Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
XEXGX (Eaton Vance Tax-Managed Global Diversified Equity Income Fund) 6.03% 20.17% 14.95% 8.64% 6.68% 4.61% NA
Data as of 06/08/2026, Common starting date is 03/20/2007
More Performance Analytics Comparison
Name Start Date End Date
XEXGX (Eaton Vance Tax-Managed Global Diversified Equity Income Fund) 03/20/2007 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
Annualized Return (%) -1.25 20.17 14.95 8.64 6.68 4.61 NA 6.03 20.46 10.64 19.05 -15.20 20.84 12.24 18.37 -17.19 7.35 -8.75 -5.17 1.51 17.99 6.91 -13.16 -9.38 4.31 -35.75 0.43
Sharpe Ratio NA 1.45 0.87 0.39 0.31 NA NA 0.71 1.10 0.64 1.36 -0.73 1.88 0.38 1.56 -1.31 1.10 -0.67 -0.37 0.14 1.76 0.52 -0.54 -0.49 0.17 -1.03 -0.16
Standard Deviation(%) NA 12.29 13.36 15.46 16.39 NA NA 14.97 15.99 10.97 11.43 22.97 11.05 31.51 10.87 14.27 6.09 13.31 14.19 11.00 10.23 13.22 24.25 19.46 24.53 35.66 15.01
Draw Down(%) NA 10.26 15.25 24.93 36.69 NA NA 10.26 15.25 7.97 9.72 24.93 5.61 34.51 6.02 24.40 3.16 11.95 14.07 8.98 6.64 13.06 26.23 21.46 25.96 48.22 10.44
Yield(%) 0.00 8.53 8.73 7.39 5.37 4.31 1.96 3.27 8.76 8.62 8.22 7.63 8.35 8.05 1.32 0.86 0.35 0.00 0.79 8.84 9.28 2.42 0.00 0.00 0.00 0.00 0.00
Data as of 06/08/2026, Common starting date is 03/20/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XEXGX (Eaton Vance Tax-Managed Global Diversified Equity Income Fund) -19.20%
Jun 2007 – Jun 2010
-13.65%
May 2007 – May 2012
-5.31%
Apr 2007 – Apr 2017
-3.02%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XEXGX (Eaton Vance Tax-Managed Global Diversified Equity Income Fund) 18.20%
Sep 2022 – Sep 2025
14.26%
Mar 2020 – Mar 2025
7.09%
Feb 2016 – Feb 2026
4.47%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return