Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XETYX (Eaton Vance Tax Managed Diversified Equity Income Fund) | 2.15% | 12.62% | 17.32% | 11.15% | 9.36% | 7.32% | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/18/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XETYX (Eaton Vance Tax Managed Diversified Equity Income Fund) | 12/18/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.15 | 12.62 | 17.32 | 11.15 | 9.36 | 7.32 | NA | … | … | 2.15 | 11.96 | 28.58 | 23.34 | -15.76 | 23.33 | 12.38 | 15.13 | -8.45 | 9.38 | -3.88 | -2.75 | 9.14 | 21.53 | 6.06 | -13.14 | -8.70 | 7.32 | -34.13 | -3.48 | 0.36 |
| Sharpe Ratio | NA | 0.93 | 1.00 | 0.55 | 0.47 | NA | NA | … | … | 0.15 | 0.51 | 2.02 | 1.80 | -0.78 | 2.12 | 0.39 | 1.23 | -0.63 | 1.47 | -0.34 | -0.19 | 0.83 | 2.22 | 0.52 | -0.59 | -0.50 | 0.33 | -1.03 | -0.47 | 1.43 |
| Standard Deviation(%) | NA | 11.03 | 14.10 | 15.54 | 16.33 | NA | NA | … | … | 12.67 | 17.85 | 12.35 | 11.05 | 22.00 | 10.98 | 30.69 | 11.08 | 15.69 | 5.95 | 12.07 | 14.53 | 10.96 | 9.67 | 11.74 | 22.23 | 17.70 | 21.61 | 33.83 | 14.02 | 5.69 |
| Draw Down(%) | NA | 9.24 | 18.12 | 21.71 | 31.06 | NA | NA | … | … | 9.24 | 18.12 | 7.83 | 7.54 | 21.71 | 4.28 | 31.06 | 6.17 | 19.69 | 2.83 | 11.47 | 12.48 | 7.64 | 5.68 | 11.05 | 23.79 | 18.53 | 22.72 | 45.42 | 13.11 | 0.56 |
| Yield(%) | 0.00 | 8.00 | 9.29 | 8.05 | 6.75 | 5.69 | 2.58 | … | … | 3.16 | 7.85 | 8.98 | 8.74 | 7.48 | 8.35 | 8.12 | 0.86 | 4.32 | 0.98 | 0.00 | 0.68 | 8.32 | 9.02 | 2.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 12/18/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XETYX (Eaton Vance Tax Managed Diversified Equity Income Fund) |
-17.60%
Jun 2007 – Jun 2010 |
-12.60%
May 2007 – May 2012 |
-3.46%
Apr 2007 – Apr 2017 |
-0.64%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XETYX (Eaton Vance Tax Managed Diversified Equity Income Fund) |
22.27%
Sep 2022 – Sep 2025 |
16.55%
Mar 2020 – Mar 2025 |
9.60%
May 2016 – May 2026 |
7.28%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart