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Eaton Vance Focused Growth Opps A (EAFGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.71+0.37 (+1.59%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.37%
5-year average return13.42%
Number of years up11
Number of years down1
Best 1-yr total return (30 Apr 2024)44.21%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return44.21%
Worst 3-yr total return3.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEAFGXCategory
YTD14.34%12.38%
1-month1.80%5.09%
3-month14.34%10.28%
1-year42.88%41.70%
3-year7.61%22.56%
5-year15.28%21.98%
10-year14.01%15.99%
Last bull market38.09%25.99%
Last bear market-22.75%-17.29%

Annual total return (%) history

Year
EAFGXCategory
2024
N/AN/A
2023
41.89%N/A
2022
-32.41%N/A
2021
16.23%N/A
2020
44.21%35.86%
2019
29.45%31.90%
2018
0.62%-2.09%
2017
25.16%27.67%
2016
3.30%3.23%
2015
6.44%3.60%
2014
14.20%10.00%
2013
33.27%33.92%
2012
18.78%15.34%
2011
N/A-2.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.34%N/AN/AN/A
202313.55%13.36%-2.62%13.20%
2022-12.78%-22.75%-3.55%4.00%
20212.28%8.91%-2.43%6.95%
2020-15.96%31.04%11.69%17.24%
201916.87%1.55%-2.21%11.54%
20182.75%7.07%8.60%-15.78%
20177.86%5.46%2.95%6.87%
2016-3.42%1.51%6.79%-1.33%
20155.80%-0.10%-7.34%8.68%
20141.40%4.78%2.80%4.56%
20138.13%0.18%12.01%9.83%
201215.57%-3.24%7.32%-1.01%
2011-0.10%-18.36%8.11%N/A

Rank in category (by total return)

YTD22
1-month64
3-month22
1-year21
3-year65
5-year49

Load adjusted returns

1-year35.38%
3-year5.69%
5-year14.04%
10-year13.40%