Nasdaq - Delayed Quote USD

Eaton Vance Growth R (ELCRX)

34.56 +0.72 (+2.13%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 9.58%
5y Average Return 13.11%
Number of Years Up 12
Number of Years Down 2
Best 1Y Total Return (Apr 26, 2024) 38.03%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 38.03%
Worst 3Y Total Return 4.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ELCRX
Category
YTD
12.56%
12.38%
1-Month
1.43%
5.09%
3-Month
12.56%
10.28%
1-Year
38.56%
41.70%
3-Year
8.35%
22.56%
5-Year
14.85%
21.98%
10-Year
13.52%
15.99%
Last Bull Market
38.07%
25.99%
Last Bear Market
-19.85%
-17.29%

Annual Total Return (%) History

Year
ELCRX
Category
2024
--
--
2023
38.03%
--
2022
-29.82%
--
2021
19.29%
--
2020
36.84%
35.86%
2019
30.03%
31.90%
2018
0.01%
-2.09%
2017
25.12%
27.67%

2016
2.03%
3.23%
2015
6.78%
3.60%
2014
13.98%
10.00%
2013
34.94%
33.92%
2012
12.42%
15.34%
2011
-5.67%
-2.46%
2010
14.11%
15.53%
2009
--
35.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.56% -- -- --
2023 12.13% 11.99% -3.29% 13.66%
2022 -11.74% -19.85% -4.81% 4.22%
2021 2.25% 9.97% -1.52% 7.72%
2020 -16.45% 29.05% 11.28% 14.05%
2019 15.80% 2.71% -0.91% 10.34%
2018 2.84% 7.01% 8.05% -15.89%
2017 8.36% 5.23% 3.49% 6.03%
2016 -3.44% 1.27% 6.10% -1.66%
2015 4.50% 0.78% -6.04% 7.90%

2014 1.21% 5.79% 2.03% 4.33%
2013 9.31% 1.63% 9.62% 10.81%
2012 14.83% -5.40% 5.47% -1.89%
2011 2.77% -0.35% -15.08% 8.46%
2010 3.99% -11.65% 10.19% 12.71%
2009 6.76% -- -- --

Rank in Category (By Total Return)

YTD 46
1-Month 83
3-Month 46
1-Year 47
3-Year 58
5-Year 56

Load Adjusted Returns

1-Year 38.56%
3-Year 8.35%
5-Year 14.85%
10-Year 13.52%

Performance & Risk

YTD Return 9.58%
5y Average Return 13.11%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Eaton Vance
Net Assets 399.11M
YTD Return 12.56%
Yield 0.00%
Morningstar Rating
Inception Date May 03, 2007

Fund Summary

The fund invests in a broadly diversified selection of equity securities, seeking companies with above-average growth and financial strength. Under normal market conditions, it invests primarily in large-cap companies. The portfolio managers generally consider large-cap companies to be those companies with a market capitalization equal to or greater than the median capitalization of companies included in the Russell 1000® Growth Index. The fund is non-diversified.

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