Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECMGX (Eaton Vance Tax Mgd SmCap C) | 1.75% | -3.21% | 2.71% | 0.26% | 6.87% | 7.09% | 7.18% | … | … |
Data as of 06/10/2026, Common starting date is 03/11/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECMGX (Eaton Vance Tax Mgd SmCap C) | 03/11/1999 | 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 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | -3.21 | 2.71 | 0.26 | 6.87 | 7.09 | 7.18 | … | … | 1.75 | -7.35 | 10.97 | 10.26 | -17.14 | 19.95 | 11.46 | 26.38 | -6.55 | 14.35 | 17.97 | -3.65 | 2.28 | 34.65 | 11.18 | -6.29 | 24.49 | 37.82 | -40.35 | 21.53 | 15.10 | 6.06 | 3.18 | 29.14 | -32.13 | -26.33 | -8.80 | 52.67 |
| Sharpe Ratio | NA | -0.32 | -0.01 | -0.13 | 0.26 | NA | NA | … | … | 0.02 | -0.53 | 0.46 | 0.42 | -0.76 | 1.12 | 0.29 | 1.94 | -0.49 | 1.33 | 1.13 | -0.24 | 0.15 | 2.49 | 0.67 | -0.22 | 1.10 | 1.26 | -0.97 | 1.03 | 0.79 | 0.25 | 0.12 | 1.31 | -1.28 | -0.87 | -0.35 | 3.49 |
| Standard Deviation(%) | NA | 16.05 | 17.10 | 18.73 | 20.02 | NA | NA | … | … | 16.44 | 19.47 | 16.02 | 16.00 | 24.47 | 17.78 | 38.03 | 12.87 | 16.17 | 10.35 | 15.75 | 15.25 | 14.98 | 13.88 | 16.74 | 29.39 | 22.10 | 29.91 | 42.56 | 17.94 | 14.94 | 15.14 | 18.91 | 21.71 | 26.06 | 33.58 | 37.71 | 18.59 |
| Draw Down(%) | NA | 13.22 | 22.25 | 25.65 | 37.07 | NA | NA | … | … | 13.22 | 18.78 | 7.95 | 18.28 | 24.69 | 8.96 | 37.07 | 6.39 | 22.38 | 5.56 | 13.07 | 13.93 | 13.03 | 6.73 | 13.83 | 28.65 | 16.11 | 24.01 | 56.07 | 12.59 | 15.25 | 13.40 | 20.34 | 13.32 | 40.20 | 44.05 | 37.55 | 10.71 |
| Yield(%) | 0.00 | 8.57 | 5.13 | 5.02 | 7.30 | 7.19 | 7.72 | … | … | 0.00 | 8.42 | 4.54 | 1.85 | 2.84 | 11.24 | 0.00 | 9.79 | 8.09 | 14.48 | 8.01 | 5.82 | 2.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 03/11/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECMGX (Eaton Vance Tax Mgd SmCap C) |
-28.21%
Feb 2000 – Feb 2003 |
-12.91%
Mar 2000 – Mar 2005 |
-4.52%
Feb 2000 – Feb 2010 |
1.04%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECMGX (Eaton Vance Tax Mgd SmCap C) |
25.68%
Feb 2009 – Feb 2012 |
22.42%
Feb 2009 – Feb 2014 |
14.78%
Feb 2009 – Feb 2019 |
11.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart