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Eaton Vance Atlanta Capital Sel Eq R6 (ESERX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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34.72
+0.10
(+0.29%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
6.39%
5-year average return
10.96%
Number of years up
4
Number of years down
2
Best 1-yr total return (17 June 2024)
38.52%
Worst 1-yr total return (17 June 2024)
N/A
Best 3-yr total return
38.52%
Worst 3-yr total return
5.62%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
ESERX
Category
YTD
5.26%
12.38%
1-month
1.66%
5.09%
3-month
-0.93%
10.28%
1-year
23.89%
41.70%
3-year
5.75%
22.56%
5-year
11.93%
21.98%
10-year
11.73%
15.99%
Last bull market
25.93%
25.99%
Last bear market
-14.50%
-17.29%
Annual total return (%) history
Year
ESERX
Category
2024
N/A
N/A
2023
20.90%
N/A
2022
-12.02%
N/A
2021
15.53%
N/A
2020
15.92%
35.86%
2019
38.52%
31.90%
2018
-0.29%
-2.09%
2017
N/A
27.67%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
8.94%
N/A
N/A
N/A
2023
3.01%
6.01%
-0.66%
11.46%
2022
-4.86%
-14.50%
-2.47%
10.90%
2021
3.89%
5.37%
-0.47%
6.04%
2020
-17.44%
13.19%
7.56%
15.33%
2019
16.24%
8.43%
3.85%
5.83%
2018
-0.05%
2.20%
9.59%
-10.93%
2017
3.63%
2.59%
5.04%
N/A
Rank in category (by total return)
YTD
93
1-month
95
3-month
88
1-year
86
3-year
65
5-year
86
Load adjusted returns
1-year
23.89%
3-year
5.75%
5-year
11.93%
10-year
11.73%
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