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Eaton Vance Focused Global Opps I (EFGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.98-0.14 (-0.93%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.81%
5-year average return7.13%
Number of years up4
Number of years down3
Best 1-yr total return (2 Oct 2023)31.77%
Worst 1-yr total return (2 Oct 2023)N/A
Best 3-yr total return31.77%
Worst 3-yr total return3.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEFGIXCategory
YTD6.81%9.95%
1-month-7.23%2.98%
3-month-7.71%8.22%
1-year16.89%40.81%
3-year7.57%19.17%
5-year7.13%18.49%
10-year0.00%11.83%
Last bull market45.61%21.12%
Last bear market-15.49%-20.34%

Annual total return (%) history

Year
EFGIXCategory
2023
N/AN/A
2022
-18.70%N/A
2021
24.90%N/A
2020
13.88%32.67%
2019
31.77%30.40%
2018
-7.80%-7.79%
2017
20.85%30.22%
2016
-0.48%2.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20238.93%6.39%N/AN/A
2022-6.88%-15.49%-7.82%12.08%
20214.83%8.63%1.70%7.84%
2020-21.87%20.06%5.85%14.69%
201913.50%4.86%0.34%10.34%
20180.95%1.37%3.98%-13.36%
20176.26%4.27%5.10%3.78%
2016-4.58%0.00%4.70%-0.38%

Rank in category (by total return)

YTD51
1-month27
3-month67
1-year30
3-year4
5-year26

Load adjusted returns

1-year16.69%
3-year9.24%
5-year8.84%
10-yearN/A