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Eaton Vance Atlanta Capital Focused Gr A (EAALX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.24+0.04 (+0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.53%
5-year average return14.45%
Number of years up17
Number of years down3
Best 1-yr total return (17 Jun 2024)38.09%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return38.09%
Worst 3-yr total return4.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEAALXCategory
YTD5.98%12.38%
1-month3.44%5.09%
3-month0.58%10.28%
1-year23.96%41.70%
3-year7.95%22.56%
5-year15.12%21.98%
10-year14.08%15.99%
Last bull market23.48%25.99%
Last bear market-12.83%-17.29%

Annual total return (%) history

Year
EAALXCategory
2024
N/AN/A
2023
25.25%N/A
2022
-20.43%N/A
2021
30.09%N/A
2020
26.95%35.86%
2019
38.09%31.90%
2018
8.55%-2.09%
2017
27.09%27.67%
2016
3.15%3.23%
2015
2.55%3.60%
2014
8.40%10.00%
2013
26.85%33.92%
2012
17.64%15.34%
2011
-5.96%-2.46%
2010
17.65%15.53%
2009
33.04%35.68%
2008
-36.89%-40.67%
2007
12.10%13.35%
2006
8.44%7.05%
2005
3.62%6.71%
2004
5.75%7.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.39%N/AN/AN/A
20236.70%6.28%-2.64%13.45%
2022-11.14%-12.83%-5.23%8.40%
20212.20%10.81%4.16%10.28%
2020-13.05%21.58%10.03%9.15%
201918.45%6.84%2.93%6.01%
20184.31%4.33%9.27%-8.71%
20176.55%5.56%5.83%6.77%
2016-0.16%-0.64%3.70%0.27%
20151.35%-0.07%-5.61%7.26%
2014-0.41%3.83%0.07%4.77%
20136.40%-0.95%6.79%12.70%
201221.51%-8.89%7.43%-1.08%
20119.97%1.19%-18.17%3.28%
20104.61%-13.63%15.78%12.47%
2009-5.37%17.02%15.07%4.40%
2008-7.83%0.18%-10.32%-23.79%
2007-0.70%7.70%4.85%-0.02%
20063.23%-3.30%3.41%5.05%
2005-2.09%0.56%3.60%1.59%
2004-1.53%2.33%-1.99%7.09%

Rank in category (by total return)

YTD90
1-month81
3-month77
1-year85
3-year40
5-year58

Load adjusted returns

1-year17.45%
3-year6.02%
5-year13.89%
10-year13.47%