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Eaton Vance Special Investment Trust - Eaton Vance Real Estate Fund (EAREX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.730.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return11.21%
5-Year Average Return9.29%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)31.20%
Worst 1 Yr Total Return (Feb 3, 2019)-10.32%
Best 3-Yr Total Return31.20%
Worst 3-Yr Total Return1.33%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnEAREXCategory
YTD16.82%20.43%
1-Month-0.19%2.69%
3-Month11.25%11.34%
1-Year36.67%36.79%
3-Year8.88%10.81%
5-Year6.25%7.03%
10-Year7.89%9.08%
Last Bull Market30.06%31.03%
Last Bear Market-15.13%-16.60%

Annual Total Return (%) History

Year
EAREXCategory
2021
N/AN/A
2020
-10.32%-4.49%
2019
23.98%27.28%
2018
-4.61%-5.97%
2017
3.93%6.22%
2016
4.94%6.89%
2015
6.40%2.41%
2014
31.20%28.03%
2013
0.41%1.55%
2012
15.54%17.60%
2011
9.15%7.51%
2010
N/A27.08%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20219.69%N/AN/AN/A
2020-28.26%9.57%2.04%11.82%
201915.96%1.75%5.95%-0.82%
2018-6.89%9.09%-0.14%-5.97%
2017-0.42%1.23%0.95%2.13%
20165.26%3.34%-1.76%-1.80%
20155.81%-9.99%3.95%7.48%
201410.27%6.82%-2.58%14.33%
20135.16%-0.90%-2.97%-0.70%
201210.77%2.77%-0.14%1.63%
20116.70%3.64%-13.79%14.49%
201014.08%6.29%N/AN/A

Rank In Category (By Total Return)

YTD23
1-Month75
3-Month31
1-Year36
3-Year76
5-Year81

Load Adjusted Returns

1-Year29.69%
3-Year7.77%
5-Year4.87%
10-Year7.31%