- ISIN
- US2779025400
- CUSIP
- 277902540
- Issuer
- Eaton Vance
- Inception Date
- Mar 7, 2011
- Category
- Large Cap Growth Equities
- Min. Investment
- $1,000,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
EIFGX Performance Chart
Eaton Vance Focused Growth Opportunities Fund (EIFGX) is up 1.1% since the beginning of the year. EIFGX is currently trading at $26 per share. Investors who bought $1,000 worth of EIFGX shares 5 years ago would now be looking at an investment worth $1,642.
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Returns By Period
Eaton Vance Focused Growth Opportunities Fund (EIFGX) has returned 1.12% so far this year and 7.43% over the past 12 months. Looking at the last ten years, EIFGX has achieved an annualized return of 16.34%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
Eaton Vance Focused Growth Opportunities Fund
- 1D
- 2.66%
- 1M
- -1.46%
- 6M
- 1.78%
- YTD
- 1.12%
- 1Y
- 7.43%
- 3Y*
- 20.47%
- 5Y*
- 10.43%
- 10Y*
- 16.34%
- ALL TIME*
- 16.15%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
EIFGX Monthly Returns History
Based on dividend-adjusted daily data since Aug 3, 2012, EIFGX's average daily return is +0.07%, while the average monthly return is +1.38%. At this rate, an investment would double in approximately 4.2 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.65% | -3.18% | -5.04% | 12.56% | 6.03% | -4.06% | -3.31% | 1.12% | |||||
| 2025 | 2.33% | -2.79% | -8.29% | 1.66% | 7.79% | 6.38% | 3.38% | -0.58% | 2.97% | 3.73% | -0.97% | -0.98% | 14.48% |
| 2024 | 4.28% | 7.73% | 1.84% | -5.16% | 7.72% | 7.17% | -1.83% | 2.82% | 1.67% | -0.32% | 5.38% | 5.20% | 42.07% |
| 2023 | 9.16% | -3.48% | 7.81% | 1.48% | 4.43% | 6.99% | 3.87% | -0.37% | -5.84% | -1.64% | 10.30% | 4.48% | 42.23% |
| 2022 | -9.49% | -3.14% | -0.44% | -13.17% | -1.24% | -9.88% | 12.73% | -4.54% | -10.32% | 7.74% | 4.93% | -7.61% | -32.01% |
| 2021 | -1.32% | 4.25% | -0.53% | 5.39% | -0.96% | 4.41% | 1.01% | 2.35% | -5.54% | 6.46% | -1.64% | 2.01% | 16.33% |
Benchmark Metrics
Eaton Vance Focused Growth Opportunities Fund has an annualized alpha of 1.77%, beta of 1.13, and R2 of 0.89 versus S&P 500 Index. Calculated based on daily prices since August 03, 2012.
- This fund captured 119.42% of S&P 500 Index gains and 106.86% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.13 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.
- Alpha
- 1.77%
- Beta
- 1.13
- R²
- 0.89
- Upside Capture
- 119.42%
- Downside Capture
- 106.86%
Expense Ratio
EIFGX has an expense ratio of 0.76%, placing it in the medium range.
Return for Risk
Risk / Return Rank
EIFGX ranks 8 for risk / return — above 8% of mutual funds peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Eaton Vance Focused Growth Opportunities Fund (EIFGX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EIFGX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.10 | ||
| Sortino ratioReturn per unit of downside risk | -1.42 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.25 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.37 | 2.00 | -1.64 |
| Martin ratioReturn relative to average drawdown | 1.15 | 8.49 | -7.34 |
Dividends
Dividend History
Eaton Vance Focused Growth Opportunities Fund provided a 25.04% 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.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $6.58 | $6.58 | $3.06 | $0.61 | $5.25 | $5.09 | $2.71 | $2.19 | $1.92 | $0.06 | $0.00 | $0.20 |
Dividend yield | 25.04% | 25.32% | 10.78% | 2.74% | 32.69% | 16.44% | 8.74% | 9.36% | 10.11% | 0.29% | 0.00% | 1.25% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.58 | $6.58 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.06 | $3.06 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $0.61 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.25 | $5.25 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.09 | $5.09 |
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.
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Worst Drawdowns
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 7.89%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-36.93%Oct 2022 | 11mo 9d | 1y 3mo | 2y 2moNov 2021 - Jan 2024 | Bear market2022 |
-31.44%Mar 2020 | 1mo 2d | 2mo 14d | 3mo 16dFeb 2020 - Jun 2020 | COVID crash2020 |
-22.17%Dec 2018 | 2mo 23d | 3mo 10d | 6mo 3dOct 2018 - Apr 2019 | Rate-hike selloffLate 2018 |
-21.85%Apr 2025 | 1mo 19d | 2mo 19d | 4mo 8dFeb 2025 - Jun 2025 | 2025 selloff2025 |
-19.58%Feb 2016 | 6mo 22d | 5mo 28d | 1y 15dJul 2015 - Aug 2016 | — |
Drawdown Indicators
| EIFGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.93% | -56.78% | +19.85% |
Max Drawdown (1Y)Largest decline over 1 year | -14.60% | -9.10% | -5.50% |
Max Drawdown (3Y)Largest decline over 3 years | -21.85% | -18.90% | -2.95% |
Max Drawdown (5Y)Largest decline over 5 years | -36.93% | -25.43% | -11.50% |
Max Drawdown (10Y)Largest decline over 10 years | -36.93% | -33.92% | -3.01% |
Current DrawdownCurrent decline from peak | -7.89% | -1.58% | -6.31% |
Average DrawdownAverage peak-to-trough decline | -5.89% | -10.70% | +4.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.63% | 2.14% | +2.49% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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