Eaton Vance Tax Managed Multi Cap Growth Fund (EACPX)
The investment seeks to achieve long-term, after-tax returns for its shareholders through investing in a portfolio of equity securities. The fund invests in a portfolio consisting primarily of common stocks of companies that are expected, over the long term, to have earnings growth that is faster than the growth of the U.S. economy and the U.S. stock market as a whole. Growth companies owned by the fund may include both large established market leaders, as well as smaller, less seasoned companies. It is non-diversified.
Fund Info
US2779116167
277911616
Jun 30, 2000
$1,000
Large-Cap
Growth
Expense Ratio
EACPX has a high expense ratio of 1.25%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Eaton Vance Tax Managed Multi Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Eaton Vance Tax Managed Multi Cap Growth Fund had a return of 2.68% year-to-date (YTD) and 14.63% in the last 12 months. Over the past 10 years, Eaton Vance Tax Managed Multi Cap Growth Fund had an annualized return of 11.19%, which was very close to the S&P 500 benchmark's annualized return of 11.26%.
EACPX
2.68%
0.33%
6.35%
14.63%
10.84%
11.19%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of EACPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.37% | 2.68% | |||||||||||
| 2024 | 1.75% | 5.24% | -0.33% | -4.66% | 4.66% | 5.40% | -0.28% | 1.57% | 1.68% | -0.55% | 5.07% | -3.26% | 16.84% |
| 2023 | 8.89% | -2.85% | 7.66% | 2.26% | 2.45% | 6.39% | 2.85% | -1.08% | -5.14% | -0.78% | 11.57% | 4.56% | 41.77% |
| 2022 | -8.83% | -4.12% | 2.75% | -10.85% | -3.15% | -7.31% | 11.95% | -4.97% | -10.48% | 5.37% | 4.79% | -6.84% | -29.56% |
| 2021 | -2.74% | 2.07% | 0.78% | 7.33% | -2.28% | 4.96% | 3.59% | 3.40% | -6.46% | 6.77% | -1.80% | -0.73% | 14.84% |
| 2020 | 1.83% | -6.73% | -11.20% | 14.96% | 7.50% | 3.74% | 6.31% | 10.02% | -4.51% | -3.06% | 9.49% | 0.94% | 29.39% |
| 2019 | 11.66% | 2.42% | 2.30% | 5.99% | -7.81% | 6.33% | 2.45% | -2.29% | -0.56% | 1.57% | 4.50% | 0.45% | 29.00% |
| 2018 | 8.63% | -1.16% | -2.29% | 1.95% | 5.50% | 1.45% | 0.75% | 5.19% | -0.25% | -10.18% | 0.41% | -10.57% | -2.38% |
| 2017 | 4.95% | 3.11% | 0.60% | 1.84% | 2.61% | -0.53% | 2.93% | 0.48% | 1.32% | 2.48% | 2.34% | 0.90% | 25.49% |
| 2016 | -8.50% | -1.77% | 7.14% | 0.35% | 3.10% | -1.96% | 5.59% | 0.05% | 0.23% | -2.53% | 1.18% | -0.23% | 1.76% |
| 2015 | -2.36% | 7.91% | -1.29% | 0.77% | 2.30% | -1.03% | 2.22% | -5.74% | -3.68% | 8.00% | 1.42% | -2.09% | 5.62% |
| 2014 | -2.61% | 4.93% | -2.30% | -2.73% | 2.69% | 2.62% | -1.93% | 5.53% | -2.57% | 1.45% | 2.24% | -0.65% | 6.35% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EACPX is 54, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Eaton Vance Tax Managed Multi Cap Growth Fund (EACPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Eaton Vance Tax Managed Multi Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Eaton Vance Tax Managed Multi Cap Growth Fund was 65.88%, occurring on Nov 20, 2008. Recovery took 1235 trading sessions.
The current Eaton Vance Tax Managed Multi Cap Growth Fund drawdown is 4.26%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.88% | Nov 1, 2007 | 266 | Nov 20, 2008 | 1235 | Oct 21, 2013 | 1501 |
| -35.74% | Nov 17, 2021 | 243 | Nov 3, 2022 | 312 | Feb 2, 2024 | 555 |
| -32% | Feb 20, 2020 | 23 | Mar 23, 2020 | 64 | Jun 23, 2020 | 87 |
| -25.68% | Aug 30, 2018 | 80 | Dec 24, 2018 | 84 | Apr 26, 2019 | 164 |
| -19.51% | Jul 21, 2015 | 143 | Feb 11, 2016 | 228 | Jan 6, 2017 | 371 |
Volatility
Volatility Chart
The current Eaton Vance Tax Managed Multi Cap Growth Fund volatility is 3.75%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.