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Eaton Vance-Atlanta Capital Focused Growth (EILGX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US2779027224

CUSIP

277902722

Issuer

Eaton Vance

Inception Date

Apr 30, 2002

Min. Investment

$250,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

EILGX features an expense ratio of 0.78%, falling within the medium range.


Expense ratio chart for EILGX: current value at 0.78% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.78%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
EILGX vs. TAN EILGX vs. QCLN EILGX vs. FAGCX EILGX vs. FXAIX
Popular comparisons:
EILGX vs. TAN EILGX vs. QCLN EILGX vs. FAGCX EILGX vs. FXAIX

Performance

Performance Chart

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


-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-2.37%
9.25%
EILGX (Eaton Vance-Atlanta Capital Focused Growth)
Benchmark (^GSPC)

Returns By Period

Eaton Vance-Atlanta Capital Focused Growth had a return of 2.99% year-to-date (YTD) and 6.07% in the last 12 months. Over the past 10 years, Eaton Vance-Atlanta Capital Focused Growth had an annualized return of 2.64%, while the S&P 500 had an annualized return of 11.26%, indicating that Eaton Vance-Atlanta Capital Focused Growth did not perform as well as the benchmark.


EILGX

YTD

2.99%

1M

1.14%

6M

-2.06%

1Y

6.07%

5Y*

10.16%

10Y*

2.64%

^GSPC (Benchmark)

YTD

3.96%

1M

1.97%

6M

9.03%

1Y

22.16%

5Y*

12.60%

10Y*

11.26%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.37%2.99%
20241.23%4.12%1.00%-3.69%3.49%2.38%2.32%1.21%0.89%-3.26%3.58%-6.52%6.32%
20235.35%-3.55%5.12%1.37%-0.95%5.95%3.10%0.50%-5.98%-2.25%11.52%3.62%25.04%
2022-8.51%-6.69%4.16%-6.49%-1.12%-5.67%9.24%-4.88%-8.68%5.70%6.67%-4.18%-20.48%
2021-3.19%1.92%3.69%7.41%-0.47%3.74%6.16%3.52%-5.18%6.10%-0.95%2.63%27.49%
20202.25%-6.34%-9.12%13.70%6.74%0.18%6.12%6.19%-2.36%-2.02%9.88%0.82%26.39%
20197.65%5.66%4.10%3.51%-2.86%6.32%1.43%1.82%-0.30%0.80%2.76%2.31%38.14%
20187.85%-2.32%-1.02%0.91%1.81%1.67%4.59%3.34%1.11%-4.40%2.72%-21.57%-8.32%
20173.13%2.37%0.92%3.57%3.72%-1.62%1.82%0.85%3.13%3.28%2.70%-35.06%-17.87%
2016-5.84%-0.18%6.30%-1.29%2.79%-2.12%4.76%-0.91%0.08%-1.66%1.27%-14.17%-11.88%
2015-2.44%6.62%-2.55%0.42%1.83%-2.21%2.48%-5.39%-2.55%9.29%-0.48%-19.49%-16.14%
2014-3.09%4.23%-1.28%-0.94%3.42%1.41%-1.66%3.74%-1.90%3.67%2.01%-8.38%0.44%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of EILGX is 30, 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 EILGX is 3030
Overall Rank
The Sharpe Ratio Rank of EILGX is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of EILGX is 2020
Sortino Ratio Rank
The Omega Ratio Rank of EILGX is 1919
Omega Ratio Rank
The Calmar Ratio Rank of EILGX is 5656
Calmar Ratio Rank
The Martin Ratio Rank of EILGX is 3434
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-Atlanta Capital Focused Growth (EILGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for EILGX, currently valued at 0.60, compared to the broader market-1.000.001.002.003.004.000.601.83
The chart of Sortino ratio for EILGX, currently valued at 0.84, compared to the broader market0.002.004.006.008.0010.0012.000.842.47
The chart of Omega ratio for EILGX, currently valued at 1.11, compared to the broader market1.002.003.004.001.111.33
The chart of Calmar ratio for EILGX, currently valued at 0.88, compared to the broader market0.005.0010.0015.0020.000.882.76
The chart of Martin ratio for EILGX, currently valued at 2.65, compared to the broader market0.0020.0040.0060.0080.002.6511.27
EILGX
^GSPC

The current Eaton Vance-Atlanta Capital Focused Growth Sharpe ratio is 0.60. 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-Atlanta Capital Focused Growth 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 Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
0.60
1.83
EILGX (Eaton Vance-Atlanta Capital Focused Growth)
Benchmark (^GSPC)

Dividends

Dividend History

Eaton Vance-Atlanta Capital Focused Growth provided a 0.16% dividend yield over the last twelve months, with an annual payout of $0.03 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%0.10%0.20%0.30%0.40%$0.00$0.01$0.02$0.03$0.04$0.0520142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.03$0.03$0.02$0.01$0.00$0.00$0.00$0.00$0.00$0.03$0.05$0.05

Dividend yield

0.16%0.16%0.09%0.04%0.00%0.00%0.01%0.00%0.00%0.29%0.43%0.32%

Monthly Dividends

The table displays the monthly dividend distributions for Eaton Vance-Atlanta Capital Focused Growth. 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
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.03
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.02$0.02
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.01
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$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.03
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.05$0.05
2014$0.05$0.05

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.


-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-4.07%
-0.07%
EILGX (Eaton Vance-Atlanta Capital Focused Growth)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Eaton Vance-Atlanta Capital Focused Growth. 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-Atlanta Capital Focused Growth was 58.43%, occurring on Mar 9, 2009. Recovery took 1052 trading sessions.

The current Eaton Vance-Atlanta Capital Focused Growth drawdown is 4.07%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-58.43%Nov 1, 2007338Mar 9, 20091052May 14, 20131390
-52.32%Dec 8, 20141019Dec 24, 2018629Jun 24, 20211648
-27.56%Nov 17, 2021227Oct 12, 2022318Jan 19, 2024545
-9.67%Dec 18, 200651Mar 5, 200762Jun 1, 2007113
-9.21%Feb 12, 2004126Aug 12, 200464Nov 11, 2004190

Volatility

Volatility Chart

The current Eaton Vance-Atlanta Capital Focused Growth volatility is 2.80%, 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.


2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
2.80%
3.21%
EILGX (Eaton Vance-Atlanta Capital Focused Growth)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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