Eaton Vance Focused Growth Opportunities Fund (EIFGX)

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The chart shows the growth of an initial investment of $10,000 in Eaton Vance Focused Growth Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Eaton Vance Focused Growth Opportunities Fund (EIFGX) has returned -11.94% so far this year and 10.51% over the past 12 months. Looking at the last ten years, EIFGX has achieved an annualized return of 15.58%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Aug 3, 2012, EIFGX's average daily return is +0.07%, while the average monthly return is +1.32%. At this rate, your investment would double in approximately 4.4 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2020 with a return of +15.8%, while the worst month was Apr 2022 at -13.2%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.

On a daily basis, EIFGX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +11.4%, while the worst single day was Mar 16, 2020 at -13.0%.

Eaton Vance Focused Growth Opportunities Fund has an annualized alpha of 2.28%, beta of 1.12, and R² of 0.89 versus S&P 500 Index. Calculated based on daily prices since August 06, 2012.

• This fund captured 119.96% of S&P 500 Index gains and 104.80% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 2.28% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.12 and R² of 0.89, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

EIFGX has an expense ratio of 0.76%, placing it in the medium range.

EIFGX ranks 18 for risk / return — in the bottom 18% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Eaton Vance Focused Growth Opportunities Fund (EIFGX) and compare them to a chosen benchmark (S&P 500 Index).

Eaton Vance Focused Growth Opportunities Fund provided a 28.76% dividend yield over the last twelve months, with an annual payout of $6.58 per share. The fund has been increasing its distributions for 2 consecutive years.

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

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.

The table below displays the maximum drawdowns of the Eaton Vance Focused Growth Opportunities 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 Focused Growth Opportunities Fund was 36.93%, occurring on Oct 14, 2022. Recovery took 320 trading sessions.

The current Eaton Vance Focused Growth Opportunities Fund drawdown is 14.60%.

The chart below shows the rolling one-month volatility.