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Eaton Vance Special Equities Fund Class C (ECSEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.37-0.15 (-0.59%)
At close: 8:00PM EDT

Performance Overview

Morningstar Return Rating
Year-to-Date Return11.14%
5-Year Average Return7.43%
Number of Years Up19
Number of Years Down7
Best 1 Yr Total Return (Feb. 3, 2019)35.59%
Worst 1 Yr Total Return (Feb. 3, 2019)-42.41%
Best 3-Yr Total Return35.59%
Worst 3-Yr Total Return-6.76%

Trailing Returns (%) Vs. Benchmarks

ReturnECSEXCategory
YTD12.17%6.24%
1-Month0.04%-2.09%
3-Month7.25%1.65%
1-Year43.06%46.40%
3-Year12.60%19.80%
5-Year13.69%19.05%
10-Year9.18%13.43%
Last Bull Market19.67%27.17%
Last Bear Market-21.47%-21.27%

Annual Total Return (%) History

Year
ECSEXCategory
2021
N/AN/A
2020
12.00%39.26%
2019
27.14%32.52%
2018
-5.66%-6.65%
2017
14.46%23.91%
2016
14.57%6.03%
2015
-3.68%-0.95%
2014
1.01%7.00%
2013
35.59%34.93%
2012
5.77%14.07%
2011
-5.03%-3.96%
2010
23.05%24.61%
2009
34.02%39.11%
2008
-42.41%-43.77%
2007
21.19%15.09%
2006
16.14%9.00%
2005
6.10%9.84%
2004
2.88%13.23%
2003
30.12%35.96%
2002
-33.37%-27.24%
2001
-24.40%-19.98%
2000
-9.74%-4.78%
1999
40.90%60.49%
1998
16.43%18.76%
1997
10.98%17.98%
1996
19.89%18.11%
1995
18.65%34.57%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20218.12%N/AN/AN/A
2020-24.98%17.70%4.12%21.82%
201915.18%6.36%-0.35%4.14%
20180.10%6.62%4.86%-15.70%
20173.98%2.01%3.47%4.29%
20162.23%1.57%3.15%6.98%
20155.96%1.31%-9.24%-1.14%
20140.92%2.00%-4.87%3.15%
201313.00%-0.35%11.36%8.12%
201210.03%-7.00%2.82%0.52%
20118.16%-1.33%-19.45%10.48%
20106.35%-7.85%10.00%14.16%
2009-8.07%14.40%19.14%6.96%
2008-8.12%17.34%-19.90%-33.31%
20077.51%11.39%-0.56%1.77%
200612.91%-6.03%0.16%9.28%
2005-3.46%-0.55%8.18%2.16%
2004-1.23%-1.53%-4.79%11.09%
2003-3.74%15.37%4.82%11.79%
2002-6.65%-16.79%-17.28%3.70%
2001-27.27%18.02%-32.32%30.14%
200018.90%-5.49%-2.43%-17.68%
1999-5.04%12.38%1.82%29.67%
199813.08%-1.15%-17.07%25.61%
1997-12.70%19.33%7.31%-0.72%
19963.10%7.09%3.58%4.84%
19954.35%2.72%7.46%3.01%

Rank In Category (By Total Return)

YTD12
1-Month10
3-Month12
1-Year52
3-Year95
5-Year97

Load Adjusted Returns

1-Year42.06%
3-Year12.60%
5-Year13.69%
10-Year9.18%