EAASX - Eaton Vance Atlanta Capital SMID-Cap Fund Class A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return9.40%
5-Year Average Return11.85%
Number of Years Up14
Number of Years Down2
Best 1 Yr Total Return (Feb. 3, 2019)35.72%
Worst 1 Yr Total Return (Feb. 3, 2019)-26.20%
Best 3-Yr Total Return35.72%
Worst 3-Yr Total Return-1.91%

Trailing Returns (%) Vs. Benchmarks

ReturnEAASXCategory
YTD-11.55%0.61%
1-Month7.23%9.99%
3-Month-0.47%6.32%
1-Year0.58%13.84%
3-Year8.98%11.95%
5-Year9.65%9.25%
10-Year13.33%12.58%
Last Bull Market29.90%26.98%
Last Bear Market-19.16%-21.30%

Annual Total Return (%) History

Year
EAASXCategory
2020
N/AN/A
2019
34.10%32.52%
2018
-5.57%-6.65%
2017
24.42%23.91%
2016
10.96%6.03%
2015
9.45%-0.95%
2014
4.90%7.00%
2013
35.72%34.93%
2012
13.91%14.07%
2011
5.44%-3.96%
2010
25.53%24.61%
2009
34.94%39.11%
2008
-26.20%-43.77%
2007
11.74%15.09%
2006
14.43%9.00%
2005
4.51%9.84%
2004
18.55%13.23%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-27.33%N/AN/AN/A
201915.81%8.92%2.69%3.53%
20181.05%3.63%7.86%-16.40%
20175.23%4.97%3.45%8.87%
20163.28%3.30%1.54%2.43%
20156.00%2.87%-6.49%7.34%
2014-1.83%2.75%-3.58%7.86%
201313.21%2.13%7.57%9.13%
201210.60%-4.28%4.03%3.43%
20118.87%0.19%-17.55%17.24%
20107.85%-9.14%11.12%15.27%
2009-4.71%17.65%17.21%2.69%
2008-5.55%-2.23%-0.46%-19.71%
20073.67%4.88%1.28%1.47%
200610.15%-2.99%1.30%5.72%
2005-2.70%1.90%6.29%-0.83%
20044.05%2.28%0.37%10.99%

Rank In Category (By Total Return)

YTD95
1-Month88
3-Month89
1-Year93
3-Year77
5-Year47

Load Adjusted Returns

1-Year-5.20%
3-Year6.85%
5-Year8.36%
10-Year12.66%