Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ERSMX (Eaton Vance Atlanta Cptl SMIDCp Fd Cls R) | -3.30% | -6.65% | 4.87% | 2.37% | 8.60% | 10.33% | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/07/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ERSMX (Eaton Vance Atlanta Cptl SMIDCp Fd Cls R) | 08/07/2009 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.65 | 4.87 | 2.37 | 8.60 | 10.33 | NA | … | … | -3.30 | -6.11 | 13.00 | 13.47 | -9.21 | 21.33 | 10.78 | 33.72 | -6.07 | 24.12 | 10.67 | 9.19 | 4.65 | 35.43 | 13.66 | 5.11 | 25.29 | 8.63 |
| Sharpe Ratio | NA | -0.50 | 0.15 | -0.01 | 0.37 | NA | NA | … | … | -0.52 | -0.50 | 0.73 | 0.72 | -0.47 | 1.34 | 0.28 | 2.40 | -0.47 | 2.74 | 0.72 | 0.64 | 0.39 | 3.05 | 0.99 | 0.19 | 1.30 | 1.27 |
| Standard Deviation(%) | NA | 15.31 | 15.23 | 16.98 | 18.92 | NA | NA | … | … | 16.57 | 18.14 | 12.87 | 13.72 | 22.68 | 15.89 | 37.57 | 13.41 | 15.96 | 8.60 | 14.53 | 14.24 | 11.87 | 11.59 | 13.81 | 26.86 | 19.35 | 18.01 |
| Draw Down(%) | NA | 14.99 | 21.11 | 21.11 | 39.97 | NA | NA | … | … | 12.47 | 17.78 | 7.77 | 11.12 | 19.77 | 8.57 | 39.97 | 5.85 | 23.52 | 4.33 | 9.83 | 10.51 | 8.53 | 4.74 | 8.51 | 23.15 | 15.33 | 7.29 |
| Yield(%) | 0.00 | 7.42 | 5.71 | 6.96 | 9.11 | 11.56 | 12.21 | … | … | 0.00 | 7.27 | 4.68 | 3.57 | 10.53 | 13.86 | 11.29 | 9.13 | 7.18 | 4.44 | 4.34 | 7.57 | 3.39 | 0.85 | 0.37 | 0.61 | 0.77 | 0.00 |
Data as of 06/10/2026, Common starting date is 08/07/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERSMX (Eaton Vance Atlanta Cptl SMIDCp Fd Cls R) |
2.49%
Mar 2017 – Mar 2020 |
2.29%
May 2021 – May 2026 |
8.66%
May 2016 – May 2026 |
9.86%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERSMX (Eaton Vance Atlanta Cptl SMIDCp Fd Cls R) |
22.54%
Aug 2010 – Aug 2013 |
18.73%
Jun 2010 – Jun 2015 |
15.89%
Sep 2011 – Sep 2021 |
13.94%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart