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Eaton Vance Worldwide Health Sci R (ERHSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.68-0.01 (-0.06%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.96%
5-Year Average Return9.80%
Number of Years Up16
Number of Years Down4
Best 1 Yr Total Return (Jun 27, 2024)44.20%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return44.20%
Worst 3-Yr Total Return1.36%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnERHSXCategory
YTD7.15%7.95%
1-Month3.52%4.81%
3-Month1.19%7.18%
1-Year13.06%30.16%
3-Year5.24%16.10%
5-Year10.78%15.71%
10-Year8.90%15.27%
Last Bull Market19.49%23.06%
Last Bear Market-7.51%-13.88%

Annual Total Return (%) History

Year
ERHSXCategory
2024
N/AN/A
2023
5.43%N/A
2022
-9.72%N/A
2021
21.83%N/A
2020
12.73%27.63%
2019
25.64%26.23%
2018
5.81%-0.40%
2017
15.94%24.31%
2016
-15.12%-10.60%
2015
8.06%8.05%
2014
27.10%27.25%
2013
44.20%48.17%
2012
15.22%21.55%
2011
4.46%7.66%
2010
10.81%8.38%
2009
9.60%22.48%
2008
-7.33%-23.43%
2007
6.18%9.27%
2006
-0.26%4.27%
2005
7.39%9.64%
2004
6.53%9.84%
2003
N/A32.51%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.92%N/AN/AN/A
2023-0.43%3.27%-3.23%5.97%
2022-3.65%-7.51%-8.82%11.10%
20210.28%9.15%0.65%10.58%
2020-11.13%14.13%4.67%6.18%
201911.07%1.86%-2.07%13.39%
2018-1.09%4.70%11.61%-8.44%
20179.16%5.37%2.59%-1.75%
2016-11.30%3.69%0.08%-7.78%
20158.86%2.76%-12.19%10.01%
20146.84%5.30%5.41%7.18%
201314.84%1.13%14.09%8.83%
20129.96%3.54%4.66%-3.31%
20114.12%8.50%-11.75%4.79%
20109.76%-10.46%10.92%1.65%
2009-4.35%3.93%9.69%0.51%
2008-9.75%4.26%7.37%-8.27%
2007-0.85%6.72%2.42%-2.02%
2006-0.50%-5.99%4.13%2.41%
2005-10.10%4.81%10.33%3.30%
20043.27%0.65%-3.33%6.02%
20035.69%N/AN/AN/A

Rank In Category (By Total Return)

YTD10
1-Month25
3-Month17
1-Year22
3-Year14
5-Year28

Load Adjusted Returns

1-Year13.06%
3-Year5.24%
5-Year10.78%
10-Year8.90%