Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETMGX (Eaton Vance Tax-Managed Small-Cap Fd Cl) | 1.76% | -2.73% | 3.17% | -1.43% | 6.31% | 7.07% | 7.23% | … | … |
Data as of 06/08/2026, Common starting date is 08/05/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETMGX (Eaton Vance Tax-Managed Small-Cap Fd Cl) | 08/05/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.78 | -2.73 | 3.17 | -1.43 | 6.31 | 7.07 | 7.23 | … | … | 1.76 | -6.63 | 11.83 | 11.07 | -18.71 | 11.48 | 12.33 | 27.32 | -5.86 | 15.20 | 18.86 | -2.93 | 3.07 | 35.70 | 11.94 | -5.55 | 25.68 | 38.75 | -39.89 | 22.42 | 15.94 | 6.87 | 4.03 | 29.97 | -31.60 | -25.73 | -8.12 | 46.42 | 16.58 |
| Sharpe Ratio | NA | -0.28 | 0.04 | -0.20 | 0.24 | NA | NA | … | … | 0.07 | -0.50 | 0.51 | 0.47 | -0.82 | 0.57 | 0.32 | 2.01 | -0.45 | 1.41 | 1.18 | -0.19 | 0.20 | 2.57 | 0.71 | -0.19 | 1.16 | 1.30 | -0.96 | 1.08 | 0.84 | 0.31 | 0.16 | 1.34 | -1.26 | -0.85 | -0.33 | 2.34 | 1.33 |
| Standard Deviation(%) | NA | 15.95 | 17.01 | 19.12 | 20.20 | NA | NA | … | … | 16.44 | 19.29 | 15.95 | 15.97 | 24.54 | 19.96 | 38.00 | 12.88 | 16.15 | 10.36 | 15.74 | 15.23 | 14.96 | 13.88 | 16.77 | 29.38 | 22.12 | 29.84 | 42.57 | 17.95 | 14.98 | 15.12 | 18.88 | 21.77 | 26.04 | 33.49 | 37.46 | 18.42 | 31.88 |
| Draw Down(%) | NA | 13.14 | 22.00 | 31.73 | 37.02 | NA | NA | … | … | 13.14 | 18.64 | 7.88 | 17.87 | 24.27 | 14.66 | 37.02 | 6.23 | 22.17 | 5.53 | 13.01 | 13.60 | 12.82 | 6.64 | 13.69 | 28.42 | 15.68 | 23.89 | 55.97 | 12.47 | 15.10 | 13.28 | 19.98 | 13.12 | 39.84 | 43.68 | 37.12 | 10.82 | 25.37 |
| Yield(%) | 0.00 | 6.30 | 3.92 | 2.03 | 4.86 | 5.22 | 5.68 | … | … | 0.00 | 6.21 | 3.50 | 1.49 | 0.12 | 0.09 | 0.10 | 7.82 | 6.74 | 12.22 | 6.88 | 5.08 | 1.97 | 0.00 | 0.00 | 0.00 | 0.18 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 08/05/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETMGX (Eaton Vance Tax-Managed Small-Cap Fd Cl) |
-27.66%
Feb 2000 – Feb 2003 |
-12.24%
Mar 2000 – Mar 2005 |
-3.81%
Feb 2000 – Feb 2010 |
1.81%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETMGX (Eaton Vance Tax-Managed Small-Cap Fd Cl) |
26.72%
Feb 2009 – Feb 2012 |
23.39%
Feb 2009 – Feb 2014 |
15.67%
Feb 2009 – Feb 2019 |
12.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart