Nasdaq - Delayed Quote USD

Eaton Vance Stock I (EIERX)

21.36
+0.04
+(0.19%)
At close: May 30 at 8:00:36 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.85%
5y Average Return 15.75%
Number of Years Up 13
Number of Years Down 3
Best 1Y Total Return (May 29, 2025) 35.32%
Worst 1Y Total Return (May 29, 2025) --
Best 3Y Total Return 35.32%
Worst 3Y Total Return 6.67%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
EIERX
Category
YTD
-5.35%
5.31%
1-Month
0.00%
-4.19%
3-Month
-7.92%
3.90%
1-Year
14.44%
20.31%
3-Year
13.64%
6.48%
5-Year
15.39%
11.78%
10-Year
11.97%
10.96%
Last Bull Market
23.19%
25.56%
Last Bear Market
-14.81%
-15.11%

Annual Total Return (%) History

Year
EIERX
Category
2025
--
--
2024
30.89%
--
2023
24.41%
22.32%
2022
-16.62%
-16.96%
2021
23.12%
26.07%
2020
18.53%
15.83%
2019
35.32%
28.78%
2018
-5.63%
-6.27%

2017
20.14%
20.44%
2016
7.05%
10.37%
2015
4.83%
-1.07%
2014
12.24%
10.96%
2013
33.14%
31.50%
2012
15.88%
14.96%
2011
-1.86%
-1.27%
2010
10.41%
14.01%
2009
24.94%
28.17%
2008
--
-37.79%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.35% -- -- --
2024 13.17% 6.73% 5.72% 2.50%
2023 5.82% 7.55% -2.56% 12.18%
2022 -4.64% -14.81% -4.03% 6.95%
2021 4.16% 9.07% -1.19% 9.69%
2020 -19.41% 21.88% 9.20% 10.51%
2019 15.29% 6.25% 2.22% 8.08%
2018 -0.91% 3.64% 6.89% -14.02%
2017 4.83% 4.12% 3.38% 6.48%
2016 0.73% 1.73% 2.26% 2.17%

2015 3.83% 1.06% -6.79% 7.19%
2014 2.52% 6.03% -0.11% 3.36%
2013 10.28% 2.24% 6.60% 10.77%
2012 13.48% -4.28% 7.24% -0.52%
2011 5.15% -0.64% -15.05% 10.58%
2010 4.61% -12.80% 9.64% 10.40%
2009 -9.57% 13.63% 14.27% 6.41%
2008 -17.96% -- -- --

Rank in Category (By Total Return)

YTD 63
1-Month 17
3-Month 51
1-Year 6
3-Year 7
5-Year 30

Load Adjusted Returns

1-Year 14.44%
3-Year 13.64%
5-Year 15.39%
10-Year 11.97%

Performance & Risk

YTD Return 0.85%
5y Average Return 15.75%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Eaton Vance
Net Assets 91.47M
YTD Return -5.35%
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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