EIFGX vs. EIAMX
Compare and contrast key facts about Eaton Vance Focused Growth Opportunities Fund (EIFGX) and Eaton Vance Multi-Asset Credit Fund (EIAMX).
EIFGX is managed by Eaton Vance. It was launched on Mar 7, 2011. EIAMX is managed by Eaton Vance. It was launched on Oct 31, 2011.
Performance
EIFGX vs. EIAMX - Performance Comparison
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EIFGX vs. EIAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EIFGX Eaton Vance Focused Growth Opportunities Fund | -11.94% | 14.48% | 42.07% | 42.23% | -32.01% | 16.33% | 44.64% | 35.77% | 0.68% | 25.44% |
EIAMX Eaton Vance Multi-Asset Credit Fund | -1.08% | 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, EIFGX achieves a -11.94% return, which is significantly lower than EIAMX's -1.08% return. Over the past 10 years, EIFGX has outperformed EIAMX with an annualized return of 15.58%, while EIAMX has yielded a comparatively lower 4.78% annualized return.
EIFGX
- 1D
- -0.26%
- 1M
- -8.45%
- YTD
- -11.94%
- 6M
- -10.43%
- 1Y
- 10.51%
- 3Y*
- 21.50%
- 5Y*
- 9.50%
- 10Y*
- 15.58%
EIAMX
- 1D
- 0.00%
- 1M
- -1.43%
- YTD
- -1.08%
- 6M
- -0.04%
- 1Y
- 4.63%
- 3Y*
- 6.59%
- 5Y*
- 3.91%
- 10Y*
- 4.78%
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EIFGX vs. EIAMX - Expense Ratio Comparison
EIFGX has a 0.76% expense ratio, which is higher than EIAMX's 0.71% expense ratio.
Return for Risk
EIFGX vs. EIAMX — Risk / Return Rank
EIFGX
EIAMX
EIFGX vs. EIAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Focused Growth Opportunities Fund (EIFGX) 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.
| EIFGX | EIAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 1.89 | -1.40 |
Sortino ratioReturn per unit of downside risk | 0.86 | 3.13 | -2.27 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.58 | -0.46 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 2.30 | -1.76 |
Martin ratioReturn relative to average drawdown | 1.95 | 10.45 | -8.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EIFGX | EIAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 1.89 | -1.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 1.24 | -0.81 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.21 | +0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.22 | +0.55 |
Correlation
The correlation between EIFGX and EIAMX is 0.46, 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
EIFGX vs. EIAMX - Dividend Comparison
EIFGX's dividend yield for the trailing twelve months is around 28.76%, more than EIAMX's 6.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIFGX Eaton Vance Focused Growth Opportunities Fund | 28.76% | 25.32% | 10.78% | 2.74% | 32.69% | 16.44% | 8.74% | 9.36% | 10.11% | 0.29% | 0.00% | 1.25% |
EIAMX Eaton Vance Multi-Asset Credit Fund | 6.52% | 7.04% | 7.35% | 5.52% | 5.46% | 4.10% | 4.46% | 4.94% | 2.41% | 2.88% | 3.15% | 3.77% |
Drawdowns
EIFGX vs. EIAMX - Drawdown Comparison
The maximum EIFGX drawdown since its inception was -36.93%, smaller than the maximum EIAMX drawdown of -43.35%. Use the drawdown chart below to compare losses from any high point for EIFGX and EIAMX.
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Drawdown Indicators
| EIFGX | EIAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.93% | -43.35% | +6.42% |
Max Drawdown (1Y)Largest decline over 1 year | -14.60% | -2.14% | -12.46% |
Max Drawdown (5Y)Largest decline over 5 years | -36.93% | -10.02% | -26.91% |
Max Drawdown (10Y)Largest decline over 10 years | -36.93% | -43.35% | +6.42% |
Current DrawdownCurrent decline from peak | -14.60% | -11.15% | -3.45% |
Average DrawdownAverage peak-to-trough decline | -5.95% | -16.21% | +10.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.02% | 0.47% | +3.55% |
Volatility
EIFGX vs. EIAMX - Volatility Comparison
Eaton Vance Focused Growth Opportunities Fund (EIFGX) has a higher volatility of 5.22% compared to Eaton Vance Multi-Asset Credit Fund (EIAMX) at 0.67%. This indicates that EIFGX'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.
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Volatility by Period
| EIFGX | EIAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.22% | 0.67% | +4.55% |
Volatility (6M)Calculated over the trailing 6-month period | 11.46% | 1.71% | +9.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.64% | 2.74% | +18.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.00% | 3.17% | +18.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.68% | 22.48% | -0.80% |