Nasdaq - Delayed Quote USD

Eaton Vance Stock Fund (EAERX)

24.92 +0.29 (+1.18%)
At close: December 11 at 6:45:20 PM EST

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 17
Number of Years Down 5

Performance & Risk

YTD Return 33.14%
5y Average Return 15.46%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
EAERXCategory AverageEAERXCategory AverageEAERXCategory Average
Alpha 1.55 -0.01 0.14 -0.01 0.11 -0.01
BETA 0.94 0.01 0.97 0.01 0.96 0.01
Mean Annual Return 1.12 0.01 1.34 0.01 1.11 0.01
R-squared 95.82 0.94 96.88 0.95 96.61 0.95
Standard Deviation 16.77 0.17 17.88 0.19 14.91 0.15
Sharpe Ratio 0.56 0 0.76 0.01 0.78 0.01
Treynor Ratio 9.14 0.03 13.32 0.1 11.64 0.1

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