ECTGX - Eaton Vance Tax Managed Growth 1.1 Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.21%
5-Year Average Return9.34%
Number of Years Up20
Number of Years Down6
Best 1 Yr Total Return (May 25, 2023)30.97%
Worst 1 Yr Total Return (May 25, 2023)N/A
Best 3-Yr Total Return30.97%
Worst 3-Yr Total Return-3.30%

Trailing Returns (%) Vs. Benchmarks

ReturnECTGXCategory
YTD11.21%12.38%
1-Month3.76%5.09%
3-Month7.31%10.28%
1-Year7.09%41.70%
3-Year12.26%22.56%
5-Year9.34%21.98%
10-Year10.42%15.99%
Last Bull Market40.28%25.99%
Last Bear Market-17.40%-17.29%

Annual Total Return (%) History

Year
ECTGXCategory
2023
N/AN/A
2022
-20.71%N/A
2021
23.76%N/A
2020
22.11%35.86%
2019
28.33%31.90%
2018
-5.99%-2.09%
2017
21.46%27.67%
2016
7.85%3.23%
2015
1.40%3.60%
2014
11.48%10.00%
2013
30.97%33.92%
2012
14.19%15.34%
2011
-0.37%-2.46%
2010
11.63%15.53%
2009
21.90%35.68%
2008
-33.56%-40.67%
2007
3.52%13.35%
2006
12.41%7.05%
2005
3.50%6.71%
2004
8.52%7.81%
2003
22.47%28.66%
2002
-20.40%-27.64%
2001
-10.73%-22.30%
2000
2.25%-13.05%
1999
16.00%38.87%
1998
24.27%34.55%
1997
30.77%26.36%
1996
N/A19.76%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20238.04%N/AN/AN/A
2022-6.33%-17.40%-4.17%6.94%
20215.03%8.83%-0.63%8.96%
2020-19.86%22.02%9.34%14.22%
201913.54%2.97%0.87%8.82%
2018-0.69%2.82%7.33%-14.21%
20175.63%2.79%4.16%7.40%
2016-0.87%1.31%3.77%3.50%
20150.97%0.17%-6.39%7.10%
20141.04%4.44%1.59%3.99%
20139.68%2.37%5.54%10.52%
201212.51%-3.44%5.58%-0.44%
20114.16%0.18%-13.96%10.97%
20105.60%-13.44%11.53%9.49%
2009-11.63%13.93%14.82%5.44%
2008-8.70%-4.12%-6.11%-19.16%
2007-0.13%5.64%1.47%-3.31%
20064.05%-1.63%4.28%5.32%
2005-2.33%0.25%3.38%2.26%
20041.85%1.04%-2.36%8.00%
2003-4.91%13.10%2.10%11.52%
20020.57%-11.91%-15.37%6.17%
2001-11.65%5.40%-13.94%11.39%
20005.68%-0.80%1.30%-3.71%
19992.67%5.41%-7.94%16.44%
199813.32%2.09%-11.34%21.16%
19971.59%16.62%8.73%1.51%
19967.61%N/AN/AN/A

Rank In Category (By Total Return)

YTD70
1-Month17
3-Month53
1-Year20
3-Year22
5-Year62

Load Adjusted Returns

1-Year2.27%
3-Year13.32%
5-Year9.81%
10-Year10.67%