Nasdaq - Delayed Quote USD

Eaton Vance Tax-Managed Multi-Cap Gr C (ECCPX)

48.68 +1.24 (+2.61%)
At close: 8:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 16.16%
5y Average Return 13.61%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (Nov 5, 2024) 49.93%
Worst 1Y Total Return (Nov 5, 2024) --
Best 3Y Total Return 49.93%
Worst 3Y Total Return 2.91%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ECCPX
Category
YTD
14.23%
12.38%
1-Month
-0.62%
5.09%
3-Month
2.50%
10.28%
1-Year
33.10%
41.70%
3-Year
4.13%
22.56%
5-Year
13.43%
21.98%
10-Year
11.81%
15.99%
Last Bull Market
24.11%
25.99%
Last Bear Market
-20.12%
-17.29%

Annual Total Return (%) History

Year
ECCPX
Category
2024
--
--
2023
40.73%
--
2022
-30.09%
--
2021
17.62%
--
2020
32.55%
35.86%
2019
30.91%
31.90%
2018
-0.76%
-2.09%
2017
24.88%
27.67%

2016
0.97%
3.23%
2015
4.86%
3.60%
2014
5.55%
10.00%
2013
33.73%
33.92%
2012
10.19%
15.34%
2011
-2.74%
-2.46%
2010
8.84%
15.53%
2009
49.93%
35.68%
2008
-49.47%
-40.67%
2007
30.09%
13.35%
2006
18.83%
7.05%
2005
0.87%
6.71%
2004
14.03%
7.81%
2003
36.45%
28.66%
2002
-25.87%
-27.64%
2001
-9.51%
-22.30%
2000
--
-13.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.51% 4.99% 2.78% --
2023 13.68% 11.25% -3.68% 15.53%
2022 -10.33% -20.12% -4.91% 2.65%
2021 -0.14% 9.89% 0.00% 7.18%
2020 -15.81% 27.96% 11.47% 10.37%
2019 16.79% 3.69% -0.62% 8.79%
2018 4.67% 8.92% 5.52% -17.51%
2017 8.64% 3.78% 4.59% 5.90%
2016 -3.93% 1.29% 5.70% -1.83%
2015 3.84% 1.85% -7.43% 7.10%

2014 -0.36% 2.33% 0.64% 2.85%
2013 9.01% 1.39% 9.88% 10.11%
2012 15.55% -5.70% 5.56% -4.20%
2011 7.61% 1.59% -19.47% 10.49%
2010 2.60% -11.79% 8.02% 11.32%
2009 -3.21% 23.20% 21.05% 3.86%
2008 -13.18% 18.18% -30.98% -28.66%
2007 4.83% 12.92% 6.62% 3.07%
2006 11.62% -7.77% 1.52% 13.70%
2005 -8.39% 1.69% 5.97% 2.17%
2004 3.22% 1.41% -5.96% 15.84%
2003 -2.84% 25.69% 5.69% 5.71%
2002 -0.32% -14.56% -18.27% 6.50%
2001 -19.22% 17.67% -23.12% 23.83%
2000 -9.47% -- -- --

Rank in Category (By Total Return)

YTD 89
1-Month 56
3-Month 82
1-Year 86
3-Year 68
5-Year 77

Load Adjusted Returns

1-Year 32.10%
3-Year 4.13%
5-Year 13.43%
10-Year 11.81%

Performance & Risk

YTD Return 16.16%
5y Average Return 13.61%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Eaton Vance
Net Assets 152M
YTD Return 14.23%
Yield 0.00%
Morningstar Rating
Inception Date Jun 30, 2000

Fund Summary

The fund invests in a portfolio consisting primarily of common stocks of companies that are expected, over the long term, to have earnings growth that is faster than the growth of the U.S. economy and the U.S. stock market as a whole. Growth companies owned by the fund may include both large established market leaders, as well as smaller, less seasoned companies. It is non-diversified.

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