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Eaton Vance Growth Fund (EALCX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US2779056918

CUSIP

277905691

Inception Date

Sep 9, 2002

Min. Investment

$1,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

EALCX has a high expense ratio of 1.05%, indicating above-average management fees.


Expense ratio chart for EALCX: current value is 1.05%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
EALCX: 1.05%

Share Price Chart


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Compare to other instruments

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Eaton Vance 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.


200.00%300.00%400.00%500.00%600.00%NovemberDecember2025FebruaryMarchApril
266.29%
499.46%
EALCX (Eaton Vance Growth Fund)
Benchmark (^GSPC)

Returns By Period

Eaton Vance Growth Fund (EALCX) returned -7.50% year-to-date (YTD) and 6.49% over the past 12 months. Over the past 10 years, EALCX returned 5.32% annually, underperforming the S&P 500 benchmark at 10.23%.


EALCX

YTD

-7.50%

1M

1.78%

6M

-10.76%

1Y

6.49%

5Y*

7.79%

10Y*

5.32%

^GSPC (Benchmark)

YTD

-5.31%

1M

-0.76%

6M

-4.21%

1Y

10.59%

5Y*

14.55%

10Y*

10.23%

*Annualized

Monthly Returns

The table below presents the monthly returns of EALCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.03%-3.04%-8.14%1.78%-7.50%
20243.78%6.99%1.46%-4.45%6.69%7.18%-1.88%2.33%1.70%-0.48%5.66%-6.24%23.93%
20237.92%-3.44%7.63%1.38%3.90%6.38%3.74%-0.87%-5.89%-1.31%10.76%-4.99%26.33%
2022-8.31%-5.10%1.48%-11.56%-1.42%-8.04%11.06%-5.30%-9.40%6.78%5.15%-11.97%-33.32%
2021-1.00%3.12%0.22%5.77%-0.72%4.82%1.88%3.08%-6.17%6.07%-0.99%-5.45%10.19%
20201.46%-7.22%-11.18%15.31%7.15%4.47%6.03%8.17%-4.37%-2.46%12.10%-1.32%27.73%
201910.00%3.43%1.82%4.57%-8.18%7.04%2.24%-2.51%-0.54%2.76%4.36%-5.89%19.14%
20187.99%-1.91%-2.87%1.57%4.52%0.86%2.49%4.52%0.95%-8.94%0.48%-18.73%-11.41%
20174.57%3.60%0.04%2.61%2.58%0.08%2.00%0.77%0.73%2.05%2.75%-3.48%19.64%
2016-7.33%-2.04%6.44%0.60%2.73%-3.50%5.81%-0.09%0.44%-2.56%1.00%0.00%0.71%
2015-1.80%7.33%-0.74%-0.35%-0.53%-0.93%3.46%-6.25%-3.06%8.03%1.06%-2.71%2.58%
2014-2.06%4.78%-1.30%-0.66%3.71%2.70%-1.38%5.07%-1.42%2.79%2.59%-10.27%3.58%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of EALCX is 32, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of EALCX is 3232
Overall Rank
The Sharpe Ratio Rank of EALCX is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of EALCX is 3333
Sortino Ratio Rank
The Omega Ratio Rank of EALCX is 3333
Omega Ratio Rank
The Calmar Ratio Rank of EALCX is 3434
Calmar Ratio Rank
The Martin Ratio Rank of EALCX is 3030
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Eaton Vance Growth Fund (EALCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for EALCX, currently valued at 0.18, compared to the broader market-2.00-1.000.001.002.003.00
EALCX: 0.18
^GSPC: 0.47
The chart of Sortino ratio for EALCX, currently valued at 0.42, compared to the broader market-2.000.002.004.006.008.00
EALCX: 0.42
^GSPC: 0.79
The chart of Omega ratio for EALCX, currently valued at 1.06, compared to the broader market0.501.001.502.002.503.00
EALCX: 1.06
^GSPC: 1.12
The chart of Calmar ratio for EALCX, currently valued at 0.18, compared to the broader market0.002.004.006.008.0010.00
EALCX: 0.18
^GSPC: 0.49
The chart of Martin ratio for EALCX, currently valued at 0.54, compared to the broader market0.0010.0020.0030.0040.00
EALCX: 0.54
^GSPC: 1.94

The current Eaton Vance Growth Fund Sharpe ratio is 0.18. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Eaton Vance Growth Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.18
0.47
EALCX (Eaton Vance Growth Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Eaton Vance Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.10%0.20%0.30%0.40%$0.00$0.02$0.04$0.06$0.08201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019201820172016
Dividend$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.09

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.11%0.38%

Monthly Dividends

The table displays the monthly dividend distributions for Eaton Vance Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.00$0.03
2016$0.09$0.00$0.00$0.00$0.00$0.00$0.00$0.09

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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-15.59%
-9.36%
EALCX (Eaton Vance Growth Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Eaton Vance 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 Growth Fund was 50.81%, occurring on Mar 9, 2009. Recovery took 762 trading sessions.

The current Eaton Vance Growth Fund drawdown is 15.59%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.81%Nov 1, 2007338Mar 9, 2009762Mar 15, 20121100
-40.43%Nov 22, 2021277Dec 28, 2022467Nov 6, 2024744
-34.67%Oct 2, 2018370Mar 23, 202076Jul 10, 2020446
-25.5%Dec 5, 202484Apr 8, 2025
-21.64%Nov 28, 2014303Feb 11, 2016258Feb 21, 2017561

Volatility

Volatility Chart

The current Eaton Vance Growth Fund volatility is 15.71%, 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.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
15.71%
14.10%
EALCX (Eaton Vance Growth Fund)
Benchmark (^GSPC)