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Eaton Vance Small-Cap I (EISGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.57+0.05 (+0.30%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.60%
5-year average return7.06%
Number of years up11
Number of years down4
Best 1-yr total return (25 June 2024)39.88%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return39.88%
Worst 3-yr total return4.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEISGXCategory
YTD3.51%12.40%
1-month2.87%3.37%
3-month0.36%4.88%
1-year12.99%55.69%
3-year1.35%19.34%
5-year8.34%20.72%
10-year8.57%13.98%
Last bull market27.30%27.85%
Last bear market-13.99%-24.06%

Annual total return (%) history

Year
EISGXCategory
2024
N/AN/A
2023
11.54%N/A
2022
-15.31%N/A
2021
21.46%N/A
2020
13.04%38.62%
2019
27.81%27.68%
2018
-5.57%-5.76%
2017
15.17%21.50%
2016
19.70%11.20%
2015
-2.57%-2.41%
2014
3.98%2.44%
2013
35.63%40.91%
2012
12.08%13.15%
2011
-5.58%-3.55%
2010
25.15%26.98%
2009
39.88%35.46%
2008
N/A-41.55%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.38%N/AN/AN/A
20236.53%2.23%-8.12%11.46%
2022-5.20%-13.99%-5.42%9.83%
20219.78%3.68%-1.17%7.97%
2020-24.54%17.07%2.99%24.26%
201914.89%7.11%-0.55%4.44%
20180.76%7.14%5.13%-16.80%
20173.47%2.03%4.16%4.75%
20161.45%2.35%4.56%10.26%
20157.23%0.69%-9.11%-0.71%
20140.69%3.32%-5.97%6.30%
201311.35%-0.73%13.27%8.34%
20129.96%-5.99%5.95%2.34%
20119.41%-3.13%-21.81%13.95%
20105.13%-7.36%8.98%17.91%
2009-5.41%15.80%19.12%7.21%
2008-30.84%N/AN/AN/A

Rank in category (by total return)

YTD64
1-month82
3-month47
1-year78
3-year16
5-year56

Load adjusted returns

1-year12.99%
3-year1.35%
5-year8.34%
10-year8.57%