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Nasdaq - Delayed Quote USD

Eaton Vance Atlanta Capital SMID-Cap Fund (EAASX)

33.22
+0.16
+(0.48%)
At close: 8:03:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.70%
5y Average Return 15.77%
Number of Years Up 18
Number of Years Down 3
Best 1Y Total Return (Mar 31, 2025) 35.72%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 35.72%
Worst 3Y Total Return 5.45%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
EAASX
Category
YTD
-2.74%
17.04%
1-Month
-4.80%
-0.01%
3-Month
-9.68%
5.47%
1-Year
4.10%
50.44%
3-Year
6.94%
13.15%
5-Year
11.66%
13.75%
10-Year
10.88%
11.35%
Last Bull Market
18.65%
25.95%
Last Bear Market
-11.86%
-22.55%

Annual Total Return (%) History

Year
EAASX
Category
2024
13.33%
--
2023
13.72%
--
2022
-9.03%
--
2021
21.92%
--
2020
10.96%
12.39%
2019
34.10%
26.21%
2018
-5.57%
-11.15%
2017
24.42%
15.93%

2016
10.96%
14.14%
2015
9.45%
-4.75%
2014
4.90%
7.80%
2013
35.72%
34.10%
2012
13.91%
16.15%
2011
5.44%
-3.81%
2010
25.53%
22.52%
2009
34.94%
37.39%
2008
-26.20%
-39.18%
2007
11.74%
4.85%
2006
14.43%
14.03%
2005
4.51%
9.25%
2004
18.55%
16.30%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.56% -3.04% 10.07% -3.07%
2023 0.90% 3.95% -2.21% 10.88%
2022 -4.76% -11.86% -2.85% 11.56%
2021 8.37% 5.23% -2.47% 9.63%
2020 -27.33% 22.17% 3.12% 21.19%
2019 15.81% 8.92% 2.69% 3.53%
2018 1.05% 3.63% 7.86% -16.40%
2017 5.23% 4.97% 3.45% 8.87%
2016 3.28% 3.30% 1.54% 2.43%
2015 6.00% 2.87% -6.49% 7.34%

2014 -1.83% 2.75% -3.58% 7.86%
2013 13.21% 2.13% 7.57% 9.13%
2012 10.60% -4.28% 4.03% 3.43%
2011 8.87% 0.19% -17.55% 17.24%
2010 7.85% -9.14% 11.12% 15.27%
2009 -4.71% 17.65% 17.21% 2.69%
2008 -5.55% -2.23% -0.46% -19.71%
2007 3.67% 4.88% 1.28% 1.47%
2006 10.15% -2.99% 1.30% 5.72%
2005 -2.70% 1.90% 6.29% -0.83%
2004 4.05% 2.28% 0.37% 10.99%

Rank in Category (By Total Return)

YTD 97
1-Month 85
3-Month 95
1-Year 92
3-Year 42
5-Year 70

Load Adjusted Returns

1-Year -1.36%
3-Year 5.04%
5-Year 10.46%
10-Year 10.28%

Performance & Risk

YTD Return -4.70%
5y Average Return 15.77%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Eaton Vance
Net Assets 14.57B
YTD Return -2.74%
Yield 0.00%
Morningstar Rating
Inception Date Apr 30, 2002

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in small- to mid-cap stocks (the "80% Policy"). The portfolio managers generally consider small- to mid-cap companies to be those companies having market capitalizations within the range of companies comprising the Russell 2500™ Index.

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