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Nasdaq - Delayed Quote USD

Eaton Vance Stock Fund (ECERX)

18.65
+0.19
+(1.03%)
At close: 8:01:05 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.72%
5y Average Return 14.09%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (Apr 29, 2025) 34.04%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 34.04%
Worst 3Y Total Return 5.60%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ECERX
Category
YTD
-5.57%
5.31%
1-Month
-6.38%
-4.19%
3-Month
-5.57%
3.90%
1-Year
8.38%
20.31%
3-Year
9.36%
6.48%
5-Year
17.22%
11.78%
10-Year
10.90%
10.96%
Last Bull Market
22.46%
25.56%
Last Bear Market
-15.03%
-15.11%

Annual Total Return (%) History

Year
ECERX
Category
2025
--
--
2024
29.61%
--
2023
23.13%
22.32%
2022
-17.46%
-16.96%
2021
21.88%
26.07%
2020
17.36%
15.83%
2019
34.04%
28.78%
2018
-6.60%
-6.27%

2017
18.94%
20.44%
2016
6.00%
10.37%
2015
3.77%
-1.07%
2014
11.16%
10.96%
2013
31.73%
31.50%
2012
14.78%
14.96%
2011
-2.76%
-1.27%
2010
9.40%
14.01%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.57% -- -- --
2024 12.92% 6.48% 5.47% 2.20%
2023 5.54% 7.28% -2.79% 11.87%
2022 -4.91% -15.03% -4.26% 6.70%
2021 3.83% 8.82% -1.41% 9.40%
2020 -19.61% 21.52% 8.95% 10.27%
2019 15.09% 5.92% 1.94% 7.86%
2018 -1.17% 3.37% 6.69% -14.31%
2017 4.54% 3.85% 3.18% 6.19%
2016 0.47% 1.45% 2.05% 1.90%

2015 3.57% 0.78% -7.01% 6.91%
2014 2.30% 5.75% -0.35% 3.11%
2013 10.00% 1.93% 6.36% 10.46%
2012 13.20% -4.46% 6.90% -0.72%
2011 4.97% -0.86% -15.28% 10.29%
2010 4.46% -13.10% 9.54% 10.03%

Rank in Category (By Total Return)

YTD 81
1-Month 84
3-Month 81
1-Year 17
3-Year 19
5-Year 60

Load Adjusted Returns

1-Year 7.45%
3-Year 9.36%
5-Year 17.22%
10-Year 10.90%

Performance & Risk

YTD Return -5.72%
5y Average Return 14.09%
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Eaton Vance
Net Assets 92.62M
YTD Return -5.57%
Yield 0.00%
Morningstar Rating
Inception Date Sep 03, 2008

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.

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