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Eaton Vance Real Estate A (EAREX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.730.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return11.21%
5-year average return9.29%
Number of years up8
Number of years down2
Best 1-yr total return (3 Feb 2019)31.20%
Worst 1-yr total return (3 Feb 2019)-10.32%
Best 3-yr total return31.20%
Worst 3-yr total return1.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEAREXCategory
YTD16.82%20.43%
1-month-0.19%2.69%
3-month11.25%11.34%
1-year36.67%36.79%
3-year8.88%10.81%
5-year6.25%7.03%
10-year7.89%9.08%
Last bull market30.06%31.03%
Last bear market-15.13%-16.60%

Annual total return (%) history

Year
EAREXCategory
2021
N/AN/A
2020
-10.32%-4.49%
2019
23.98%27.28%
2018
-4.61%-5.97%
2017
3.93%6.22%
2016
4.94%6.89%
2015
6.40%2.41%
2014
31.20%28.03%
2013
0.41%1.55%
2012
15.54%17.60%
2011
9.15%7.51%
2010
N/A27.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20219.69%N/AN/AN/A
2020-28.26%9.57%2.04%11.82%
201915.96%1.75%5.95%-0.82%
2018-6.89%9.09%-0.14%-5.97%
2017-0.42%1.23%0.95%2.13%
20165.26%3.34%-1.76%-1.80%
20155.81%-9.99%3.95%7.48%
201410.27%6.82%-2.58%14.33%
20135.16%-0.90%-2.97%-0.70%
201210.77%2.77%-0.14%1.63%
20116.70%3.64%-13.79%14.49%
201014.08%6.29%N/AN/A

Rank in category (by total return)

YTD23
1-month75
3-month31
1-year36
3-year76
5-year81

Load adjusted returns

1-year29.69%
3-year7.77%
5-year4.87%
10-year7.31%