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Eaton Vance Atlanta Capital Focused Gr C (EAGCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.63+0.03 (+0.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.25%
5-year average return13.52%
Number of years up11
Number of years down1
Best 1-yr total return (9 Jun 2024)37.11%
Worst 1-yr total return (9 Jun 2024)N/A
Best 3-yr total return37.11%
Worst 3-yr total return3.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEAGCXCategory
YTD5.64%12.38%
1-month3.38%5.09%
3-month0.44%10.28%
1-year23.10%41.70%
3-year7.16%22.56%
5-year14.27%21.98%
10-year13.23%15.99%
Last bull market23.05%25.99%
Last bear market-13.01%-17.29%

Annual total return (%) history

Year
EAGCXCategory
2024
N/AN/A
2023
24.35%N/A
2022
-21.01%N/A
2021
29.12%N/A
2020
25.93%35.86%
2019
37.11%31.90%
2018
7.73%-2.09%
2017
26.10%27.67%
2016
2.40%3.23%
2015
1.78%3.60%
2014
7.68%10.00%
2013
25.75%33.92%
2012
16.93%15.34%
2011
N/A-2.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.16%N/AN/AN/A
20236.50%6.10%-2.84%13.27%
2022-11.31%-13.01%-5.32%8.14%
20212.06%10.58%3.90%10.10%
2020-13.17%21.31%9.71%8.96%
201918.15%6.70%2.71%5.89%
20184.02%4.29%8.95%-8.85%
20176.31%5.41%5.55%6.61%
2016-0.33%-0.90%3.55%0.11%
20151.10%-0.20%-5.79%7.07%
2014-0.48%3.61%-0.20%4.65%
20136.22%-1.20%6.66%12.35%
201221.41%-9.11%7.22%-1.18%
2011-18.27%2.97%N/AN/A

Rank in category (by total return)

YTD91
1-month82
3-month78
1-year88
3-year50
5-year69

Load adjusted returns

1-year22.10%
3-year7.16%
5-year14.27%
10-year13.23%