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Eaton Vance Large-Cap Value R6 (ERLVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.44-0.22 (-0.86%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.43%
5-year average return9.94%
Number of years up6
Number of years down3
Best 1-yr total return (23 Jun 2024)30.17%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return30.17%
Worst 3-yr total return5.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnERLVXCategory
YTD8.52%4.44%
1-month2.67%-4.04%
3-month5.55%4.09%
1-year20.63%14.37%
3-year6.68%6.04%
5-year11.36%9.20%
10-year9.00%8.57%
Last bull market22.61%22.97%
Last bear market-11.18%-11.27%

Annual total return (%) history

Year
ERLVXCategory
2024
N/AN/A
2023
8.26%11.63%
2022
-2.50%-5.90%
2021
24.69%26.22%
2020
2.64%2.91%
2019
30.17%25.04%
2018
-6.54%-8.53%
2017
15.25%15.94%
2016
9.90%14.81%
2015
-0.79%-4.05%
2014
N/A10.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.93%N/AN/AN/A
2023-1.19%3.84%-3.05%8.83%
20222.22%-11.18%-3.73%11.55%
202111.03%4.61%-1.08%8.52%
2020-26.39%14.04%5.59%15.81%
201912.81%5.78%1.51%7.47%
2018-2.23%2.54%7.88%-13.59%
20172.79%1.49%3.46%6.79%
2016-0.21%1.89%1.87%6.11%
20151.30%-0.53%-7.68%6.66%
20142.89%N/AN/AN/A

Rank in category (by total return)

YTD37
1-month68
3-month18
1-year67
3-year44
5-year52

Load adjusted returns

1-year20.63%
3-year6.68%
5-year11.36%
10-year9.00%