Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETTGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.1 EATON VANCE TAX-MANAGED GROWTH FUND 1.1 CLASS A) | 6.21% | 19.52% | 20.52% | 12.08% | 14.54% | 13.69% | 10.56% | … | … |
Data as of 06/08/2026, Common starting date is 07/12/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETTGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.1 EATON VANCE TAX-MANAGED GROWTH FUND 1.1 CLASS A) | 07/12/1996 | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.57 | 19.52 | 20.52 | 12.08 | 14.54 | 13.69 | 10.56 | … | … | 6.21 | 16.69 | 25.16 | 28.24 | -20.11 | 24.69 | 23.05 | 29.31 | -5.26 | 22.35 | 8.68 | 2.15 | 12.33 | 31.92 | 15.05 | 0.42 | 12.42 | 22.79 | -33.04 | 4.32 | 13.28 | 4.29 | 9.03 | 23.39 | -16.49 | -9.98 | 3.03 | 17.03 | 25.42 | 32.62 | 16.55 |
| Sharpe Ratio | NA | 1.43 | 1.15 | 0.55 | 0.71 | NA | NA | … | … | 0.83 | 0.74 | 1.69 | 1.90 | -0.86 | 1.78 | 0.67 | 2.11 | -0.37 | 3.06 | 0.64 | 0.14 | 1.07 | 2.94 | 1.21 | 0.02 | 0.71 | 0.89 | -0.91 | 0.08 | 1.01 | 0.20 | 0.77 | 1.42 | -0.74 | -0.65 | -0.06 | 0.84 | 1.10 | 1.80 | 3.19 |
| Standard Deviation(%) | NA | 12.53 | 15.01 | 17.34 | 18.39 | NA | NA | … | … | 14.53 | 18.72 | 12.76 | 13.09 | 25.20 | 13.89 | 34.03 | 13.22 | 18.01 | 7.11 | 13.23 | 15.52 | 11.47 | 10.86 | 12.49 | 22.80 | 17.35 | 25.37 | 37.18 | 15.23 | 9.81 | 9.92 | 10.48 | 15.95 | 23.84 | 19.32 | 20.79 | 16.17 | 20.01 | 15.97 | 10.89 |
| Draw Down(%) | NA | 10.54 | 18.96 | 26.03 | 32.98 | NA | NA | … | … | 10.54 | 18.96 | 8.74 | 9.11 | 25.84 | 5.97 | 32.98 | 8.47 | 20.11 | 3.04 | 11.21 | 12.52 | 7.46 | 5.50 | 9.51 | 18.43 | 16.45 | 26.81 | 43.63 | 8.90 | 7.61 | 7.29 | 7.71 | 13.70 | 26.71 | 26.43 | 11.45 | 12.27 | 22.68 | 10.16 | 4.18 |
| Yield(%) | 0.00 | 3.25 | 2.73 | 1.83 | 2.50 | 3.29 | 2.83 | … | … | 0.00 | 3.38 | 2.60 | 0.74 | 0.51 | 0.44 | 0.75 | 1.06 | 0.87 | 1.05 | 1.16 | 1.07 | 1.18 | 1.31 | 1.59 | 1.20 | 1.12 | 1.58 | 1.38 | 1.28 | 1.17 | 0.94 | 0.62 | 0.44 | 3.79 | 0.00 | 0.00 | 0.00 | 0.00 | 0.76 | 0.00 |
Data as of 06/08/2026, Common starting date is 07/12/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETTGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.1 EATON VANCE TAX-MANAGED GROWTH FUND 1.1 CLASS A) |
-14.28%
Feb 2006 – Feb 2009 |
-6.53%
Feb 2004 – Feb 2009 |
-1.93%
Feb 1999 – Feb 2009 |
3.97%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETTGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.1 EATON VANCE TAX-MANAGED GROWTH FUND 1.1 CLASS A) |
26.48%
Mar 1997 – Mar 2000 |
20.89%
Feb 2009 – Feb 2014 |
16.06%
Sep 2011 – Sep 2021 |
15.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart