EHSTX vs. EIAMX
Compare and contrast key facts about Eaton Vance Large-Cap Value Fund (EHSTX) and Eaton Vance Multi-Asset Credit Fund (EIAMX).
EHSTX is managed by Eaton Vance. It was launched on Sep 23, 1931. EIAMX is managed by Eaton Vance. It was launched on Oct 31, 2011.
Performance
EHSTX vs. EIAMX - Performance Comparison
Loading graphics...
EHSTX vs. EIAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EHSTX Eaton Vance Large-Cap Value Fund | 0.60% | 12.11% | 11.25% | 7.93% | -2.80% | 24.25% | 2.29% | 30.84% | -6.96% | 14.79% |
EIAMX Eaton Vance Multi-Asset Credit Fund | -0.88% | 6.31% | 8.22% | 9.93% | -6.18% | 4.57% | 1.89% | 11.67% | -2.45% | 11.61% |
Returns By Period
In the year-to-date period, EHSTX achieves a 0.60% return, which is significantly higher than EIAMX's -0.88% return. Over the past 10 years, EHSTX has outperformed EIAMX with an annualized return of 9.84%, while EIAMX has yielded a comparatively lower 4.80% annualized return.
EHSTX
- 1D
- 2.17%
- 1M
- -5.87%
- YTD
- 0.60%
- 6M
- 4.82%
- 1Y
- 11.62%
- 3Y*
- 11.11%
- 5Y*
- 7.91%
- 10Y*
- 9.84%
EIAMX
- 1D
- 0.21%
- 1M
- -1.13%
- YTD
- -0.88%
- 6M
- 0.17%
- 1Y
- 4.85%
- 3Y*
- 6.66%
- 5Y*
- 3.95%
- 10Y*
- 4.80%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EHSTX vs. EIAMX - Expense Ratio Comparison
EHSTX has a 1.01% expense ratio, which is higher than EIAMX's 0.71% expense ratio.
Return for Risk
EHSTX vs. EIAMX — Risk / Return Rank
EHSTX
EIAMX
EHSTX vs. EIAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Large-Cap Value Fund (EHSTX) and Eaton Vance Multi-Asset Credit Fund (EIAMX). 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.
| EHSTX | EIAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 1.80 | -1.07 |
Sortino ratioReturn per unit of downside risk | 1.11 | 2.96 | -1.85 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.55 | -0.39 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 2.50 | -1.44 |
Martin ratioReturn relative to average drawdown | 4.39 | 11.20 | -6.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EHSTX | EIAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 1.80 | -1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 1.25 | -0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.21 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.22 | +0.29 |
Correlation
The correlation between EHSTX and EIAMX is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
EHSTX vs. EIAMX - Dividend Comparison
EHSTX's dividend yield for the trailing twelve months is around 6.05%, less than EIAMX's 6.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EHSTX Eaton Vance Large-Cap Value Fund | 6.05% | 6.12% | 4.03% | 2.93% | 4.25% | 7.32% | 1.94% | 2.76% | 10.94% | 5.88% | 1.33% | 11.02% |
EIAMX Eaton Vance Multi-Asset Credit Fund | 6.51% | 7.04% | 7.35% | 5.52% | 5.46% | 4.10% | 4.46% | 4.94% | 2.41% | 2.88% | 3.15% | 3.77% |
Drawdowns
EHSTX vs. EIAMX - Drawdown Comparison
The maximum EHSTX drawdown since its inception was -53.47%, which is greater than EIAMX's maximum drawdown of -43.35%. Use the drawdown chart below to compare losses from any high point for EHSTX and EIAMX.
Loading graphics...
Drawdown Indicators
| EHSTX | EIAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.47% | -43.35% | -10.12% |
Max Drawdown (1Y)Largest decline over 1 year | -11.79% | -2.14% | -9.65% |
Max Drawdown (5Y)Largest decline over 5 years | -16.44% | -10.02% | -6.42% |
Max Drawdown (10Y)Largest decline over 10 years | -39.30% | -43.35% | +4.05% |
Current DrawdownCurrent decline from peak | -6.30% | -10.97% | +4.67% |
Average DrawdownAverage peak-to-trough decline | -7.43% | -16.21% | +8.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 0.48% | +2.38% |
Volatility
EHSTX vs. EIAMX - Volatility Comparison
Eaton Vance Large-Cap Value Fund (EHSTX) has a higher volatility of 4.62% compared to Eaton Vance Multi-Asset Credit Fund (EIAMX) at 0.73%. This indicates that EHSTX's price experiences larger fluctuations and is considered to be riskier than EIAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EHSTX | EIAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 0.73% | +3.89% |
Volatility (6M)Calculated over the trailing 6-month period | 8.60% | 1.72% | +6.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.80% | 2.74% | +13.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.71% | 3.17% | +11.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.27% | 22.48% | -5.21% |