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Eaton Vance Tx-Mgd Small-Cap I (EIMGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.29+0.13 (+0.42%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.69%
5-year average return6.28%
Number of years up10
Number of years down4
Best 1-yr total return (27 June 2024)36.08%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return36.08%
Worst 3-yr total return4.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEIMGXCategory
YTD3.77%12.40%
1-month2.90%3.37%
3-month0.41%4.88%
1-year12.87%55.69%
3-year1.09%19.34%
5-year7.95%20.72%
10-year8.26%13.98%
Last bull market27.76%27.85%
Last bear market-13.93%-24.06%

Annual total return (%) history

Year
EIMGXCategory
2024
N/AN/A
2023
11.34%N/A
2022
-16.32%N/A
2021
21.25%N/A
2020
12.62%38.62%
2019
27.57%27.68%
2018
-5.49%-5.76%
2017
15.48%21.50%
2016
19.17%11.20%
2015
-2.68%-2.41%
2014
3.29%2.44%
2013
36.08%40.91%
2012
12.26%13.15%
2011
-5.35%-3.55%
2010
25.84%26.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.68%N/AN/AN/A
20236.69%2.26%-8.08%11.02%
2022-6.02%-13.93%-5.78%9.80%
20219.50%3.37%-1.15%8.37%
2020-24.78%16.76%3.05%24.43%
201914.78%7.09%-0.47%4.28%
20181.15%6.93%5.34%-17.05%
20173.51%2.16%4.26%4.75%
20161.30%2.52%4.84%9.45%
20156.92%0.54%-8.75%-0.79%
20140.67%3.42%-6.01%5.55%
201311.49%-0.62%13.47%8.23%
201210.27%-6.11%5.95%2.34%
20119.60%-3.22%-21.59%13.81%
20105.81%-7.44%9.21%17.66%

Rank in category (by total return)

YTD61
1-month81
3-month46
1-year78
3-year19
5-year63

Load adjusted returns

1-year12.87%
3-year1.09%
5-year7.95%
10-year8.26%