Nasdaq - Delayed Quote USD
Eaton Vance Stock Fund (EAERX)
21.26
+0.04
+(0.19%)
At close: 8:05:36 AM EDT
Fund Summary
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of common stocks. The advisor generally intends to maintain investments in all or substantially all of the market sectors represented in the S&P 500® Index. The fund may invest up to 25% of its total assets in foreign securities which may be issued by companies domiciled in developed or emerging market countries.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.01% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 0.81% |
| 5y Average Return | 15.47% |
| Rank in Category (ytd) | 64 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| EAERX | Category Average | EAERX | Category Average | EAERX | Category Average | |
| Alpha | 1.43 | -0.01 | 0.1 | -0.01 | -0.2 | -0.01 |
| BETA | 0.94 | 0.01 | 0.95 | 0.01 | 0.96 | 0.01 |
| Mean Annual Return | 1.15 | 0.01 | 1.28 | 0.01 | 1.02 | 0.01 |
| R-squared | 96.09 | 0.94 | 96.06 | 0.95 | 96.78 | 0.95 |
| Standard Deviation | 15.76 | 0.17 | 15.7 | 0.19 | 15.06 | 0.15 |
| Sharpe Ratio | 0.59 | 0 | 0.8 | 0.01 | 0.68 | 0.01 |
| Treynor Ratio | 9.17 | 0.03 | 12.85 | 0.1 | 10.06 | 0.1 |
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