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Eaton Vance Glbl Macro Abs Ret Advtg R6 (EGRSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.56+0.01 (+0.09%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.29%
5-year average return5.77%
Number of years up4
Number of years down2
Best 1-yr total return (23 Jun 2024)14.78%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return14.78%
Worst 3-yr total return2.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEGRSXCategory
YTD6.29%1.90%
1-month2.01%0.35%
3-month3.80%1.41%
1-year10.43%7.92%
3-year4.84%3.65%
5-year6.39%3.77%
10-year4.68%2.82%
Last bull market8.12%6.13%
Last bear market-2.53%-3.74%

Annual total return (%) history

Year
EGRSXCategory
2024
N/AN/A
2023
8.47%N/A
2022
-1.95%N/A
2021
3.72%N/A
2020
4.82%3.44%
2019
14.78%6.69%
2018
-8.14%-1.17%
2017
N/A4.06%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.89%N/AN/AN/A
20232.30%4.19%-1.18%2.97%
2022-3.52%-2.53%-0.83%5.14%
2021-0.29%2.81%0.47%0.71%
2020-10.22%11.38%1.34%3.44%
20192.42%3.39%2.98%5.26%
20180.68%-3.93%-2.49%-2.60%
20170.28%0.93%N/AN/A

Rank in category (by total return)

YTD9
1-month8
3-month9
1-year16
3-year7
5-year5

Load adjusted returns

1-year10.43%
3-year4.84%
5-year6.39%
10-year4.68%