Nasdaq - Delayed Quote USD

Eaton Vance Tax-Managed Multi-Cap Gr A (EACPX)

51.34 -0.42 (-0.81%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.05%
5y Average Return 11.70%
Number of Years Up 18
Number of Years Down 5
Best 1Y Total Return (Apr 24, 2024) 51.04%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 51.04%
Worst 3Y Total Return 3.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
EACPX
Category
YTD
6.73%
12.38%
1-Month
-0.33%
5.09%
3-Month
6.73%
10.28%
1-Year
32.86%
41.70%
3-Year
8.08%
22.56%
5-Year
13.72%
21.98%
10-Year
12.35%
15.99%
Last Bull Market
34.57%
25.99%
Last Bear Market
-19.96%
-17.29%

Annual Total Return (%) History

Year
EACPX
Category
2024
--
--
2023
41.77%
--
2022
-29.56%
--
2021
18.52%
--
2020
33.55%
35.86%
2019
31.91%
31.90%
2018
0.01%
-2.09%
2017
25.78%
27.67%

2016
1.76%
3.23%
2015
5.62%
3.60%
2014
6.35%
10.00%
2013
34.72%
33.92%
2012
11.01%
15.34%
2011
-1.96%
-2.46%
2010
9.61%
15.53%
2009
51.04%
35.68%
2008
-49.08%
-40.67%
2007
31.12%
13.35%
2006
19.73%
7.05%
2005
1.53%
6.71%
2004
15.02%
7.81%
2003
37.40%
28.66%
2002
-25.26%
-27.64%
2001
-8.78%
-22.30%
2000
--
-13.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.73% -- -- --
2023 13.89% 11.45% -3.49% 15.74%
2022 -10.18% -19.96% -4.76% 2.87%
2021 0.05% 10.09% 0.19% 7.41%
2020 -15.66% 28.20% 11.69% 10.59%
2019 17.00% 3.91% -0.47% 9.02%
2018 4.91% 9.11% 5.72% -17.36%
2017 8.87% 3.95% 4.79% 6.08%
2016 -3.71% 1.43% 5.89% -1.61%
2015 4.01% 2.03% -7.19% 7.23%

2014 -0.16% 2.51% 0.83% 3.05%
2013 9.20% 1.58% 10.11% 10.30%
2012 15.72% -5.45% 5.69% -4.00%
2011 7.82% 1.81% -19.39% 10.79%
2010 2.83% -11.59% 8.11% 11.52%
2009 -3.11% 23.53% 21.21% 4.11%
2008 -13.06% 18.44% -30.88% -28.45%
2007 5.02% 13.12% 6.87% 3.27%
2006 11.80% -7.56% 1.70% 13.92%
2005 -8.33% 1.91% 6.19% 2.34%
2004 3.53% 1.56% -5.85% 16.19%
2003 -2.77% 26.07% 5.88% 5.87%
2002 -0.10% -14.40% -18.04% 6.65%
2001 -18.98% 17.95% -23.02% 24.01%
2000 16.70% -9.25% -- --

Rank in Category (By Total Return)

YTD 96
1-Month 99
3-Month 96
1-Year 71
3-Year 61
5-Year 70

Load Adjusted Returns

1-Year 25.89%
3-Year 6.16%
5-Year 12.50%
10-Year 11.75%

Performance & Risk

YTD Return 3.05%
5y Average Return 11.70%
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Eaton Vance
Net Assets 143.21M
YTD Return 6.73%
Yield 0.00%
Morningstar Rating
Inception Date Jul 10, 2000

Fund Summary

The fund invests in a portfolio consisting primarily of common stocks of companies that are expected, over the long term, to have earnings growth that is faster than the growth of the U.S. economy and the U.S. stock market as a whole. Growth companies owned by the fund may include both large established market leaders, as well as smaller, less seasoned companies. It is non-diversified.

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