Nasdaq - Delayed Quote USD

Eaton Vance Large-Cap Value C (ECSTX)

25.33 +0.09 (+0.36%)
At close: 5:37 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.87%
5y Average Return 8.59%
Number of Years Up 23
Number of Years Down 6
Best 1Y Total Return (Apr 25, 2024) 28.82%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 28.82%
Worst 3Y Total Return 4.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ECSTX
Category
YTD
7.64%
17.52%
1-Month
4.91%
-0.87%
3-Month
7.64%
5.51%
1-Year
16.96%
42.88%
3-Year
7.41%
11.93%
5-Year
9.80%
12.07%
10-Year
8.05%
10.95%
Last Bull Market
37.60%
23.18%
Last Bear Market
-11.36%
-17.87%

Annual Total Return (%) History

Year
ECSTX
Category
2024
--
--
2023
7.11%
--
2022
-3.53%
--
2021
23.39%
--
2020
1.52%
2.91%
2019
28.82%
25.04%
2018
-7.53%
-8.53%
2017
13.96%
15.94%

2016
8.74%
14.81%
2015
-1.82%
-4.05%
2014
10.12%
10.21%
2013
28.37%
31.21%
2012
14.96%
14.57%
2011
-5.23%
-0.75%
2010
9.22%
13.66%
2009
16.13%
24.13%
2008
-34.94%
-37.09%
2007
9.13%
1.42%
2006
17.92%
18.15%
2005
10.64%
5.95%
2004
14.81%
12.97%
2003
22.34%
28.44%
2002
-16.35%
-18.69%
2001
0.86%
-4.99%
2000
13.87%
7.87%
1999
2.47%
6.72%
1998
20.77%
12.00%
1997
28.83%
26.61%
1996
17.29%
20.08%
1995
28.66%
32.39%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.64% -- -- --
2023 -1.43% 3.51% -3.32% 8.58%
2022 1.91% -11.36% -4.03% 11.27%
2021 10.75% 4.35% -1.35% 8.23%
2020 -26.61% 13.74% 5.27% 15.52%
2019 12.47% 5.55% 1.26% 7.17%
2018 -2.49% 2.27% 7.62% -13.84%
2017 2.48% 1.20% 3.18% 6.51%
2016 -0.46% 1.55% 1.59% 5.89%
2015 1.09% -0.86% -7.94% 6.41%

2014 2.53% 5.08% -0.34% 2.57%
2013 9.31% 3.46% 3.92% 9.22%
2012 10.30% -2.26% 6.62% 0.02%
2011 3.01% -0.74% -16.48% 10.97%
2010 5.61% -13.43% 8.73% 9.86%
2009 -14.30% 11.96% 14.96% 5.28%
2008 -7.28% -0.19% -10.43% -21.51%
2007 2.31% 5.46% 2.19% -1.02%
2006 4.45% 1.00% 4.81% 6.65%
2005 1.33% 1.90% 5.83% 1.25%
2004 2.51% 0.51% 2.08% 9.17%
2003 -5.49% 13.23% 1.81% 12.29%
2002 2.10% -8.09% -15.78% 5.85%
2001 -2.50% 4.88% -9.46% 8.93%
2000 -2.47% 0.07% 9.11% 6.93%
1999 2.12% 5.48% -9.40% 5.01%
1998 11.18% 1.94% -9.49% 17.74%
1997 1.82% 14.67% 7.41% 2.73%
1996 2.29% 5.13% 2.25% 6.67%
1995 6.79% 7.87% 6.65% 4.73%

Rank in Category (By Total Return)

YTD 70
1-Month 54
3-Month 70
1-Year 76
3-Year 78
5-Year 74

Load Adjusted Returns

1-Year 15.96%
3-Year 7.41%
5-Year 9.80%
10-Year 8.05%

Performance & Risk

YTD Return 5.87%
5y Average Return 8.59%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Eaton Vance
Net Assets 1.52B
YTD Return 7.64%
Yield 0.14%
Morningstar Rating
Inception Date Dec 28, 2004

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-cap companies (the "80% Policy"). The portfolio managers generally consider large-cap companies to be those companies having market capitalizations within the range of companies included in the Russell 1000® Value Index, although the portfolio will generally consist of stocks with a market capitalization equal to or greater than the median market capitalization of companies included in such index.

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