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Eaton Vance Stock C (ECERX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.03-0.15 (-0.71%)
At close: 04:34PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return21.10%
5-year average return14.26%
Number of years up11
Number of years down3
Best 1-yr total return (26 June 2024)34.04%
Worst 1-yr total return (26 June 2024)N/A
Best 3-yr total return34.04%
Worst 3-yr total return5.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnECERXCategory
YTD14.75%5.31%
1-month6.30%-4.19%
3-month4.10%3.90%
1-year32.23%20.31%
3-year8.79%6.48%
5-year14.22%11.78%
10-year11.19%10.96%
Last bull market28.62%25.56%
Last bear market-15.03%-15.11%

Annual total return (%) history

Year
ECERXCategory
2024
N/AN/A
2023
23.13%22.32%
2022
-17.46%-16.96%
2021
21.88%26.07%
2020
17.36%15.83%
2019
34.04%28.78%
2018
-6.60%-6.27%
2017
18.94%20.44%
2016
6.00%10.37%
2015
3.77%-1.07%
2014
11.16%10.96%
2013
31.73%31.50%
2012
14.78%14.96%
2011
-2.76%-1.27%
2010
9.40%14.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.92%N/AN/AN/A
20235.54%7.28%-2.79%11.87%
2022-4.91%-15.03%-4.26%6.70%
20213.83%8.82%-1.41%9.40%
2020-19.61%21.52%8.95%10.27%
201915.09%5.92%1.94%7.86%
2018-1.17%3.37%6.69%-14.31%
20174.54%3.85%3.18%6.19%
20160.47%1.45%2.05%1.90%
20153.57%0.78%-7.01%6.91%
20142.30%5.75%-0.35%3.11%
201310.00%1.93%6.36%10.46%
201213.20%-4.46%6.90%-0.72%
20114.97%-0.86%-15.28%10.29%
20104.46%-13.10%9.54%10.03%

Rank in category (by total return)

YTD6
1-month3
3-month23
1-year8
3-year37
5-year60

Load adjusted returns

1-year31.23%
3-year8.79%
5-year14.22%
10-year11.19%