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Eaton Vance Focused Value Opportunities Fund (EAFVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
17.97-0.05 (-0.28%)
At close: 06:45PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.18%
5-Year Average Return6.43%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Sep 20, 2023)32.34%
Worst 1 Yr Total Return (Sep 20, 2023)N/A
Best 3-Yr Total Return32.34%
Worst 3-Yr Total Return5.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnEAFVXCategory
YTD1.18%17.52%
1-Month-1.48%-0.87%
3-Month0.39%5.51%
1-Year6.17%42.88%
3-Year11.79%11.93%
5-Year6.43%12.07%
10-Year8.94%10.95%
Last Bull Market39.04%23.18%
Last Bear Market-11.11%-17.87%

Annual Total Return (%) History

Year
EAFVXCategory
2023
N/AN/A
2022
-3.50%N/A
2021
23.49%N/A
2020
1.98%2.91%
2019
32.34%25.04%
2018
-5.88%-8.53%
2017
20.13%15.94%
2016
7.52%14.81%
2015
-0.51%-4.05%
2014
9.94%10.21%
2013
32.17%31.21%
2012
17.62%14.57%
2011
N/A-0.75%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2023-3.03%5.73%N/AN/A
20222.45%-11.11%-4.19%10.59%
202111.78%4.88%-1.25%6.67%
2020-27.81%15.81%6.34%14.70%
201912.40%6.57%2.06%8.26%
2018-0.90%2.55%8.54%-14.67%
20173.77%3.03%3.49%8.58%
2016-0.37%1.87%1.24%4.64%
20151.49%-0.98%-7.39%6.90%
20142.34%4.07%1.35%1.84%
20139.89%4.46%4.30%10.40%
201211.37%-2.85%8.18%0.49%
2011-1.09%-16.85%11.59%N/A

Rank In Category (By Total Return)

YTD65
1-Month90
3-Month52
1-Year77
3-Year62
5-Year44

Load Adjusted Returns

1-Year0.54%
3-Year9.39%
5-Year6.34%
10-Year9.16%
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