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
ETIAX (Eaton Vance Global Growth A) NA 4.13% -13.01% 0.41% -0.78% NA NA
Data as of 12/10/2010, Common starting date is 06/21/1996
More Performance Analytics Comparison
Name Start Date End Date
ETIAX (Eaton Vance Global Growth A) 06/21/1996 12/10/2010
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) 0.00 4.13 -13.01 0.41 -0.78 NA NA 1.99 36.50 -51.67 26.38 20.27 2.33 13.00 28.96 -20.15 -20.96 -17.23 82.91 22.21 17.27 5.51
Sharpe Ratio NA 0.20 -0.38 -0.03 -0.09 NA NA 0.10 1.19 -1.10 1.17 1.16 0.01 0.88 2.05 -1.18 -1.36 -1.04 5.44 1.07 -3.35 0.63
Standard Deviation(%) NA 20.35 35.38 29.83 23.93 NA NA 20.60 30.66 47.48 20.04 14.72 10.99 13.76 13.81 17.94 17.32 20.43 14.64 17.66 11.30 11.40
Draw Down(%) NA 18.30 63.91 63.91 63.91 NA NA 18.30 25.36 62.75 14.16 17.20 11.76 14.08 14.44 30.92 35.16 31.75 7.86 27.16 9.08 8.91
Yield(%) 0.00 1.29 0.34 0.31 0.80 3.76 2.82 0.24 1.34 0.21 0.00 0.00 0.00 0.26 0.00 0.83 0.00 5.04 15.91 5.23 16.65 0.10
Data as of 12/10/2010, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ETIAX (Eaton Vance Global Growth A) -23.86%
Mar 2000 – Mar 2003
-8.00%
Mar 2000 – Mar 2005
-3.79%
Jun 2000 – Jun 2010
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ETIAX (Eaton Vance Global Growth A) 43.04%
Mar 1997 – Mar 2000
18.46%
Oct 2002 – Oct 2007
11.13%
Oct 1997 – Oct 2007
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return