ECASX - Eaton Vance Atlanta Capital SMID-Cap Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.15%
5-Year Average Return7.07%
Number of Years Up11
Number of Years Down2
Best 1 Yr Total Return (May 31, 2023)34.76%
Worst 1 Yr Total Return (May 31, 2023)N/A
Best 3-Yr Total Return34.76%
Worst 3-Yr Total Return6.37%

Trailing Returns (%) Vs. Benchmarks

ReturnECASXCategory
YTD-2.15%10.80%
1-Month-2.95%4.43%
3-Month-4.24%7.00%
1-Year-0.84%48.17%
3-Year9.87%21.26%
5-Year7.07%20.18%
10-Year10.22%14.07%
Last Bull Market39.34%27.14%
Last Bear Market-12.02%-21.26%

Annual Total Return (%) History

Year
ECASXCategory
2023
N/AN/A
2022
-9.71%N/A
2021
21.02%N/A
2020
10.15%39.26%
2019
33.11%32.52%
2018
-6.31%-6.65%
2017
23.51%23.91%
2016
10.12%6.03%
2015
8.64%-0.95%
2014
4.12%7.00%
2013
34.76%34.93%
2012
13.07%14.07%
2011
4.57%-3.96%
2010
24.61%24.61%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20230.70%N/AN/AN/A
2022-4.96%-12.02%-3.01%11.33%
20218.18%5.00%-2.65%9.44%
2020-27.46%21.91%2.98%20.96%
201915.60%8.75%2.46%3.34%
20180.85%3.42%7.67%-16.57%
20175.02%4.78%3.23%8.72%
20163.10%3.09%1.33%2.25%
20155.81%2.70%-6.70%7.16%
2014-2.02%2.57%-3.76%7.65%
201313.06%1.92%7.37%8.92%
201210.45%-4.42%3.79%3.20%
20118.60%0.06%-17.72%16.94%
20107.60%-9.25%10.82%15.16%

Rank In Category (By Total Return)

YTD96
1-Month16
3-Month87
1-Year23
3-Year13
5-Year45

Load Adjusted Returns

1-Year0.33%
3-Year13.71%
5-Year8.42%
10-Year10.73%