 | 9.89 | -0.92 | 2.16 |
| Sharpe Ratio | NA | 1.74 | 0.90 | 0.44 | 0.54 | NA | NA | … | … | 1.93 | 0.61 | 0.75 | 0.36 | -0.20 | 1.84 | 0.06 | 2.51 | -0.55 | 2.18 | 0.73 | -0.06 | 0.36 |
| Standard Deviation(%) | NA | 11.33 | 12.99 | 14.76 | 17.35 | NA | NA | … | … | 12.51 | 15.71 | 10.91 | 12.94 | 19.93 | 13.41 | 37.04 | 11.44 | 14.69 | 6.70 | 13.25 | 15.10 | 11.98 |
| Draw Down(%) | NA | 8.26 | 16.35 | 16.35 | 39.27 | NA | NA | … | … | 8.26 | 14.45 | 7.59 | 12.23 | 16.05 | 5.96 | 39.27 | 6.46 | 19.92 | 4.17 | 10.44 | 12.77 | 7.56 |
| Yield(%) | 0.00 | 6.54 | 5.23 | 5.21 | 6.40 | 5.20 | 3.90 | … | … | 0.27 | 6.73 | 4.81 | 3.38 | 4.21 | 8.89 | 2.21 | 2.87 | 9.49 | 6.65 | 1.81 | 10.10 | 28.45 |
Data as of 06/10/2026, Common starting date is 07/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERLVX (Eaton Vance Large-Cap Value Fund CL R6) |
0.09%
Mar 2017 – Mar 2020 |
2.07%
Mar 2015 – Mar 2020 |
8.09%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERLVX (Eaton Vance Large-Cap Value Fund CL R6) |
18.73%
Mar 2020 – Mar 2023 |
15.72%
Mar 2020 – Mar 2025 |
11.51%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart