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Eaton Vance Special Equities Fund Class A (EVSEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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29.90-0.18 (-0.60%)
At close: 8:02PM EDT

Performance Overview

Morningstar Return Rating
Year-to-Date Return11.20%
5-Year Average Return8.23%
Number of Years Up38
Number of Years Down14
Best 1 Yr Total Return (Feb. 3, 2019)36.54%
Worst 1 Yr Total Return (Feb. 3, 2019)-42.02%
Best 3-Yr Total Return36.54%
Worst 3-Yr Total Return-6.08%

Trailing Returns (%) Vs. Benchmarks

ReturnEVSEXCategory
YTD12.54%6.24%
1-Month0.13%-2.09%
3-Month7.46%1.65%
1-Year44.17%46.40%
3-Year13.46%19.80%
5-Year14.56%19.05%
10-Year10.00%13.43%
Last Bull Market20.17%27.17%
Last Bear Market-21.21%-21.27%

Annual Total Return (%) History

Year
EVSEXCategory
2021
N/AN/A
2020
12.81%39.26%
2019
28.12%32.52%
2018
-4.95%-6.65%
2017
15.38%23.91%
2016
15.44%6.03%
2015
-3.00%-0.95%
2014
1.77%7.00%
2013
36.54%34.93%
2012
6.62%14.07%
2011
-4.33%-3.96%
2010
23.95%24.61%
2009
35.08%39.11%
2008
-42.02%-43.77%
2007
22.17%15.09%
2006
16.97%9.00%
2005
6.96%9.84%
2004
3.72%13.23%
2003
30.95%35.96%
2002
-32.88%-27.24%
2001
-23.94%-19.98%
2000
-9.02%-4.78%
1999
42.29%60.49%
1998
15.82%18.76%
1997
14.17%17.98%
1996
23.76%18.11%
1995
23.31%34.57%
1994
-9.60%-1.85%
1993
1.14%13.88%
1992
2.71%7.07%
1991
57.25%49.71%
1990
2.51%-5.37%
1989
23.70%29.88%
1988
11.15%13.53%
1987
2.10%1.89%
1986
-1.78%14.39%
1985
18.51%30.69%
1984
-2.29%-6.83%
1983
10.07%21.55%
1982
32.63%28.59%
1981
7.17%-4.91%
1980
42.81%46.00%
1979
34.72%38.21%
1978
14.86%14.76%
1977
2.14%2.75%
1976
11.98%22.75%
1975
32.76%32.54%
1974
-45.29%-29.70%
1973
-33.56%-28.53%
1972
23.36%26.38%
1971
28.05%27.99%
1970
-11.69%-15.15%
1969
-7.19%-16.60%
1968
N/A15.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20218.30%N/AN/AN/A
2020-24.86%17.91%4.33%22.04%
201915.39%6.56%-0.18%4.39%
20180.26%6.81%5.10%-15.55%
20174.22%2.18%3.66%4.51%
20162.46%1.73%3.38%7.14%
20156.19%1.51%-9.09%-1.01%
20141.13%2.15%-4.65%3.31%
201313.16%-0.16%11.55%8.35%
201210.30%-6.84%3.00%0.74%
20118.41%-1.16%-19.32%10.67%
20106.53%-7.74%10.28%14.35%
2009-7.88%14.60%19.40%7.17%
2008-7.98%17.54%-19.76%-33.19%
20077.74%11.67%-0.43%1.99%
200613.05%-5.85%0.41%9.45%
2005-3.38%-0.22%8.32%2.42%
2004-1.09%-1.11%-4.70%11.27%
2003-3.72%15.77%4.88%12.01%
2002-6.54%-16.67%-17.04%3.87%
2001-27.31%18.31%-32.14%30.33%
200018.80%-5.24%-2.34%-17.25%
1999-4.73%12.50%2.17%29.94%
199813.21%-0.63%-16.92%23.93%
1997-12.07%19.85%8.41%-0.06%
19964.01%7.83%4.36%5.74%
19955.67%3.44%8.64%3.84%
1994-8.07%-7.87%7.28%-0.51%
1993-3.34%-2.07%6.46%0.36%
1992-5.46%-8.56%5.59%12.52%
199126.87%-2.43%9.37%16.15%
19900.71%13.77%-20.45%12.46%
19894.61%7.70%10.66%-0.78%
19887.13%4.95%-1.95%0.83%
198719.14%-1.09%6.60%-18.72%
198612.34%5.85%-17.96%0.67%
19857.08%5.25%-9.34%15.99%
1984-9.89%1.38%5.77%1.12%
19838.38%8.43%-2.63%-3.81%
1982-4.26%0.73%14.03%20.61%
19816.10%1.30%-10.73%11.70%
1980-6.31%14.62%21.05%9.87%
19797.48%5.12%12.05%6.41%
1978-3.84%14.68%10.12%-5.41%
1977-9.76%8.42%-0.34%4.75%
197616.03%-1.27%-4.18%2.01%
197531.31%18.45%-16.82%2.62%
1974-7.86%-19.32%-33.80%11.17%
1973-14.82%-14.80%17.37%-22.00%
197214.14%7.54%-5.51%6.36%
197114.43%4.81%0.22%6.54%
1970-7.85%-22.30%14.51%7.71%
1969-6.37%-7.46%1.90%5.12%
196810.93%6.21%N/AN/A

Rank In Category (By Total Return)

YTD12
1-Month9
3-Month11
1-Year49
3-Year94
5-Year93

Load Adjusted Returns

1-Year35.88%
3-Year11.24%
5-Year13.22%
10-Year9.35%