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Eaton Vance Atlanta Capital SMID-Cap R (ERSMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.93+0.05 (+0.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.14%
5-year average return9.54%
Number of years up12
Number of years down2
Best 1-yr total return (23 Apr 2024)35.43%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return35.43%
Worst 3-yr total return6.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnERSMXCategory
YTD9.49%17.04%
1-month3.47%-0.01%
3-month9.49%5.47%
1-year23.19%50.44%
3-year8.17%13.15%
5-year11.89%13.75%
10-year11.83%11.35%
Last bull market39.90%25.95%
Last bear market-11.92%-22.55%

Annual total return (%) history

Year
ERSMXCategory
2024
N/AN/A
2023
13.47%N/A
2022
-9.26%N/A
2021
21.60%N/A
2020
10.70%12.39%
2019
33.79%26.21%
2018
-5.84%-11.15%
2017
24.12%15.93%
2016
10.67%14.14%
2015
9.19%-4.75%
2014
4.65%7.80%
2013
35.43%34.10%
2012
13.66%16.15%
2011
5.10%-3.81%
2010
25.29%22.52%
2009
N/A37.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.49%N/AN/AN/A
20230.84%3.89%-2.28%10.82%
2022-4.82%-11.92%-2.92%11.49%
20218.29%5.15%-2.55%9.58%
2020-27.40%22.11%3.09%21.11%
201915.77%8.85%2.62%3.47%
20180.97%3.56%7.80%-16.47%
20175.14%4.93%3.38%8.83%
20163.21%3.23%1.48%2.36%
20155.91%2.83%-6.54%7.28%
2014-1.94%2.74%-3.63%7.78%
201313.14%2.09%7.48%9.08%
201210.60%-4.37%3.99%3.33%
20118.76%0.13%-17.57%17.08%
20107.77%-9.15%10.96%15.32%
20092.60%N/AN/AN/A

Rank in category (by total return)

YTD43
1-month81
3-month43
1-year42
3-year30
5-year25

Load adjusted returns

1-year23.19%
3-year8.17%
5-year11.89%
10-year11.83%