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Eaton Vance Focused Value Opps A (EAFVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.25-0.18 (-0.88%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.08%
5-Year Average Return9.80%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Jun 23, 2024)32.34%
Worst 1 Yr Total Return (Jun 23, 2024)N/A
Best 3-Yr Total Return32.34%
Worst 3-Yr Total Return5.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnEAFVXCategory
YTD10.09%4.44%
1-Month3.36%-4.04%
3-Month8.18%4.09%
1-Year23.18%14.37%
3-Year6.20%6.04%
5-Year11.43%9.20%
10-Year9.36%8.57%
Last Bull Market22.95%22.97%
Last Bear Market-11.11%-11.27%

Annual Total Return (%) History

Year
EAFVXCategory
2024
N/AN/A
2023
8.12%11.63%
2022
-3.50%-5.90%
2021
23.49%26.22%
2020
1.98%2.91%
2019
32.34%25.04%
2018
-5.88%-8.53%
2017
20.13%15.94%
2016
7.52%14.81%
2015
-0.51%-4.05%
2014
9.94%10.21%
2013
32.17%31.21%
2012
17.62%14.57%
2011
N/A-0.75%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.53%N/AN/AN/A
2023-3.03%5.73%-3.12%8.85%
20222.45%-11.11%-4.19%10.59%
202111.78%4.88%-1.25%6.67%
2020-27.81%15.81%6.34%14.70%
201912.40%6.57%2.06%8.26%
2018-0.90%2.55%8.54%-14.67%
20173.77%3.03%3.49%8.58%
2016-0.37%1.87%1.24%4.64%
20151.49%-0.98%-7.39%6.90%
20142.34%4.07%1.35%1.84%
20139.89%4.46%4.30%10.40%
201211.37%-2.85%8.18%0.49%
2011-1.09%-16.85%11.59%N/A

Rank In Category (By Total Return)

YTD16
1-Month36
3-Month2
1-Year45
3-Year52
5-Year50

Load Adjusted Returns

1-Year16.71%
3-Year4.31%
5-Year10.23%
10-Year8.77%