Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECTVX (EATON VANCE TAX-MANAGED VALUE FUND EATON VANCE TAX-MANAGED VALUE FUND CLASS C) | 13.41% | 25.77% | 15.95% | 7.78% | 10.04% | 9.83% | 7.34% | … | … |
Data as of 06/10/2026, Common starting date is 01/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECTVX (EATON VANCE TAX-MANAGED VALUE FUND EATON VANCE TAX-MANAGED VALUE FUND CLASS C) | 01/02/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.79 | 25.77 | 15.95 | 7.78 | 10.04 | 9.83 | 7.34 | … | … | 13.41 | 12.01 | 13.53 | 8.60 | -11.41 | 20.22 | 3.34 | 28.77 | -6.67 | 16.76 | 8.20 | -2.19 | 10.07 | 30.29 | 14.64 | -3.94 | 8.31 | 16.57 | -35.56 | 8.59 | 18.11 | 10.32 | 13.82 | 22.87 | -16.85 | 2.29 |
| Sharpe Ratio | NA | 2.13 | 0.96 | 0.33 | 0.47 | NA | NA | … | … | 2.33 | 0.55 | 0.90 | 0.39 | -0.63 | 1.46 | 0.08 | 2.39 | -0.52 | 2.33 | 0.60 | -0.15 | 0.85 | 2.65 | 1.12 | -0.17 | 0.43 | 0.60 | -0.89 | 0.33 | 1.37 | 0.70 | 1.23 | 1.41 | -0.84 | -0.01 |
| Standard Deviation(%) | NA | 11.81 | 13.49 | 15.28 | 17.70 | NA | NA | … | … | 13.47 | 16.62 | 11.02 | 12.91 | 20.50 | 13.80 | 37.26 | 11.42 | 15.60 | 6.94 | 13.24 | 15.24 | 11.81 | 11.40 | 13.10 | 23.97 | 19.27 | 27.55 | 40.94 | 16.72 | 10.75 | 11.47 | 10.46 | 15.66 | 21.30 | 15.36 |
| Draw Down(%) | NA | 8.08 | 18.94 | 22.50 | 38.70 | NA | NA | … | … | 8.08 | 17.50 | 7.94 | 11.72 | 21.17 | 6.69 | 38.70 | 6.05 | 19.08 | 4.31 | 11.10 | 12.46 | 8.80 | 5.56 | 9.82 | 20.99 | 18.14 | 27.29 | 46.70 | 10.44 | 9.05 | 7.53 | 7.54 | 14.26 | 27.95 | 19.05 |
| Yield(%) | 0.00 | 4.01 | 3.71 | 2.17 | 2.12 | 3.75 | 2.87 | … | … | 0.00 | 4.05 | 3.48 | 2.78 | 0.36 | 0.18 | 0.23 | 0.10 | 0.68 | 0.27 | 0.46 | 7.42 | 8.74 | 4.86 | 1.58 | 0.67 | 0.14 | 0.51 | 0.23 | 0.18 | 0.30 | 0.24 | 0.26 | 0.28 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 01/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECTVX (EATON VANCE TAX-MANAGED VALUE FUND EATON VANCE TAX-MANAGED VALUE FUND CLASS C) |
-13.73%
Feb 2006 – Feb 2009 |
-4.49%
May 2007 – May 2012 |
2.26%
Sep 2001 – Sep 2011 |
4.34%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECTVX (EATON VANCE TAX-MANAGED VALUE FUND EATON VANCE TAX-MANAGED VALUE FUND CLASS C) |
21.20%
Sep 2011 – Sep 2014 |
17.74%
Feb 2009 – Feb 2014 |
12.38%
Sep 2011 – Sep 2021 |
10.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart