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Eaton Vance Stock I (EIERX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.67+0.13 (+0.58%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return22.41%
5-year average return14.94%
Number of years up12
Number of years down3
Best 1-yr total return (2 July 2024)35.32%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return35.32%
Worst 3-yr total return6.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEIERXCategory
YTD20.79%5.31%
1-month4.88%-4.19%
3-month6.73%3.90%
1-year32.03%20.31%
3-year10.73%6.48%
5-year15.10%11.78%
10-year12.51%10.96%
Last bull market29.15%25.56%
Last bear market-14.81%-15.11%

Annual total return (%) history

Year
EIERXCategory
2024
N/AN/A
2023
24.41%22.32%
2022
-16.62%-16.96%
2021
23.12%26.07%
2020
18.53%15.83%
2019
35.32%28.78%
2018
-5.63%-6.27%
2017
20.14%20.44%
2016
7.05%10.37%
2015
4.83%-1.07%
2014
12.24%10.96%
2013
33.14%31.50%
2012
15.88%14.96%
2011
-1.86%-1.27%
2010
10.41%14.01%
2009
24.94%28.17%
2008
N/A-37.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.17%6.73%N/AN/A
20235.82%7.55%-2.56%12.18%
2022-4.64%-14.81%-4.03%6.95%
20214.16%9.07%-1.19%9.69%
2020-19.41%21.88%9.20%10.51%
201915.29%6.25%2.22%8.08%
2018-0.91%3.64%6.89%-14.02%
20174.83%4.12%3.38%6.48%
20160.73%1.73%2.26%2.17%
20153.83%1.06%-6.79%7.19%
20142.52%6.03%-0.11%3.36%
201310.28%2.24%6.60%10.77%
201213.48%-4.28%7.24%-0.52%
20115.15%-0.64%-15.05%10.58%
20104.61%-12.80%9.64%10.40%
2009-9.57%13.63%14.27%6.41%
2008-17.96%N/AN/AN/A

Rank in category (by total return)

YTD3
1-month4
3-month2
1-year3
3-year11
5-year16

Load adjusted returns

1-year32.03%
3-year10.73%
5-year15.10%
10-year12.51%