EAASX vs. SPY

In the year-to-date period, EAASX achieves a -4.24% return, which is significantly lower than SPY's -0.89% return. Over the past 10 years, EAASX has underperformed SPY with an annualized return of 10.50%, while SPY has yielded a comparatively higher 12.57% annualized return.

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EAASX has a 1.14% expense ratio, which is higher than SPY's 0.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Atlanta Capital SMID-Cap Fund Class A (EAASX) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current EAASX Sharpe Ratio is 0.11, which is lower than the SPY Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of EAASX and SPY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EAASX's dividend yield for the trailing twelve months is around 4.29%, more than SPY's 1.24% yield.

The maximum EAASX drawdown since its inception was -45.55%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for EAASX and SPY.

Eaton Vance Atlanta Capital SMID-Cap Fund Class A (EAASX) has a higher volatility of 4.95% compared to SPDR S&P 500 ETF (SPY) at 4.45%. This indicates that EAASX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.