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
ECGFX (Eaton Vance Multi-Cap Growth C) NA 9.20% 14.13% 12.01% 2.43% 0.21% NA
Data as of 03/10/2015, Common starting date is 02/27/1997
More Performance Analytics Comparison
Name Start Date End Date
ECGFX (Eaton Vance Multi-Cap Growth C) 02/27/1997 03/10/2015
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Annualized Return (%) 0.00 9.20 14.13 12.01 2.43 0.21 NA 5.71 6.64 34.16 10.84 -2.15 9.08 48.12 -53.13 30.33 20.01 -37.80 15.24 35.59 -27.27 -11.71 -15.79 2.66 10.95 15.86
Sharpe Ratio NA 0.65 0.98 0.64 0.05 NA NA 2.65 0.45 2.69 0.70 -0.08 0.43 1.42 -1.01 1.44 1.09 -0.80 0.84 1.70 -0.92 -0.42 -0.70 -0.04 0.38 0.94
Standard Deviation(%) NA 14.19 14.39 18.80 33.15 NA NA 13.40 14.58 12.68 15.44 27.19 20.78 33.88 53.25 19.01 15.38 50.04 16.99 20.51 30.86 33.97 28.31 15.50 20.23 16.53
Draw Down(%) NA 9.09 11.59 24.26 66.12 NA NA 3.98 9.09 5.93 11.59 24.26 18.06 22.42 66.12 14.84 16.23 40.96 16.26 16.49 40.23 38.19 24.38 15.28 22.34 9.07
Yield(%) 0.00 0.00 0.00 0.00 1.67 1.40 1.96 0.00 0.00 0.00 0.00 0.00 0.00 1.21 0.74 17.84 2.91 0.00 0.00 0.00 0.00 0.00 8.71 1.33 9.80 2.74
Data as of 03/10/2015, Common starting date is 02/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ECGFX (Eaton Vance Multi-Cap Growth C) -19.78%
Feb 2000 – Feb 2003
-14.73%
Feb 2004 – Feb 2009
-9.72%
Feb 1999 – Feb 2009
-2.23%
Apr 1998 – Apr 2013
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ECGFX (Eaton Vance Multi-Cap Growth C) 25.38%
Feb 2009 – Feb 2012
21.77%
Feb 2009 – Feb 2014
3.63%
Feb 2003 – Feb 2013
0.35%
Feb 2000 – Feb 2015
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return