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Eaton Vance Tx-Mgd Small-Cap I (EIMGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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31.05-0.10 (-0.32%)
At close: 04:34PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.23%
5-Year Average Return5.97%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Jul 2, 2024)36.08%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return36.08%
Worst 3-Yr Total Return4.15%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnEIMGXCategory
YTD2.69%12.40%
1-Month-1.04%3.37%
3-Month-4.63%4.88%
1-Year4.80%55.69%
3-Year0.82%19.34%
5-Year6.28%20.72%
10-Year7.67%13.98%
Last Bull Market27.76%27.85%
Last Bear Market-13.93%-24.06%

Annual Total Return (%) History

Year
EIMGXCategory
2024
N/AN/A
2023
11.34%N/A
2022
-16.32%N/A
2021
21.25%N/A
2020
12.62%38.62%
2019
27.57%27.68%
2018
-5.49%-5.76%
2017
15.48%21.50%
2016
19.17%11.20%
2015
-2.68%-2.41%
2014
3.29%2.44%
2013
36.08%40.91%
2012
12.26%13.15%
2011
-5.35%-3.55%
2010
25.84%26.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.68%-4.63%N/AN/A
20236.69%2.26%-8.08%11.02%
2022-6.02%-13.93%-5.78%9.80%
20219.50%3.37%-1.15%8.37%
2020-24.78%16.76%3.05%24.43%
201914.78%7.09%-0.47%4.28%
20181.15%6.93%5.34%-17.05%
20173.51%2.16%4.26%4.75%
20161.30%2.52%4.84%9.45%
20156.92%0.54%-8.75%-0.79%
20140.67%3.42%-6.01%5.55%
201311.49%-0.62%13.47%8.23%
201210.27%-6.11%5.95%2.34%
20119.60%-3.22%-21.59%13.81%
20105.81%-7.44%9.21%17.66%

Rank In Category (By Total Return)

YTD68
1-Month76
3-Month78
1-Year78
3-Year14
5-Year67

Load Adjusted Returns

1-Year4.80%
3-Year0.82%
5-Year6.28%
10-Year7.67%