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Eaton Vance Atlanta Capital Sel Eq A (ESEAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.34-0.17 (-0.51%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.45%
5-year average return10.60%
Number of years up9
Number of years down2
Best 1-yr total return (24 June 2024)38.12%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return38.12%
Worst 3-yr total return5.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnESEAXCategory
YTD5.14%12.38%
1-month1.64%5.09%
3-month-0.99%10.28%
1-year23.55%41.70%
3-year5.44%22.56%
5-year11.60%21.98%
10-year11.41%15.99%
Last bull market25.78%25.99%
Last bear market-14.55%-17.29%

Annual total return (%) history

Year
ESEAXCategory
2024
N/AN/A
2023
20.54%N/A
2022
-12.28%N/A
2021
15.22%N/A
2020
15.54%35.86%
2019
38.12%31.90%
2018
-0.63%-2.09%
2017
19.48%27.67%
2016
5.61%3.23%
2015
2.57%3.60%
2014
11.36%10.00%
2013
29.30%33.92%
2012
N/A15.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.88%N/AN/AN/A
20232.92%5.97%-0.76%11.37%
2022-4.94%-14.55%-2.55%10.82%
20213.86%5.25%-0.52%5.95%
2020-17.51%13.11%7.45%15.24%
201916.17%8.32%3.80%5.74%
2018-0.15%2.13%9.50%-11.02%
20177.24%3.56%2.51%4.95%
20163.01%-0.06%2.75%-0.15%
20152.15%-0.76%-3.77%5.15%
2014-0.66%1.79%0.39%9.70%
201310.84%1.15%6.65%8.15%
2012-0.27%5.37%0.52%N/A

Rank in category (by total return)

YTD93
1-month95
3-month89
1-year87
3-year68
5-year87

Load adjusted returns

1-year17.06%
3-year3.56%
5-year10.40%
10-year10.82%