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Eaton Vance Small-Cap A (ETEGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.36+0.04 (+0.28%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.49%
5-year average return6.79%
Number of years up19
Number of years down7
Best 1-yr total return (25 June 2024)39.47%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return39.47%
Worst 3-yr total return4.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnETEGXCategory
YTD3.40%12.40%
1-month2.89%3.37%
3-month0.34%4.88%
1-year12.77%55.69%
3-year1.13%19.34%
5-year8.07%20.72%
10-year8.30%13.98%
Last bull market27.17%27.85%
Last bear market-13.96%-24.06%

Annual total return (%) history

Year
ETEGXCategory
2024
N/AN/A
2023
11.28%N/A
2022
-15.53%N/A
2021
21.18%N/A
2020
12.73%38.62%
2019
27.54%27.68%
2018
-5.81%-5.76%
2017
14.91%21.50%
2016
19.32%11.20%
2015
-2.78%-2.41%
2014
3.77%2.44%
2013
35.25%40.91%
2012
11.85%13.15%
2011
-5.84%-3.55%
2010
24.91%26.98%
2009
39.47%35.46%
2008
-38.36%-41.55%
2007
20.09%7.59%
2006
15.25%10.81%
2005
6.11%6.02%
2004
3.36%12.41%
2003
30.20%45.54%
2002
-33.92%-27.88%
2001
-24.16%-8.91%
2000
2.82%-3.85%
1999
109.14%64.77%
1998
15.16%5.23%
1997
N/A17.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.30%N/AN/AN/A
20236.50%2.13%-8.21%11.45%
2022-5.32%-13.96%-5.51%9.74%
20219.73%3.60%-1.26%7.95%
2020-24.56%16.98%2.85%24.20%
201914.77%7.14%-0.69%4.43%
20180.68%7.10%5.08%-16.87%
20173.45%1.97%4.07%4.66%
20161.31%2.28%4.58%10.11%
20157.18%0.61%-9.16%-0.75%
20140.67%3.25%-6.03%6.24%
201311.22%-0.82%13.23%8.29%
20129.89%-6.09%5.96%2.28%
20119.31%-3.18%-21.86%13.87%
20105.12%-7.43%8.92%17.85%
2009-5.57%15.77%19.05%7.16%
2008-7.47%17.50%-17.91%-30.94%
20077.35%10.58%-0.62%1.80%
200612.43%-5.86%0.27%8.61%
2005-3.49%-0.41%8.33%1.91%
2004-1.15%-1.24%-4.62%11.00%
2003-3.52%15.49%4.41%11.93%
2002-6.28%-17.46%-17.68%3.77%
2001-28.82%21.64%-32.06%28.91%
200033.90%-3.08%-3.55%-17.85%
1999-1.45%17.78%12.74%59.81%
199811.73%-0.08%-17.20%24.59%
199720.90%12.36%-1.36%N/A

Rank in category (by total return)

YTD65
1-month82
3-month47
1-year78
3-year19
5-year61

Load adjusted returns

1-year6.85%
3-year-0.68%
5-year6.91%
10-year7.72%