Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIVSX (Eaton Vance Small-Cap Value Fd Cl I) | NA | 16.17% | 12.98% | 11.06% | NA | NA | NA | … | … |
Data as of 06/29/2018, Common starting date is 10/07/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIVSX (Eaton Vance Small-Cap Value Fd Cl I) | 10/07/2009 | 06/29/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.17 | 12.98 | 11.06 | NA | NA | NA | … | … | 5.22 | 23.37 | 8.83 | 0.98 | 3.61 | 31.84 | 9.89 | -1.47 | 18.00 | 6.02 |
| Sharpe Ratio | NA | 1.61 | 0.93 | 0.83 | NA | NA | NA | … | … | 0.82 | 3.12 | 0.57 | 0.06 | 0.26 | 2.45 | 0.63 | -0.05 | 0.88 | 1.49 |
| Standard Deviation(%) | NA | 9.46 | 13.40 | 13.20 | NA | NA | NA | … | … | 11.69 | 7.33 | 15.10 | 16.28 | 13.84 | 12.98 | 15.76 | 29.03 | 20.43 | 19.01 |
| Draw Down(%) | NA | 8.74 | 14.69 | 16.03 | NA | NA | NA | … | … | 8.74 | 3.33 | 13.36 | 15.57 | 10.86 | 5.06 | 10.98 | 26.24 | 18.28 | 6.84 |
| Yield(%) | 0.00 | 12.07 | 13.71 | 11.06 | 9.07 | 6.05 | 4.54 | … | … | 6.94 | 5.23 | 1.43 | 29.83 | 4.68 | 8.68 | 8.74 | 0.98 | 0.00 | 0.00 |
Data as of 06/29/2018, Common starting date is 10/07/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIVSX (Eaton Vance Small-Cap Value Fd Cl I) |
4.04%
Nov 2013 – Nov 2016 |
6.00%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIVSX (Eaton Vance Small-Cap Value Fd Cl I) |
18.56%
Sep 2011 – Sep 2014 |
13.45%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart