Eaton Vance Growth Fund (EALCX)
The investment seeks total return. The fund invests in a broadly diversified selection of equity securities, seeking companies with above-average growth and financial strength. Under normal market conditions, it invests primarily in large-cap companies. The portfolio managers generally consider large-cap companies to be those companies with a market capitalization equal to or greater than the median capitalization of companies included in the Russell 1000 Growth Index. The fund is non-diversified.
Fund Info
US2779056918
277905691
Sep 9, 2002
$1,000
Large-Cap
Growth
Expense Ratio
EALCX has a high expense ratio of 1.05%, 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 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 Growth Fund had a return of 3.65% year-to-date (YTD) and 19.27% in the last 12 months. Over the past 10 years, Eaton Vance Growth Fund had an annualized return of 6.57%, while the S&P 500 had an annualized return of 11.31%, indicating that Eaton Vance Growth Fund did not perform as well as the benchmark.
EALCX
3.65%
2.24%
2.73%
19.27%
7.64%
6.57%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.03% | 3.65% | |||||||||||
| 2024 | 3.78% | 6.99% | 1.46% | -4.45% | 6.69% | 7.18% | -1.88% | 2.33% | 1.70% | -0.48% | 5.66% | -6.24% | 23.93% |
| 2023 | 7.92% | -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% |
| 2020 | 1.46% | -7.22% | -11.18% | 15.31% | 7.15% | 4.47% | 6.03% | 8.17% | -4.37% | -2.46% | 12.10% | -1.32% | 27.73% |
| 2019 | 10.00% | 3.43% | 1.82% | 4.57% | -8.18% | 7.04% | 2.24% | -2.51% | -0.54% | 2.76% | 4.36% | -5.89% | 19.14% |
| 2018 | 7.99% | -1.91% | -2.87% | 1.57% | 4.52% | 0.86% | 2.49% | 4.52% | 0.95% | -8.94% | 0.48% | -18.73% | -11.41% |
| 2017 | 4.57% | 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 48, 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 Growth Fund (EALCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $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.
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 5.41%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.81% | Nov 1, 2007 | 338 | Mar 9, 2009 | 762 | Mar 15, 2012 | 1100 |
| -40.43% | Nov 22, 2021 | 277 | Dec 28, 2022 | 467 | Nov 6, 2024 | 744 |
| -34.67% | Oct 2, 2018 | 370 | Mar 23, 2020 | 76 | Jul 10, 2020 | 446 |
| -21.64% | Nov 28, 2014 | 303 | Feb 11, 2016 | 258 | Feb 21, 2017 | 561 |
| -12.83% | Jan 7, 2003 | 44 | Mar 11, 2003 | 39 | May 6, 2003 | 83 |
Volatility
Volatility Chart
The current Eaton Vance Growth Fund volatility is 5.31%, 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.