Eaton Vance-Atlanta Capital Focused Growth (EILGX)

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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.

Eaton Vance-Atlanta Capital Focused Growth (EILGX) has returned -11.94% so far this year and -2.44% over the past 12 months. Looking at the last ten years, EILGX has achieved an annualized return of 13.40%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since May 1, 2002, EILGX's average daily return is +0.04%, while the average monthly return is +0.79%. At this rate, your investment would double in approximately 7.3 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +13.7%, while the worst month was Oct 2008 at -18.1%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, EILGX closed higher 51% of trading days. The best single day was Oct 13, 2008 with a return of +11.5%, while the worst single day was Mar 16, 2020 at -11.5%.

Eaton Vance-Atlanta Capital Focused Growth has an annualized alpha of 1.16%, beta of 0.97, and R² of 0.92 versus S&P 500 Index. Calculated based on daily prices since May 02, 2002.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (97.52%) than losses (93.41%) — typical of diversified or defensive assets.
• With beta of 0.97 and R² of 0.92, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

EILGX has an expense ratio of 0.78%, placing it in the medium range.

EILGX ranks 3 for risk / return — in the bottom 3% 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-Atlanta Capital Focused Growth (EILGX) and compare them to a chosen benchmark (S&P 500 Index).

Eaton Vance-Atlanta Capital Focused Growth provided a 17.48% dividend yield over the last twelve months, with an annual payout of $2.67 per share. The fund has been increasing its distributions for 3 consecutive years.

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.

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-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 51.01%, occurring on Mar 9, 2009. Recovery took 465 trading sessions.

The current Eaton Vance-Atlanta Capital Focused Growth drawdown is 13.88%.

The chart below shows the rolling one-month volatility.