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Eaton Vance Small-Cap R (ERSGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.53+0.06 (+0.45%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.11%
5-year average return6.11%
Number of years up10
Number of years down4
Best 1-yr total return (27 June 2024)34.93%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return34.93%
Worst 3-yr total return4.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnERSGXCategory
YTD3.32%12.40%
1-month2.86%3.37%
3-month0.29%4.88%
1-year12.47%55.69%
3-year0.88%19.34%
5-year7.81%20.72%
10-year8.03%13.98%
Last bull market27.01%27.85%
Last bear market-14.09%-24.06%

Annual total return (%) history

Year
ERSGXCategory
2024
N/AN/A
2023
11.03%N/A
2022
-15.73%N/A
2021
20.82%N/A
2020
12.51%38.62%
2019
27.18%27.68%
2018
-6.04%-5.76%
2017
14.64%21.50%
2016
19.04%11.20%
2015
-3.05%-2.41%
2014
3.54%2.44%
2013
34.93%40.91%
2012
11.58%13.15%
2011
-6.07%-3.55%
2010
24.50%26.98%
2009
N/A35.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.25%N/AN/AN/A
20236.41%2.11%-8.28%11.40%
2022-5.31%-14.09%-5.52%9.65%
20219.62%3.60%-1.33%7.82%
2020-24.56%16.81%2.91%24.07%
201914.69%7.06%-0.72%4.33%
20180.63%6.98%5.06%-16.93%
20173.40%1.88%4.05%4.59%
20161.34%2.17%4.45%10.07%
20157.11%0.55%-9.22%-0.84%
20140.62%3.18%-6.11%6.22%
201311.18%-0.83%13.10%8.20%
20129.88%-6.13%5.86%2.19%
20119.28%-3.26%-21.85%13.68%
20105.04%-7.53%8.86%17.75%
20097.17%N/AN/AN/A

Rank in category (by total return)

YTD67
1-month83
3-month48
1-year80
3-year20
5-year67

Load adjusted returns

1-year12.47%
3-year0.88%
5-year7.81%
10-year8.03%