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Eaton Vance Tx-Mgd Small-Cap A (ETMGX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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29.89

-0.10

(-0.33%)

As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1

Year-to-date return1.77%

5-year average return5.62%

Number of years up18

Number of years down8

Best 1-yr total return (4 July 2024)38.75%

Worst 1-yr total return (4 July 2024)N/A

Best 3-yr total return38.75%

Worst 3-yr total return3.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.

ReturnETMGXCategory

YTD2.55%12.40%

1-month-1.08%3.37%

3-month-4.71%4.88%

1-year4.52%55.69%

3-year0.56%19.34%

5-year6.02%20.72%

10-year7.40%13.98%

Last bull market27.65%27.85%

Last bear market-13.96%-24.06%

Annual total return (%) history

Year

ETMGXCategory

2024

N/AN/A

2023

11.04%N/A

2022

-16.54%N/A

2021

20.99%N/A

2020

12.33%38.62%

2019

27.32%27.68%

2018

-5.76%-5.76%

2017

15.20%21.50%

2016

18.86%11.20%

2015

-2.93%-2.41%

2014

3.07%2.44%

2013

35.70%40.91%

2012

11.94%13.15%

2011

-5.55%-3.55%

2010

25.48%26.98%

2009

38.75%35.46%

2008

-39.89%-41.55%

2007

22.42%7.59%

2006

15.94%10.81%

2005

6.87%6.02%

2004

4.03%12.41%

2003

29.97%45.54%

2002

-31.60%-27.88%

2001

-23.44%-8.91%

2000

-10.87%-3.85%

1999

46.42%64.77%

1998

11.91%5.23%

1997

N/A17.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4

20247.63%-4.71%N/AN/A

20236.60%2.20%-8.15%10.96%

2022-6.12%-13.96%-5.85%9.75%

20219.44%3.33%-1.22%8.32%

2020-24.83%16.72%2.98%24.33%

201914.74%7.02%-0.52%4.22%

20181.11%6.84%5.27%-17.12%

20173.46%2.08%4.20%4.68%

20161.28%2.43%4.80%9.33%

20156.85%0.47%-8.81%-0.85%

20140.64%3.38%-6.09%5.49%

201311.42%-0.67%13.39%8.13%

201210.20%-6.15%5.81%2.30%

20119.57%-3.28%-21.63%13.73%

20105.74%-7.45%9.07%17.56%

2009-6.26%15.63%19.29%7.31%

2008-7.66%19.28%-19.52%-32.18%

20077.73%11.53%-0.46%2.35%

200612.50%-5.88%0.43%9.03%

2005-3.29%-0.40%8.44%2.32%

2004-1.01%-1.12%-4.53%11.31%

2003-3.53%14.65%4.85%12.08%

2002-4.57%-16.42%-17.28%3.66%

2001-27.42%18.32%-29.29%26.07%

200017.23%-6.88%-0.73%-17.76%

1999-4.56%12.28%3.01%32.66%

199811.21%-1.44%-17.35%23.54%

1997-0.70%N/AN/AN/A

Rank in category (by total return)

YTD69

1-month77

3-month79

1-year79

3-year15

5-year72

Load adjusted returns

1-year-0.97%

3-year-1.23%

5-year4.88%

10-year6.82%