ETHSX - Eaton Vance Worldwide Health Sci A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return14.16%
5-Year Average Return13.95%
Number of Years Up24
Number of Years Down7
Best 1 Yr Total Return (Oct 30, 2017)44.56%
Worst 1 Yr Total Return (Oct 30, 2017)-25.94%
Best 3-Yr Total Return44.56%
Worst 3-Yr Total Return-0.41%

Trailing Returns (%) Vs. Benchmarks

ReturnETHSXCategory
YTD14.16%21.19%
1-Month-3.35%-2.12%
3-Month-1.52%1.70%
1-Year15.75%25.01%
3-Year2.00%6.51%
5-Year13.95%17.10%
10-Year9.75%11.31%
Last Bull Market17.50%22.83%
Last Bear Market-9.67%-13.86%

Annual Total Return (%) History

Year
ETHSXCategory
2017
N/AN/A
2016
-14.89%-10.60%
2015
8.39%8.05%
2014
27.39%27.25%
2013
44.56%48.17%
2012
15.49%21.55%
2011
4.75%7.66%
2010
11.13%8.38%
2009
9.89%22.48%
2008
-7.24%-23.43%
2007
6.49%9.27%
2006
-0.01%4.27%
2005
7.69%9.64%
2004
6.81%9.84%
2003
30.46%32.51%
2002
-25.94%-28.13%
2001
-6.63%-11.26%
2000
81.56%56.75%
1999
23.98%18.58%
1998
23.53%20.97%
1997
10.50%22.11%
1996
18.25%13.50%
1995
61.11%48.57%
1994
-6.32%4.75%
1993
26.40%4.30%
1992
2.32%-4.13%
1991
42.35%60.55%
1990
5.12%16.93%
1989
45.44%44.03%
1988
2.89%10.51%
1987
-3.61%-1.71%
1986
7.72%13.54%
1985
N/A47.18%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20179.22%5.43%2.57%N/A
2016-11.26%3.73%0.18%-7.71%
20158.98%2.77%-12.10%10.09%
20146.94%5.41%5.37%7.25%
201314.87%1.19%14.16%8.94%
201210.02%3.58%4.74%-3.25%
20114.17%8.62%-11.72%4.87%
20109.93%-10.36%10.99%1.61%
2009-4.17%3.96%9.72%0.53%
2008-9.73%4.31%7.44%-8.31%
2007-0.80%6.77%2.50%-1.92%
2006-0.44%-5.95%4.19%2.49%
2005-10.04%4.90%10.34%3.42%
20043.41%0.68%-3.18%5.96%
20030.13%18.93%3.73%5.61%
2002-7.36%-15.67%-12.14%7.90%
2001-19.26%13.42%-8.10%10.96%
200036.53%19.96%13.74%-2.53%
1999-5.66%0.55%9.95%18.88%
19986.72%-6.11%-3.05%27.16%
19973.09%8.57%11.20%-11.21%
19965.99%8.94%0.38%2.03%
19958.16%12.79%15.12%14.73%
1994-6.46%-6.25%8.77%-1.79%
19930.00%9.71%6.89%7.79%
1992-1.63%-3.31%1.37%6.12%
199121.65%-7.83%14.29%11.09%
1990-2.44%12.50%-17.04%15.45%
198911.24%3.03%20.59%5.24%
19888.09%-2.14%0.00%-2.73%
198727.46%1.63%-1.07%-24.78%
198614.06%12.33%-18.98%3.76%
198515.49%N/AN/AN/A

Rank In Category (By Total Return)

YTD80
1-Month67
3-Month76
1-Year81
3-Year85
5-Year81

Load Adjusted Returns

1-Year9.10%
3-Year0.00%
5-Year12.61%
10-Year9.11%