Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XETOX (Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund) | 8.54% | 25.05% | 18.96% | 9.67% | 10.98% | 8.48% | 5.53% | … | … |
Data as of 06/08/2026, Common starting date is 05/27/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XETOX (Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund) | 05/27/2004 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.58 | 25.05 | 18.96 | 9.67 | 10.98 | 8.48 | 5.53 | … | … | 8.54 | 25.27 | 10.99 | 23.93 | -22.28 | 26.04 | 15.27 | 37.13 | -13.08 | 18.28 | -4.87 | -5.74 | 4.05 | 25.82 | 13.79 | -10.87 | 6.52 | 21.40 | -49.84 | 13.71 | 18.22 | 13.93 | 18.05 |
| Sharpe Ratio | NA | 1.62 | 1.02 | 0.38 | 0.47 | NA | NA | … | … | 0.97 | 1.24 | 0.58 | 1.41 | -0.86 | 1.98 | 0.37 | 2.70 | -0.89 | 2.39 | -0.31 | -0.35 | 0.33 | 2.06 | 0.85 | -0.39 | 0.32 | 0.66 | -0.93 | 0.48 | 0.89 | 0.77 | 2.74 |
| Standard Deviation(%) | NA | 14.09 | 15.33 | 18.33 | 20.08 | NA | NA | … | … | 17.05 | 18.08 | 12.63 | 14.55 | 27.71 | 13.15 | 40.66 | 13.20 | 16.23 | 7.41 | 16.24 | 16.37 | 12.18 | 12.53 | 16.25 | 27.94 | 19.88 | 32.17 | 54.52 | 21.91 | 16.64 | 15.19 | 11.32 |
| Draw Down(%) | NA | 11.59 | 16.69 | 31.52 | 44.35 | NA | NA | … | … | 11.59 | 16.69 | 8.92 | 12.80 | 31.52 | 6.38 | 44.35 | 7.07 | 23.12 | 3.30 | 14.53 | 16.21 | 10.19 | 9.43 | 14.89 | 28.81 | 16.37 | 34.74 | 63.69 | 15.75 | 15.10 | 11.39 | 4.89 |
| Yield(%) | 0.00 | 7.23 | 7.95 | 6.46 | 7.39 | 6.29 | 4.08 | … | … | 2.70 | 7.63 | 7.53 | 7.24 | 6.46 | 7.09 | 7.25 | 8.32 | 8.12 | 4.09 | 0.00 | 0.00 | 11.68 | 8.93 | 0.57 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 05/27/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XETOX (Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund) |
-21.99%
Feb 2006 – Feb 2009 |
-10.92%
May 2007 – May 2012 |
-1.92%
Oct 2007 – Oct 2017 |
0.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XETOX (Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund) |
25.83%
Dec 2018 – Dec 2021 |
17.71%
Feb 2009 – Feb 2014 |
11.59%
Feb 2016 – Feb 2026 |
10.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart