Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESVIX (EATON VANCE TAX-MANAGED GLOBAL SMALL-CAP FUND EATON VANCE TAX-MANAGED GLOBAL SMALL-CAP FUND CLASS I) | NA | 4.40% | 15.12% | 12.71% | NA | NA | NA | … | … |
Data as of 03/30/2015, Common starting date is 10/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESVIX (EATON VANCE TAX-MANAGED GLOBAL SMALL-CAP FUND EATON VANCE TAX-MANAGED GLOBAL SMALL-CAP FUND CLASS I) | 10/02/2009 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 4.40 | 15.12 | 12.71 | NA | NA | NA | … | … | 3.63 | -6.97 | 38.04 | 8.33 | 2.23 | 18.57 | 9.46 |
| Sharpe Ratio | NA | 0.46 | 1.08 | 0.67 | NA | NA | NA | … | … | 1.18 | -0.45 | 3.00 | 0.55 | 0.08 | 0.91 | 2.35 |
| Standard Deviation(%) | NA | 13.67 | 13.94 | 19.03 | NA | NA | NA | … | … | 13.61 | 16.02 | 12.68 | 15.21 | 28.21 | 20.27 | 18.87 |
| Draw Down(%) | NA | 11.48 | 11.48 | 24.22 | NA | NA | NA | … | … | 4.25 | 13.92 | 4.91 | 10.88 | 24.22 | 18.43 | 7.05 |
| Yield(%) | 0.00 | 7.70 | 9.85 | 8.25 | 4.89 | 3.26 | 2.45 | … | … | 0.00 | 8.15 | 13.86 | 7.10 | 3.53 | 5.38 | 0.00 |
Data as of 03/30/2015, Common starting date is 10/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESVIX (EATON VANCE TAX-MANAGED GLOBAL SMALL-CAP FUND EATON VANCE TAX-MANAGED GLOBAL SMALL-CAP FUND CLASS I) |
9.50%
Dec 2009 – Dec 2012 |
13.74%
Dec 2009 – Dec 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESVIX (EATON VANCE TAX-MANAGED GLOBAL SMALL-CAP FUND EATON VANCE TAX-MANAGED GLOBAL SMALL-CAP FUND CLASS I) |
20.55%
Sep 2011 – Sep 2014 |
15.14%
Nov 2009 – Nov 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart