Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) | -1.79% | 3.26% | 10.64% | 3.30% | 8.26% | 7.44% | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) | 07/27/2007 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.23 | 3.26 | 10.64 | 3.30 | 8.26 | 7.44 | NA | … | … | -1.79 | 3.49 | 29.55 | 14.45 | -22.36 | 12.28 | 22.42 | 27.83 | -7.04 | 18.92 | -0.76 | 5.90 | 4.24 | 19.54 | 8.11 | -12.59 | -10.63 | 2.88 | 6.32 | -4.18 |
| Sharpe Ratio | NA | 0.28 | 0.66 | 0.08 | 0.39 | NA | NA | … | … | -0.11 | 0.04 | 2.19 | 0.80 | -1.09 | 1.01 | 0.58 | 2.38 | -0.52 | 2.16 | -0.07 | 0.48 | 0.37 | 2.13 | 0.91 | -0.73 | -0.75 | 0.13 | 0.14 | -0.51 |
| Standard Deviation(%) | NA | 11.13 | 13.77 | 15.57 | 18.05 | NA | NA | … | … | 13.36 | 15.80 | 11.82 | 13.55 | 21.97 | 12.13 | 37.99 | 11.09 | 16.27 | 8.51 | 13.09 | 12.15 | 11.50 | 9.17 | 8.95 | 17.30 | 14.32 | 22.16 | 37.13 | 23.89 |
| Draw Down(%) | NA | 10.40 | 15.44 | 28.15 | 32.81 | NA | NA | … | … | 10.40 | 14.78 | 6.46 | 12.06 | 23.58 | 8.16 | 32.81 | 3.94 | 19.65 | 5.20 | 9.84 | 11.29 | 8.19 | 5.32 | 6.95 | 19.92 | 18.78 | 16.22 | 30.40 | 15.30 |
| Yield(%) | 0.00 | 8.83 | 9.42 | 7.10 | 8.88 | 7.91 | 5.21 | … | … | 3.69 | 8.45 | 9.76 | 9.30 | 8.16 | 9.05 | 9.77 | 12.15 | 9.33 | 10.48 | 11.07 | 10.30 | 9.91 | 10.51 | 10.92 | 9.58 | 10.71 | 10.07 | 9.63 | 2.25 |
Data as of 06/05/2026, Common starting date is 07/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) |
-7.03%
Dec 2008 – Dec 2011 |
-2.03%
Aug 2007 – Aug 2012 |
2.32%
Dec 2008 – Dec 2018 |
4.09%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) |
20.67%
Dec 2018 – Dec 2021 |
15.34%
Oct 2016 – Oct 2021 |
11.04%
Oct 2011 – Oct 2021 |
7.51%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart