PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

Here you can find all mutual funds issued by Eaton Vance and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Click on any fund in the list to see complete information, including risk and performance analysis.


Issuer: Eaton Vance
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
EHSTX
Eaton Vance Large-Cap Value FundLarge Cap Value EquitiesSep 23, 19311.01%
9.75%
9.03%
2.63%
Eaton Vance Multi-Asset Credit FundHigh Yield BondsOct 31, 20110.71%
2.51%
4.19%
7.59%
Eaton Vance Total Return Bond FundIntermediate Core-Plus BondNov 17, 20090.49%
0.31%
2.96%
5.60%
Eaton Vance Floating Rate FundBank LoanJan 29, 20010.76%
3.01%
4.06%
8.85%
Parametric TABS Short-Term Municipal Bond FundMunicipal BondsMar 26, 20090.55%
-0.84%
1.43%
3.03%
Eaton Vance Emerging and Frontier Countries Equity...Emerging Markets DiversifiedNov 2, 20141.31%
10.55%
1.77%
Eaton Vance Floating-Rate Advantage FundBank LoanMar 16, 20080.47%
3.26%
4.66%
9.60%
Eaton Vance Focused Growth Opportunities FundLarge Cap Growth EquitiesMar 7, 20110.76%
15.59%
14.54%
2.37%
Eaton Vance Focused Value Opportunities FundLarge Cap Value EquitiesMar 7, 20110.74%
11.15%
9.99%
2.62%
Eaton Vance Core Bond FundIntermediate Core-Plus BondMar 21, 20070.49%
-0.60%
1.72%
4.09%
Eaton Vance Global Macro Absolute Return FundNontraditional BondsJun 26, 20070.76%
4.77%
3.63%
5.62%
Parametric International Equity FundForeign Large Cap EquitiesApr 1, 20100.50%
5.70%
5.05%
3.11%
Parametric TABS 1-to-10 Year Laddered Municipal Bo...Municipal BondsMay 3, 20150.40%
-0.80%
3.06%
Eaton Vance-Atlanta Capital Focused GrowthLarge Cap Growth EquitiesApr 30, 20020.78%
8.74%
14.97%
0.52%
Eaton Vance International Small-Cap FundForeign Small & Mid Cap EquitiesDec 15, 20151.11%
-0.23%
1.73%
Parametric TABS 5-to-15 Year Laddered Municipal Bo...Municipal BondsJan 31, 20100.40%
-0.91%
2.90%
3.03%
Eaton Vance Massachusetts Municipal Income FundMunicipal BondsJun 16, 19930.48%
-0.48%
1.87%
3.33%
Parametric Commodity Strategy Fund Class ICommoditiesMay 25, 20110.66%
13.01%
2.96%
3.27%
Eaton Vance Richard Bernstein All Asset Strategy F...Tactical AllocationSep 29, 20110.93%
3.74%
3.72%
2.48%
Eaton Vance Short Duration Inflation-Protected Inc...Inflation-Protected BondsMar 31, 20100.64%
2.20%
2.76%
4.44%

21–40 of 77

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

Loading data...