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Eaton Vance Atlanta Capital SMID-Cap C (ECASX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.70+0.37 (+1.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.00%
5-year average return11.58%
Number of years up12
Number of years down2
Best 1-yr total return (26 Mar 2024)34.76%
Worst 1-yr total return (26 Mar 2024)N/A
Best 3-yr total return34.76%
Worst 3-yr total return6.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnECASXCategory
YTD5.73%17.04%
1-month5.18%-0.01%
3-month11.49%5.47%
1-year16.95%50.44%
3-year8.39%13.15%
5-year10.95%13.75%
10-year10.82%11.35%
Last bull market39.34%25.95%
Last bear market-12.02%-22.55%

Annual total return (%) history

Year
ECASXCategory
2023
12.89%N/A
2022
-9.71%N/A
2021
21.02%N/A
2020
10.15%12.39%
2019
33.11%26.21%
2018
-6.31%-11.15%
2017
23.51%15.93%
2016
10.12%14.14%
2015
8.64%-4.75%
2014
4.12%7.80%
2013
34.76%34.10%
2012
13.07%16.15%
2011
4.57%-3.81%
2010
24.61%22.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20230.70%3.77%-2.41%10.70%
2022-4.96%-12.02%-3.01%11.33%
20218.18%5.00%-2.65%9.44%
2020-27.46%21.91%2.98%20.96%
201915.60%8.75%2.46%3.34%
20180.85%3.42%7.67%-16.57%
20175.02%4.78%3.23%8.72%
20163.10%3.09%1.33%2.25%
20155.81%2.70%-6.70%7.16%
2014-2.02%2.57%-3.76%7.65%
201313.06%1.92%7.37%8.92%
201210.45%-4.42%3.79%3.20%
20118.60%0.06%-17.72%16.94%
20107.60%-9.25%10.82%15.16%

Rank in category (by total return)

YTD23
1-month64
3-month74
1-year31
3-year29
5-year24

Load adjusted returns

1-year15.95%
3-year8.39%
5-year10.95%
10-year10.82%