Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX)
NasdaqGM - NasdaqGM Delayed Price. Currency in USD
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At close: 08:01PM EDT
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return16.38%
5-Year Average Return12.06%
Number of Years Up17
Number of Years Down4
Best 1 Yr Total Return (Oct 2, 2024)30.37%
Worst 1 Yr Total Return (Oct 2, 2024)N/A
Best 3-Yr Total Return30.37%
Worst 3-Yr Total Return4.61%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnEAEAXCategory
YTD17.72%13.38%
1-Month1.32%1.16%
3-Month5.27%6.75%
1-Year31.01%40.77%
3-Year7.85%13.59%
5-Year11.82%13.52%
10-Year10.02%10.48%
Last Bull Market24.65%21.11%
Last Bear Market-15.04%-19.34%
Annual Total Return (%) History
YearEAEAXCategory
2024N/AN/A
202320.69%N/A
2022-18.19%N/A
202121.18%N/A
202015.46%15.41%
201927.43%24.78%
2018-5.80%-9.27%
201719.15%18.41%
20167.57%8.45%
20151.03%-1.74%
20147.05%5.50%
201330.37%26.84%
201214.10%15.29%
2011-3.25%-4.13%
201012.20%14.83%
200926.05%30.03%
2008-37.97%-38.64%
200714.11%7.48%
200618.12%14.66%
20057.83%7.75%
200412.62%12.45%
200327.41%30.32%
2002N/A-19.14%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20249.06%2.54%5.27%N/A
20235.71%6.14%-3.35%11.29%
2022-6.25%-15.04%-5.06%8.19%
20215.25%7.02%-0.30%7.92%
2020-21.69%19.62%7.53%14.63%
201913.08%3.76%1.06%7.47%
2018-0.30%3.48%5.82%-13.72%
20174.87%3.12%3.87%6.07%
2016-0.85%1.91%3.14%3.23%
20152.38%0.06%-6.46%5.43%
20141.82%4.03%-1.66%2.77%
20139.59%1.40%7.38%9.25%
201211.50%-3.81%5.80%0.56%
20115.24%0.07%-17.58%11.47%
20104.76%-12.90%11.36%10.42%
2009-11.57%16.21%17.05%4.80%
2008-9.03%3.45%-14.67%-22.76%
20072.67%7.87%3.17%-0.13%
20068.23%-2.01%2.59%8.57%
2005-2.12%1.21%6.68%2.03%
20042.10%0.94%-1.58%11.03%
2003-4.75%15.35%3.99%11.51%
2002-9.91%-17.74%6.62%N/A
Rank In Category (By Total Return)
YTD8
1-Month77
3-Month81
1-Year7
3-Year6
5-Year16
Load Adjusted Returns
1-Year24.14%
3-Year5.93%
5-Year10.62%
10-Year9.43%
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