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Eaton Vance Large-Cap Value R (ERSTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.21-0.22 (-0.87%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.18%
5-Year Average Return9.22%
Number of Years Up14
Number of Years Down5
Best 1 Yr Total Return (Jun 24, 2024)29.48%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return29.48%
Worst 3-Yr Total Return5.16%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnERSTXCategory
YTD8.28%4.44%
1-Month2.65%-4.04%
3-Month5.42%4.09%
1-Year20.01%14.37%
3-Year6.10%6.04%
5-Year10.74%9.20%
10-Year8.39%8.57%
Last Bull Market22.33%22.97%
Last Bear Market-11.29%-11.27%

Annual Total Return (%) History

Year
ERSTXCategory
2024
N/AN/A
2023
7.66%11.63%
2022
-3.04%-5.90%
2021
24.01%26.22%
2020
2.03%2.91%
2019
29.48%25.04%
2018
-7.04%-8.53%
2017
14.50%15.94%
2016
9.26%14.81%
2015
-1.33%-4.05%
2014
10.70%10.21%
2013
29.01%31.21%
2012
15.51%14.57%
2011
-4.73%-0.75%
2010
9.73%13.66%
2009
16.67%24.13%
2008
-34.57%-37.09%
2007
9.66%1.42%
2006
18.54%18.15%
2005
11.17%5.95%
2004
N/A12.97%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.77%N/AN/AN/A
2023-1.30%3.63%-3.17%8.71%
20222.06%-11.29%-3.89%11.44%
202110.88%4.46%-1.23%8.40%
2020-26.52%13.87%5.42%15.68%
201912.63%5.68%1.37%7.31%
2018-2.33%2.40%7.73%-13.73%
20172.61%1.35%3.27%6.62%
2016-0.35%1.69%1.73%5.99%
20151.19%-0.68%-7.83%6.52%
20142.66%5.22%-0.22%2.71%
20139.46%3.55%4.06%9.38%
201210.46%-2.19%6.76%0.14%
20113.15%-0.61%-16.39%11.14%
20105.75%-13.38%8.89%10.02%
2009-14.25%12.12%15.05%5.48%
2008-7.18%-0.06%-10.28%-21.38%
20072.39%5.64%2.31%-0.91%
20064.60%1.13%4.89%6.83%
20051.44%2.04%5.89%1.43%
20040.66%2.25%9.28%N/A

Rank In Category (By Total Return)

YTD41
1-Month69
3-Month21
1-Year70
3-Year53
5-Year64

Load Adjusted Returns

1-Year20.01%
3-Year6.10%
5-Year10.74%
10-Year8.39%