EAH.L vs. EAERX

Last updated Jun 5, 2026

EAH.L (Eco Animal Health Group plc) is a stock, while EAERX (Eaton Vance Stock Fund) is Large Cap Blend Equities fund managed by Eaton Vance. Over the past 10 years, EAH.L returned -12.94%/yr vs 16.75%/yr for EAERX. At a 0.01 correlation, their price movements are largely independent.

Performance

EAH.L vs. EAERX - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Eco Animal Health Group plc (EAH.L) and Eaton Vance Stock Fund (EAERX). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

EAH.L is traded in GBp, while EAERX is traded in USD. To make them comparable, the EAERX values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, EAH.L achieves a -11.00% return, which is significantly lower than EAERX's 6.48% return. Over the past 10 years, EAH.L has underperformed EAERX with an annualized return of -12.94%, while EAERX has yielded a comparatively higher 16.75% annualized return.

EAH.L

• 1D: 0.00%
• 1M: -0.53%
• YTD: -11.00%
• 6M: -14.29%
• 1Y: 48.80%
• 3Y*: -3.81%
• 5Y*: -24.49%
• 10Y*: -12.94%

EAERX

• 1D: 0.14%
• 1M: 2.99%
• YTD: 6.48%
• 6M: 4.85%
• 1Y: 19.09%
• 3Y*: 24.59%
• 5Y*: 17.24%
• 10Y*: 16.75%

*Multi-year figures are annualized to reflect compound growth (CAGR)

EAH.L vs. EAERX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
EAH.L Eco Animal Health Group plc	-11.00%	47.18%	-34.56%	7.43%	-36.88%	-35.15%	19.57%	-47.44%	-29.50%	19.78%
EAERX Eaton Vance Stock Fund	6.48%	5.17%	55.76%	18.01%	-7.07%	24.01%	14.75%	29.91%	-0.36%	9.53%

Correlation

The correlation between EAH.L and EAERX is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.02
Correlation (3Y) Calculated over the trailing 3-year period	0.02
Correlation (5Y) Calculated over the trailing 5-year period	0.05
Correlation (10Y) Calculated over the trailing 10-year period	0.03
Correlation (All Time) Calculated using the full available price history since Jul 4, 2007	0.01

Return for Risk

EAH.L vs. EAERX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EAH.L

EAH.L Risk / Return Rank: 76
EAH.L Sharpe Ratio Rank: 75
EAH.L Sortino Ratio Rank: 77
EAH.L Omega Ratio Rank: 78
EAH.L Calmar Ratio Rank: 76
EAH.L Martin Ratio Rank: 74

EAERX

EAERX Risk / Return Rank: 28
EAERX Sharpe Ratio Rank: 28
EAERX Sortino Ratio Rank: 27
EAERX Omega Ratio Rank: 27
EAERX Calmar Ratio Rank: 23
EAERX Martin Ratio Rank: 33

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EAH.L vs. EAERX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eco Animal Health Group plc (EAH.L) and Eaton Vance Stock Fund (EAERX). 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.

	EAH.L	EAERX	Difference
Sharpe ratio: Return per unit of total volatility	1.19	1.59	-0.40
Sortino ratio: Return per unit of downside risk	2.15	2.16	-0.01
Omega ratio: Gain probability vs. loss probability	1.29	1.30	-0.01
Calmar ratio: Return relative to maximum drawdown	2.18	1.84	+0.34
Martin ratio: Return relative to average drawdown	4.76	6.41	-1.66
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EAH.L vs. EAERX - Sharpe Ratio Comparison

The current EAH.L Sharpe Ratio is 1.19, which is comparable to the EAERX Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of EAH.L and EAERX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	EAH.L	EAERX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.19	1.59	-0.40
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.55	0.83	-1.39
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.30	0.82	-1.13
Sharpe Ratio (All Time) Calculated using the full available price history	0.12	0.69	-0.57

Drawdowns

EAH.L vs. EAERX - Drawdown Comparison

The maximum EAH.L drawdown since its inception was -91.81%, which is greater than EAERX's maximum drawdown of -26.77%. Use the drawdown chart below to compare losses from any high point for EAH.L and EAERX.

Drawdown Indicators

	EAH.L	EAERX	Difference
Max Drawdown Largest peak-to-trough decline	-91.81%	-26.77%	-65.04%
Max Drawdown (1Y) Largest decline over 1 year	-22.81%	-10.22%	-12.59%
Max Drawdown (3Y) Largest decline over 3 years	-60.84%	-22.63%	-38.21%
Max Drawdown (5Y) Largest decline over 5 years	-86.40%	-22.63%	-63.77%
Max Drawdown (10Y) Largest decline over 10 years	-91.81%	-25.90%	-65.91%
Current Drawdown Current decline from peak	-85.22%	-0.11%	-85.11%
Average Drawdown Average peak-to-trough decline	-37.83%	-4.53%	-33.30%
Ulcer Index Depth and duration of drawdowns from previous peaks	10.48%	2.92%	+7.56%

Volatility

EAH.L vs. EAERX - Volatility Comparison

Eco Animal Health Group plc (EAH.L) has a higher volatility of 4.60% compared to Eaton Vance Stock Fund (EAERX) at 2.73%. This indicates that EAH.L's price experiences larger fluctuations and is considered to be riskier than EAERX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EAH.L	EAERX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.60%	2.73%	+1.87%
Volatility (6M) Calculated over the trailing 6-month period	28.42%	8.55%	+19.87%
Volatility (1Y) Calculated over the trailing 1-year period	41.99%	11.85%	+30.14%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	44.18%	20.81%	+23.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	42.94%	20.45%	+22.49%

Dividends

EAH.L vs. EAERX - Dividend Comparison

EAH.L has not paid dividends to shareholders, while EAERX's dividend yield for the trailing twelve months is around 8.44%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EAERX Eaton Vance Stock Fund	8.44%	8.95%	29.39%	17.32%	14.50%	12.48%	1.96%	3.92%	12.04%	7.77%	2.87%	8.13%
EAH.L Eco Animal Health Group plc	0.00%	0.00%	0.00%	0.00%	0.00%	0.62%	0.00%	7.27%	3.10%	1.19%	1.13%	1.50%

Frequently Asked Questions

Can I hold both EAH.L and EAERX in my portfolio?

EAH.L and EAERX have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.