Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVTMX (EATON VANCE DIVIDEND BUILDER FUND EATON VANCE DIVIDEND BUILDER FUND CLASS A) | 7.35% | 13.96% | 13.84% | 2.26% | 7.55% | 8.66% | 7.21% | … | … |
Data as of 06/05/2026, Common starting date is 12/30/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVTMX (EATON VANCE DIVIDEND BUILDER FUND EATON VANCE DIVIDEND BUILDER FUND CLASS A) | 12/30/1985 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.18 | 13.96 | 13.84 | 2.26 | 7.55 | 8.66 | 7.21 | … | … | 7.35 | 8.44 | 14.47 | 11.17 | -28.96 | 18.67 | 11.02 | 30.19 | -6.72 | 17.09 | 9.23 | 2.97 | 11.69 | 25.40 | 13.49 | 1.12 | 8.69 | 12.88 | -37.56 | 22.87 | 28.57 | 20.25 | 25.80 | 26.26 | -11.93 | -18.89 | 6.31 | 40.48 | 23.64 | 16.36 | 7.00 | 25.60 | -12.28 | 2.08 | 1.50 | 13.73 | -3.06 | 33.46 | 11.23 | -22.71 | 19.07 | 1.52 |
| Sharpe Ratio | NA | 1.30 | 0.93 | 0.00 | 0.34 | NA | NA | … | … | 1.78 | 0.36 | 1.04 | 0.66 | -0.97 | 1.37 | 0.31 | 2.60 | -0.52 | 2.49 | 0.75 | 0.20 | 1.06 | 2.33 | 1.04 | 0.05 | 0.46 | 0.54 | -1.04 | 1.24 | 2.39 | 1.52 | 2.63 | 2.01 | -0.62 | -1.26 | 0.11 | 2.32 | 1.46 | 1.29 | 0.41 | 3.31 | -1.74 | -0.01 | -0.13 | 0.80 | -0.69 | 3.25 | 0.64 | -1.40 | 0.80 | NA |
| Standard Deviation(%) | NA | 10.05 | 12.34 | 18.02 | 18.28 | NA | NA | … | … | 11.20 | 15.33 | 10.40 | 11.57 | 31.41 | 13.60 | 34.25 | 11.06 | 15.52 | 6.63 | 11.99 | 14.78 | 10.99 | 10.91 | 13.07 | 21.75 | 18.56 | 23.82 | 37.02 | 16.00 | 10.55 | 11.82 | 9.45 | 12.74 | 21.24 | 17.15 | 19.35 | 16.02 | 13.80 | 9.80 | 8.07 | 6.52 | 8.83 | 11.31 | 7.78 | 12.17 | 12.30 | 8.48 | 9.92 | 19.23 | 18.41 | 0.00 |
| Draw Down(%) | NA | 6.95 | 14.73 | 33.89 | 34.93 | NA | NA | … | … | 6.95 | 14.73 | 5.63 | 9.30 | 30.05 | 6.39 | 34.93 | 5.81 | 18.53 | 3.71 | 8.46 | 11.50 | 7.79 | 5.48 | 10.99 | 16.71 | 15.53 | 26.30 | 47.51 | 11.44 | 7.58 | 10.61 | 7.38 | 13.39 | 27.69 | 24.47 | 18.37 | 8.68 | 15.72 | 7.08 | 7.51 | 3.84 | 15.71 | 14.79 | 8.54 | 9.51 | 12.80 | 2.90 | 7.74 | 28.53 | 19.25 | 0.00 |
| Yield(%) | 0.00 | 8.88 | 7.49 | 3.99 | 5.78 | 7.10 | 6.12 | … | … | 0.46 | 9.14 | 8.04 | 3.50 | 1.69 | 2.05 | 1.68 | 5.08 | 7.66 | 9.07 | 6.07 | 10.55 | 5.84 | 1.62 | 2.42 | 3.55 | 3.38 | 3.97 | 3.36 | 10.94 | 11.95 | 2.80 | 3.44 | 3.43 | 3.06 | 4.71 | 20.18 | 23.66 | 3.22 | 18.62 | 10.61 | 5.27 | 4.29 | 4.96 | 5.37 | 5.73 | 5.50 | 7.01 | 6.68 | 7.72 | 4.33 | 4.44 |
Data as of 06/05/2026, Common starting date is 12/30/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVTMX (EATON VANCE DIVIDEND BUILDER FUND EATON VANCE DIVIDEND BUILDER FUND CLASS A) |
-11.93%
Mar 2000 – Mar 2003 |
-3.40%
May 2007 – May 2012 |
2.00%
Aug 1986 – Aug 1996 |
4.10%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVTMX (EATON VANCE DIVIDEND BUILDER FUND EATON VANCE DIVIDEND BUILDER FUND CLASS A) |
30.41%
May 2004 – May 2007 |
26.19%
Sep 2002 – Sep 2007 |
15.72%
Apr 1997 – Apr 2007 |
12.13%
Oct 1992 – Oct 2007 |
Annualized Rolling Returns Comparison Chart