Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIFGX (Eaton Vance Focused Gwth Oprtnts Fd Cl I) | 2.58% | 14.60% | 21.55% | 7.08% | 13.23% | 12.87% | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/09/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIFGX (Eaton Vance Focused Gwth Oprtnts Fd Cl I) | 03/09/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.40 | 14.60 | 21.55 | 7.08 | 13.23 | 12.87 | NA | … | … | 2.58 | 14.48 | 34.58 | 42.23 | -32.01 | 0.10 | 32.27 | 29.73 | 0.67 | 25.44 | 3.52 | 6.73 | 14.52 | 33.58 | 19.06 | -12.05 |
| Sharpe Ratio | NA | 1.00 | 1.04 | 0.23 | 0.52 | NA | NA | … | … | 0.54 | 0.51 | 1.77 | 2.34 | -1.04 | 0.00 | 0.87 | 1.79 | -0.03 | 2.91 | 0.21 | 0.41 | 1.01 | 2.71 | 1.32 | -0.55 |
| Standard Deviation(%) | NA | 15.36 | 18.96 | 23.11 | 22.38 | NA | NA | … | … | 17.31 | 22.86 | 17.44 | 16.64 | 32.19 | 23.48 | 36.72 | 15.77 | 20.69 | 8.55 | 15.44 | 16.35 | 14.32 | 12.38 | 14.48 | 26.58 |
| Draw Down(%) | NA | 14.60 | 21.85 | 45.72 | 45.72 | NA | NA | … | … | 12.81 | 21.85 | 12.32 | 9.78 | 35.82 | 19.63 | 31.44 | 11.68 | 22.17 | 4.04 | 15.89 | 13.99 | 8.89 | 6.49 | 9.72 | 23.11 |
| Yield(%) | 0.00 | 22.62 | 14.46 | 8.33 | 10.90 | 12.73 | 9.11 | … | … | 0.00 | 23.11 | 7.01 | 3.80 | 16.83 | 0.20 | 0.00 | 6.26 | 9.21 | 0.35 | 0.00 | 1.32 | 3.94 | 3.04 | 0.23 | 0.01 |
Data as of 06/10/2026, Common starting date is 03/09/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIFGX (Eaton Vance Focused Gwth Oprtnts Fd Cl I) |
-3.44%
Dec 2019 – Dec 2022 |
3.12%
Feb 2018 – Feb 2023 |
8.99%
Sep 2012 – Sep 2022 |
12.37%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIFGX (Eaton Vance Focused Gwth Oprtnts Fd Cl I) |
31.04%
Sep 2022 – Sep 2025 |
20.65%
Feb 2016 – Feb 2021 |
17.79%
Sep 2011 – Sep 2021 |
12.91%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart