Eaton Vance Tax-Managed Equity Asset Allocation Fund (ECEAX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return12.28%
5-Year Average Return9.92%
Number of Years Up17
Number of Years Down4
Best 1 Yr Total Return (Jul 2, 2024)29.32%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return29.32%
Worst 3-Yr Total Return3.83%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnECEAXCategory
YTD11.40%13.38%
1-Month2.21%1.16%
3-Month2.37%6.75%
1-Year19.39%40.77%
3-Year5.13%13.59%
5-Year10.08%13.52%
10-Year8.45%10.48%
Last Bull Market24.25%21.11%
Last Bear Market-15.20%-19.34%
Annual Total Return (%) History
YearECEAXCategory
2024N/AN/A
202319.80%N/A
2022-18.80%N/A
202120.29%N/A
202014.58%15.41%
201926.48%24.78%
2018-6.49%-9.27%
201718.22%18.41%
20166.83%8.45%
20150.29%-1.74%
20146.21%5.50%
201329.32%26.84%
201213.26%15.29%
2011-3.91%-4.13%
201011.37%14.83%
200925.17%30.03%
2008-38.51%-38.64%
200713.37%7.48%
200617.15%14.66%
20057.04%7.75%
200411.82%12.45%
200326.47%30.32%
2002N/A-19.14%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20248.81%2.37%N/AN/A
20235.51%5.95%-3.53%11.09%
2022-6.42%-15.20%-5.24%7.99%
20215.09%6.77%-0.47%7.71%
2020-21.85%19.43%7.34%14.37%
201912.83%3.59%0.89%7.26%
2018-0.48%3.32%5.60%-13.88%
20174.61%2.99%3.65%5.86%
2016-0.98%1.72%2.92%3.06%
20152.23%-0.12%-6.60%5.17%
20141.62%3.86%-1.89%2.56%
20139.37%1.20%7.13%9.06%
201211.20%-3.96%5.59%0.43%
20115.02%-0.08%-17.78%11.37%
20104.53%-13.08%11.24%10.19%
2009-11.64%15.93%16.77%4.63%
2008-9.27%3.31%-14.84%-22.97%
20072.48%7.69%2.97%-0.24%
20067.97%-2.15%2.36%8.33%
2005-2.34%1.06%6.50%1.83%
20041.94%0.76%-1.79%10.85%
2003-5.02%15.23%3.92%11.21%
2002-10.11%-17.88%6.39%N/A
Rank In Category (By Total Return)
YTD15
1-Month15
3-Month11
1-Year16
3-Year8
5-Year22
Load Adjusted Returns
1-Year18.39%
3-Year5.13%
5-Year10.08%
10-Year8.45%
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