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Eaton Vance Small-Cap Fund (ECSMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
11.59-0.06 (-0.52%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.07%
5-Year Average Return7.48%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (Oct 24, 2024)38.39%
Worst 1 Yr Total Return (Oct 24, 2024)N/A
Best 3-Yr Total Return38.39%
Worst 3-Yr Total Return3.65%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnECSMXCategory
YTD11.11%12.40%
1-Month0.86%3.37%
3-Month9.14%4.88%
1-Year23.50%55.69%
3-Year3.49%19.34%
5-Year7.60%20.72%
10-Year8.52%13.98%
Last Bull Market26.77%27.85%
Last Bear Market-14.16%-24.06%

Annual Total Return (%) History

Year
ECSMXCategory
2024
N/AN/A
2023
10.46%N/A
2022
-16.17%N/A
2021
20.25%N/A
2020
11.93%38.62%
2019
26.55%27.68%
2018
-6.52%-5.76%
2017
14.11%21.50%
2016
18.47%11.20%
2015
-3.59%-2.41%
2014
3.02%2.44%
2013
34.24%40.91%
2012
11.03%13.15%
2011
-6.52%-3.55%
2010
23.88%26.98%
2009
38.39%35.46%
2008
-38.78%-41.55%
2007
19.22%7.59%
2006
14.34%10.81%
2005
5.37%6.02%
2004
2.65%12.41%
2003
29.12%45.54%
2002
N/A-27.88%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.12%-4.96%9.14%N/A
20236.35%1.96%-8.35%11.15%
2022-5.47%-14.16%-5.71%9.56%
20219.54%3.38%-1.44%7.74%
2020-24.74%16.75%2.71%24.02%
201914.62%6.90%-0.85%4.16%
20180.45%6.90%4.95%-17.05%
20173.26%1.75%3.94%4.49%
20161.20%2.11%4.35%9.87%
20156.98%0.38%-9.32%-0.99%
20140.47%3.06%-6.22%6.09%
201311.00%-0.94%12.97%8.06%
20129.68%-6.20%5.67%2.12%
20119.13%-3.39%-21.92%13.56%
20104.94%-7.61%8.70%17.55%
2009-5.71%15.42%18.84%7.01%
2008-7.60%17.20%-18.05%-31.02%
20077.18%10.39%-0.84%1.61%
200612.17%-5.97%0.00%8.41%
2005-3.68%-0.62%8.10%1.83%
2004-1.22%-1.45%-4.82%10.79%
2003-3.69%15.18%4.28%11.62%
2002-17.73%3.55%N/AN/A

Rank In Category (By Total Return)

YTD62
1-Month64
3-Month21
1-Year63
3-Year15
5-Year82

Load Adjusted Returns

1-Year22.50%
3-Year3.49%
5-Year7.60%
10-Year8.52%