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Eaton Vance Focused Value Opps C (ECFVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.55-0.17 (-0.86%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.71%
5-year average return8.92%
Number of years up9
Number of years down3
Best 1-yr total return (24 June 2024)31.44%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return31.44%
Worst 3-yr total return4.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnECFVXCategory
YTD9.75%4.44%
1-month3.27%-4.04%
3-month8.03%4.09%
1-year22.24%14.37%
3-year5.42%6.04%
5-year10.59%9.20%
10-year8.56%8.57%
Last bull market22.56%22.97%
Last bear market-11.32%-11.27%

Annual total return (%) history

Year
ECFVXCategory
2024
N/AN/A
2023
7.31%11.63%
2022
-4.22%-5.90%
2021
22.58%26.22%
2020
1.21%2.91%
2019
31.44%25.04%
2018
-6.63%-8.53%
2017
19.30%15.94%
2016
6.67%14.81%
2015
-1.24%-4.05%
2014
9.18%10.21%
2013
31.22%31.21%
2012
16.55%14.57%
2011
N/A-0.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.33%N/AN/AN/A
2023-3.18%5.50%-3.34%8.70%
20222.31%-11.32%-4.37%10.40%
202111.63%4.62%-1.44%6.49%
2020-27.92%15.56%6.13%14.49%
201912.24%6.42%1.85%8.04%
2018-1.04%2.28%8.39%-14.90%
20173.60%2.86%3.25%8.42%
2016-0.60%1.73%1.03%4.40%
20151.29%-1.16%-7.55%6.70%
20142.21%3.82%1.16%1.72%
20139.81%4.21%4.06%10.19%
201211.12%-3.04%8.00%0.16%
2011-1.29%-17.09%11.47%N/A

Rank in category (by total return)

YTD19
1-month41
3-month2
1-year52
3-year70
5-year67

Load adjusted returns

1-year21.24%
3-year5.42%
5-year10.59%
10-year8.56%