Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XETGX (Eaton Vance Tax-Advantaged Global Dividend Income Fund) | 8.15% | 26.75% | 19.84% | 10.08% | 10.36% | 8.06% | 3.91% | … | … |
Data as of 06/05/2026, Common starting date is 03/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XETGX (Eaton Vance Tax-Advantaged Global Dividend Income Fund) | 03/17/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.76 | 26.75 | 19.84 | 10.08 | 10.36 | 8.06 | 3.91 | … | … | 8.15 | 26.91 | 10.04 | 26.72 | -21.38 | 24.63 | 13.33 | 30.25 | -14.88 | 17.71 | -6.22 | -3.28 | 4.78 | 29.18 | 8.14 | -8.40 | 3.39 | 13.31 | -56.02 | 7.49 | 24.04 | 2.31 | 12.28 |
| Sharpe Ratio | NA | 1.63 | 1.02 | 0.40 | 0.40 | NA | NA | … | … | 0.98 | 1.24 | 0.48 | 1.55 | -0.81 | 1.83 | 0.31 | 2.08 | -0.66 | 1.93 | -0.39 | -0.20 | 0.37 | 2.22 | 0.49 | -0.31 | 0.15 | 0.42 | -1.10 | 0.22 | 1.60 | 0.00 | 1.27 |
| Standard Deviation(%) | NA | 14.82 | 16.27 | 19.07 | 21.65 | NA | NA | … | … | 17.85 | 19.46 | 13.40 | 15.02 | 28.40 | 13.45 | 42.06 | 13.87 | 24.75 | 8.87 | 16.32 | 16.37 | 12.74 | 13.13 | 16.62 | 27.12 | 22.04 | 31.18 | 51.80 | 19.56 | 12.94 | 11.98 | 11.56 |
| Draw Down(%) | NA | 12.11 | 17.23 | 31.21 | 43.97 | NA | NA | … | … | 12.11 | 17.23 | 9.41 | 12.45 | 31.21 | 6.56 | 43.97 | 7.81 | 24.56 | 5.28 | 14.68 | 15.59 | 10.45 | 9.76 | 16.83 | 27.66 | 18.78 | 36.43 | 62.89 | 14.75 | 11.63 | 10.40 | 10.01 |
| Yield(%) | 0.00 | 7.33 | 8.10 | 6.51 | 6.61 | 5.60 | 2.83 | … | … | 2.69 | 7.71 | 7.52 | 7.27 | 6.52 | 7.06 | 6.55 | 6.05 | 4.38 | 1.44 | 0.00 | 0.58 | 6.92 | 7.32 | 0.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XETGX (Eaton Vance Tax-Advantaged Global Dividend Income Fund) |
-26.13%
Feb 2006 – Feb 2009 |
-15.40%
May 2007 – May 2012 |
-3.97%
Nov 2006 – Nov 2016 |
-1.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XETGX (Eaton Vance Tax-Advantaged Global Dividend Income Fund) |
22.83%
Sep 2022 – Sep 2025 |
16.83%
Mar 2020 – Mar 2025 |
10.83%
Feb 2016 – Feb 2026 |
9.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart