Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) | -2.39% | 4.38% | 16.03% | 9.34% | 12.30% | 11.56% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) | 11/28/2006 | 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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.40 | 4.38 | 16.03 | 9.34 | 12.30 | 11.56 | NA | … | … | -2.39 | 11.02 | 33.11 | 21.81 | -21.21 | 32.61 | 7.27 | 33.68 | -8.96 | 28.72 | 1.79 | 9.61 | 11.73 | 28.42 | 18.21 | -11.83 | -1.64 | 41.66 | -25.74 | -8.45 | 0.25 |
| Sharpe Ratio | NA | 0.45 | 0.93 | 0.45 | 0.56 | NA | NA | … | … | 0.00 | 0.41 | 2.33 | 1.31 | -0.87 | 2.79 | 0.17 | 2.71 | -0.56 | 2.91 | 0.10 | 0.60 | 0.85 | 2.28 | 1.49 | -0.52 | -0.08 | 1.28 | -0.61 | -0.71 | -0.08 |
| Standard Deviation(%) | NA | 12.94 | 15.83 | 17.86 | 20.01 | NA | NA | … | … | 15.54 | 19.93 | 12.66 | 13.94 | 26.17 | 11.69 | 40.66 | 11.87 | 18.38 | 9.69 | 15.93 | 15.86 | 13.73 | 12.45 | 12.30 | 23.03 | 22.99 | 32.52 | 43.66 | 16.36 | 8.66 |
| Draw Down(%) | NA | 14.40 | 21.28 | 24.06 | 42.46 | NA | NA | … | … | 13.43 | 21.28 | 7.21 | 13.73 | 24.06 | 4.99 | 42.46 | 7.11 | 24.46 | 5.70 | 12.92 | 11.95 | 12.52 | 8.10 | 9.96 | 23.17 | 19.56 | 27.46 | 50.39 | 19.13 | 2.15 |
| Yield(%) | 0.00 | 7.92 | 9.56 | 7.92 | 9.99 | 9.74 | 5.85 | … | … | 3.24 | 7.95 | 9.44 | 8.93 | 7.30 | 8.74 | 7.97 | 9.74 | 8.18 | 9.82 | 9.28 | 9.02 | 9.36 | 10.52 | 11.64 | 10.09 | 12.20 | 16.44 | 11.08 | 9.25 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) |
-6.04%
Jun 2007 – Jun 2010 |
-3.54%
Dec 2006 – Dec 2011 |
4.68%
Dec 2006 – Dec 2016 |
6.88%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) |
23.89%
Dec 2018 – Dec 2021 |
18.33%
Mar 2020 – Mar 2025 |
15.48%
Dec 2011 – Dec 2021 |
12.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart