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
ETIGX (PARAMETRIC TAX-MANAGED INTERNATIONAL EQUITY FUND PARAMETRIC TAX-MANAGED INTERNATIONAL EQUITY FUND INVESTOR CLASS) NA 4.51% 0.02% 2.57% 4.21% 4.17% 4.05%
Data as of 12/20/2024, Common starting date is 09/21/1999
More Performance Analytics Comparison
Name Start Date End Date
ETIGX (PARAMETRIC TAX-MANAGED INTERNATIONAL EQUITY FUND PARAMETRIC TAX-MANAGED INTERNATIONAL EQUITY FUND INVESTOR CLASS) 09/21/1999 12/20/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 4.51 0.02 2.57 4.21 4.17 4.05
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 2.50 1.48 1.01 1.92 2.03 2.06
Data as of 12/20/2024, Common starting date is 09/21/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ETIGX (PARAMETRIC TAX-MANAGED INTERNATIONAL EQUITY FUND PARAMETRIC TAX-MANAGED INTERNATIONAL EQUITY FUND INVESTOR CLASS) -30.63%
Mar 2000 – Mar 2003
-11.67%
Mar 2000 – Mar 2005
-5.53%
Jun 2000 – Jun 2010
-1.52%
Mar 2000 – Mar 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ETIGX (PARAMETRIC TAX-MANAGED INTERNATIONAL EQUITY FUND PARAMETRIC TAX-MANAGED INTERNATIONAL EQUITY FUND INVESTOR CLASS) 29.09%
Oct 2004 – Oct 2007
24.65%
Sep 2002 – Sep 2007
8.29%
Sep 2011 – Sep 2021
7.38%
Jan 2003 – Jan 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return