Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETEGX (EATON VANCE SMALL-CAP FUND EATON VANCE SMALL-CAP FUND CLASS A) | 1.80% | -2.68% | 3.50% | -2.18% | 5.89% | 6.81% | 7.05% | … | … |
Data as of 06/08/2026, Common starting date is 01/02/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETEGX (EATON VANCE SMALL-CAP FUND EATON VANCE SMALL-CAP FUND CLASS A) | 01/02/1997 | 06/08/2026 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.82 | -2.68 | 3.50 | -2.18 | 5.89 | 6.81 | 7.05 | … | … | 1.80 | -6.20 | 11.93 | 11.29 | -18.09 | 6.13 | 11.37 | 27.57 | -6.00 | 14.87 | 19.31 | -2.68 | 3.72 | 35.25 | 11.94 | -5.84 | 25.20 | 39.47 | -38.22 | 20.13 | 15.15 | 6.22 | 3.68 | 30.20 | -33.92 | -24.17 | -17.37 | 82.11 | 15.10 | 8.30 |
| Sharpe Ratio | NA | -0.27 | 0.06 | -0.24 | 0.21 | NA | NA | … | … | 0.07 | -0.47 | 0.52 | 0.49 | -0.80 | 0.29 | 0.29 | 2.02 | -0.46 | 1.39 | 1.20 | -0.18 | 0.25 | 2.56 | 0.72 | -0.20 | 1.15 | 1.33 | -0.95 | 0.99 | 0.79 | 0.27 | 0.15 | 1.36 | -1.36 | -0.77 | -0.41 | 3.10 | 0.51 | 0.25 |
| Standard Deviation(%) | NA | 15.93 | 17.01 | 19.41 | 20.26 | NA | NA | … | … | 16.31 | 19.38 | 16.03 | 15.86 | 24.60 | 21.06 | 37.67 | 12.90 | 16.17 | 10.27 | 15.90 | 15.39 | 15.00 | 13.78 | 16.59 | 29.74 | 21.86 | 29.53 | 41.31 | 17.29 | 14.92 | 14.85 | 18.51 | 21.63 | 25.83 | 34.99 | 53.27 | 25.39 | 23.01 | 18.27 |
| Draw Down(%) | NA | 13.05 | 21.67 | 34.67 | 36.66 | NA | NA | … | … | 13.05 | 18.28 | 7.92 | 17.65 | 23.47 | 19.13 | 36.66 | 6.34 | 22.37 | 5.59 | 12.95 | 13.84 | 12.94 | 6.62 | 13.64 | 28.56 | 15.57 | 23.39 | 54.13 | 11.78 | 15.13 | 13.07 | 19.89 | 13.02 | 42.06 | 46.13 | 48.04 | 14.47 | 32.72 | 17.20 |
| Yield(%) | 0.00 | 7.27 | 3.89 | 1.89 | 5.47 | 6.99 | 7.48 | … | … | 0.00 | 7.19 | 2.87 | 0.75 | 0.00 | 0.00 | 0.00 | 8.60 | 10.34 | 11.37 | 14.81 | 18.56 | 18.37 | 7.42 | 7.18 | 0.00 | 0.26 | 0.00 | 5.34 | 3.93 | 0.00 | 0.00 | 0.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.18 | 0.22 | 0.00 |
Data as of 06/08/2026, Common starting date is 01/02/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETEGX (EATON VANCE SMALL-CAP FUND EATON VANCE SMALL-CAP FUND CLASS A) |
-29.94%
Mar 2000 – Mar 2003 |
-14.22%
Mar 2000 – Mar 2005 |
-5.00%
Aug 2000 – Aug 2010 |
1.12%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETEGX (EATON VANCE SMALL-CAP FUND EATON VANCE SMALL-CAP FUND CLASS A) |
43.63%
Mar 1997 – Mar 2000 |
23.12%
Feb 2009 – Feb 2014 |
15.63%
Feb 2009 – Feb 2019 |
11.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart