Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EZTGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.2 EATON VANCE TAX-MANAGED GROWTH FUND 1.2 CLASS C) | 3.78% | 15.74% | 18.29% | 10.56% | 13.43% | 12.57% | 9.55% | … | … |
Data as of 06/10/2026, Common starting date is 05/29/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EZTGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.2 EATON VANCE TAX-MANAGED GROWTH FUND 1.2 CLASS C) | 05/29/2001 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.56 | 15.74 | 18.29 | 10.56 | 13.43 | 12.57 | 9.55 | … | … | 3.78 | 15.64 | 24.01 | 27.11 | -21.10 | 23.97 | 21.94 | 28.23 | -6.14 | 21.23 | 7.71 | 1.23 | 11.31 | 30.78 | 13.98 | -0.50 | 11.28 | 21.74 | -33.65 | 3.37 | 12.32 | 3.33 | 8.20 | 22.33 | -20.43 | -7.30 |
| Sharpe Ratio | NA | 1.34 | 1.08 | 0.49 | 0.65 | NA | NA | … | … | 0.76 | 0.68 | 1.60 | 1.81 | -0.90 | 1.73 | 0.63 | 2.02 | -0.42 | 2.91 | 0.55 | 0.08 | 1.00 | 2.84 | 1.12 | -0.02 | 0.64 | 0.85 | -0.93 | 0.01 | 0.91 | 0.11 | 0.69 | 1.36 | -0.91 | -0.81 |
| Standard Deviation(%) | NA | 12.50 | 15.01 | 17.34 | 18.40 | NA | NA | … | … | 14.54 | 18.70 | 12.76 | 13.11 | 25.21 | 13.87 | 34.10 | 13.23 | 18.00 | 7.10 | 13.54 | 15.52 | 11.34 | 10.82 | 12.57 | 22.82 | 17.48 | 25.37 | 37.11 | 15.25 | 9.82 | 9.97 | 10.48 | 15.94 | 23.60 | 17.54 |
| Draw Down(%) | NA | 10.69 | 19.06 | 26.57 | 33.06 | NA | NA | … | … | 10.69 | 19.06 | 8.80 | 9.31 | 26.36 | 6.03 | 33.06 | 8.56 | 20.28 | 3.18 | 11.31 | 12.58 | 7.53 | 5.66 | 9.61 | 18.76 | 16.68 | 26.90 | 44.08 | 9.01 | 7.69 | 7.47 | 8.10 | 13.83 | 29.95 | 23.59 |
| Yield(%) | 0.00 | 2.41 | 1.77 | 1.06 | 1.15 | 1.40 | 1.17 | … | … | 0.00 | 2.50 | 1.72 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.24 | 0.23 | 0.25 | 0.29 | 0.60 | 0.26 | 0.14 | 0.65 | 0.53 | 0.32 | 0.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 05/29/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EZTGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.2 EATON VANCE TAX-MANAGED GROWTH FUND 1.2 CLASS C) |
-15.04%
Feb 2006 – Feb 2009 |
-7.33%
Feb 2004 – Feb 2009 |
1.09%
Aug 2001 – Aug 2011 |
4.09%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EZTGX (EATON VANCE TAX-MANAGED GROWTH FUND 1.2 EATON VANCE TAX-MANAGED GROWTH FUND 1.2 CLASS C) |
24.68%
Dec 2018 – Dec 2021 |
19.77%
Feb 2009 – Feb 2014 |
15.01%
Sep 2011 – Sep 2021 |
13.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart