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Eaton Vance Large-Cap Value I (EILVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.19-0.09 (-0.36%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.88%
5-year average return9.11%
Number of years up14
Number of years down5
Best 1-yr total return (2 July 2024)30.11%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return30.11%
Worst 3-yr total return5.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEILVXCategory
YTD7.00%4.44%
1-month-1.39%-4.04%
3-month-0.85%4.09%
1-year12.88%14.37%
3-year6.57%6.04%
5-year9.47%9.20%
10-year8.48%8.57%
Last bull market22.58%22.97%
Last bear market-11.16%-11.27%

Annual total return (%) history

Year
EILVXCategory
2024
N/AN/A
2023
8.20%11.63%
2022
-2.56%-5.90%
2021
24.64%26.22%
2020
2.52%2.91%
2019
30.11%25.04%
2018
-6.57%-8.53%
2017
15.10%15.94%
2016
9.81%14.81%
2015
-0.83%-4.05%
2014
11.22%10.21%
2013
29.65%31.21%
2012
16.10%14.57%
2011
-4.27%-0.75%
2010
10.36%13.66%
2009
17.26%24.13%
2008
-34.22%-37.09%
2007
10.27%1.42%
2006
19.11%18.15%
2005
11.73%5.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.92%-0.85%N/AN/A
2023-1.17%3.78%-3.06%8.82%
20222.21%-11.16%-3.79%11.54%
202111.07%4.60%-1.13%8.51%
2020-26.42%14.02%5.57%15.75%
201912.74%5.82%1.49%7.45%
2018-2.20%2.52%7.87%-13.62%
20172.71%1.52%3.38%6.77%
2016-0.23%1.87%1.85%6.08%
20151.33%-0.60%-7.71%6.69%
20142.78%5.32%-0.09%2.84%
20139.56%3.72%4.17%9.53%
201210.55%-2.05%6.93%0.27%
20113.20%-0.42%-16.31%11.30%
20105.92%-13.27%9.06%10.17%
2009-14.08%12.19%15.27%5.53%
2008-7.08%0.02%-10.09%-21.28%
20072.56%5.72%2.44%-0.73%
20064.71%1.26%5.02%6.96%
20051.62%2.14%6.03%1.53%

Rank in category (by total return)

YTD53
1-month84
3-month33
1-year69
3-year49
5-year58

Load adjusted returns

1-year12.88%
3-year6.57%
5-year9.47%
10-year8.48%