Nasdaq - Delayed Quote USD
Eaton Vance Stock Fund (ECERX)
18.65
+0.19
+(1.03%)
At close: 8:01:05 PM 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 | 34.04% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ECERX | Category Average | ECERX | Category Average | ECERX | Category Average | |
| Alpha | 0.48 | -0.01 | -0.67 | -0.01 | -1.07 | -0.01 |
| BETA | 0.94 | 0.01 | 0.96 | 0.01 | 0.96 | 0.01 |
| Mean Annual Return | 0.86 | 0.01 | 1.45 | 0.01 | 0.96 | 0.01 |
| R-squared | 96.56 | 0.94 | 96.39 | 0.95 | 96.76 | 0.95 |
| Standard Deviation | 16.64 | 0.17 | 16.63 | 0.19 | 15.06 | 0.15 |
| Sharpe Ratio | 0.35 | 0 | 0.88 | 0.01 | 0.64 | 0.01 |
| Treynor Ratio | 5.03 | 0.03 | 14.96 | 0.1 | 9.28 | 0.1 |
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