EACPX vs. SPY

In the year-to-date period, EACPX achieves a -8.14% return, which is significantly lower than SPY's -5.13% return. Over the past 10 years, EACPX has underperformed SPY with an annualized return of 11.31%, while SPY has yielded a comparatively higher 12.11% annualized return.

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EACPX has a 1.25% 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 Tax Managed Multi Cap Growth Fund (EACPX) 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 EACPX Sharpe Ratio is 0.33, which is lower than the SPY Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of EACPX 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.

EACPX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.29%.

The maximum EACPX drawdown since its inception was -63.39%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for EACPX and SPY. For additional features, visit the drawdowns tool.

Eaton Vance Tax Managed Multi Cap Growth Fund (EACPX) and SPDR S&P 500 ETF (SPY) have volatilities of 14.81% and 15.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.