Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ELCIX (Eaton Vance LgCap Gwth Fd Cl I) | -8.11% | 4.60% | 6.19% | 8.40% | 9.03% | 10.61% | NA | 8.90% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELCIX (Eaton Vance LgCap Gwth Fd Cl I) | 05/22/2007 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 05/22/2007.
AR inception is since 05/22/2007.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.00 | 4.60 | 6.19 | 8.40 | 9.03 | 10.61 | NA | 8.90 | -8.11 | 24.74 | 27.34 | -32.97 | 10.88 | 28.42 | 30.59 | 0.10 | 25.71 | 2.59 | 7.28 | 14.44 | 35.61 | 13.02 | -5.24 | 14.68 | 36.57 | -38.11 | 5.03 |
| Sharpe Ratio | NA | 0.02 | 0.08 | 0.25 | 0.33 | NA | NA | 0.34 | -0.76 | 0.96 | 1.31 | -1.14 | 0.58 | 0.77 | 1.91 | -0.06 | 3.01 | 0.16 | 0.44 | 1.07 | 2.91 | 0.91 | -0.21 | 0.80 | 1.43 | -1.05 | 0.33 |
| Standard Deviation(%) | NA | 25.29 | 23.84 | 23.08 | 21.92 | NA | NA | 21.83 | 34.31 | 18.97 | 17.74 | 30.15 | 18.64 | 36.33 | 15.26 | 20.92 | 8.36 | 15.14 | 16.54 | 13.47 | 12.23 | 14.36 | 24.55 | 18.30 | 25.53 | 36.93 | 17.29 |
| Draw Down(%) | NA | 25.11 | 25.11 | 39.86 | 39.86 | NA | NA | 50.64 | 21.64 | 12.72 | 9.92 | 34.59 | 12.27 | 31.63 | 10.36 | 22.52 | 3.66 | 14.76 | 12.88 | 8.13 | 6.20 | 11.28 | 20.11 | 15.09 | 19.80 | 47.40 | 8.91 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 3.69 | 5.91 | 4.16 | 4.90 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.43 | 11.94 | 5.94 | 2.14 | 4.38 | 10.15 | 14.80 | 1.37 | 0.00 | 0.06 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELCIX (Eaton Vance LgCap Gwth Fd Cl I) |
-6.71%
Aug 2007 - Aug 2010 |
-0.39%
Oct 2007 - Oct 2012 |
7.53%
Oct 2007 - Oct 2017 |
7.06%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELCIX (Eaton Vance LgCap Gwth Fd Cl I) |
23.26%
Feb 2009 - Feb 2012 |
21.55%
Feb 2009 - Feb 2014 |
17.27%
Sep 2011 - Sep 2021 |
14.08%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart