Eaton Vance

  • Eaton Vance Tax-Managed Small-Cap Fund

Eaton Vance Tax-Managed Small-Cap Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1997 4.2 -1.7 -3.5 0 0 0 0 0 0 0 0 0 0
1998 10.7 6.6 4.5 10.2 -19.5 -7.1 5 -6.9 0.6 4 8.2 -1.3 11
1999 14.2 9.2 6.1 4.3 -0.3 -1.1 8.4 2 1.4 3.4 -8.2 0.2 44.9
2000 13.4 -19.7 -7.1 -4.4 12 -7.5 11.7 -6.1 -11.3 -0.9 21.1 -2.5 -8.8
2001 4.6 8.4 11 -17.9 -7.5 -4.5 -2 1.1 16 -13.3 -17.8 -1.5 -26.3
2002 -7 7.5 3.4 -6.2 1.8 -13.4 -8.2 -4.5 -4.9 7.1 -6.9 -4.5 -32.1
2003 -0.7 3.8 8.5 -5.3 5 5.3 0.1 7.3 6.5 0.6 -3.1 -1.2 0
2004 2.3 6.5 3.6 5.2 -4 -7.2 2.6 1 -4.8 -0.5 -0.5 -0.1 3.2
2005 1.5 5.5 -4.6 2.2 -0.1 6 2.2 5.2 -7.5 -3.6 3 -2.8 6.1
2006 -1.1 3.2 6.6 1 2.6 -3.2 -1.3 -5.7 1 5.9 -2.3 8.5 15.1
2007 3.7 -6.5 5.4 4.6 -0.1 -5 0.7 5.9 4.4 1.8 1.6 4 21.5
2008 0.1 -10.9 -24.2 -16.3 -0.2 -3.9 1.4 9.7 7.1 0.2 1 -8.9 -40.3
2009 6.6 4.6 -3.9 5.9 3.3 8.8 0.7 2.6 12 7 -6.1 -7 37.8
2010 8.8 2.8 4.8 10.4 -6 4.9 -5.2 -7.5 5.3 5.3 3.3 -3 24.5
2011 -1.2 2 12.5 -10.9 -8.7 -3.9 -2.6 -2.1 1.2 2.3 6.5 0.3 -6.3
2012 2.5 -0.1 -0.3 2.2 4.8 -1.3 3.4 -7.8 -1.8 2 3.8 4 11.2
2013 2.7 2.3 2.8 5.4 -0.7 8.1 -0.8 2.7 -2.7 3.4 1.1 6.4 34.7
2014 0.7 0.2 4.4 -4.9 5.3 -6.5 4.5 1.1 -2.3 0.7 3.7 -3.8 2.3
2015 -5.1 1.4 2.9 -4.5 -3.9 -0.8 0.4 3.7 -3.6 2.5 7 -2.7 -3.6
2016 2.5 8.3 -1.8 -0.2 1.5 3.3 -1.4 3.8 -0.1 7.6 0.2 -6.3 17.9
2017 0.1 3.1 1.2 4.7 -1.3 0.6 2.5 -0.8 0.2 0.6 2.6 0.1 14.4
2018 -10.4 2.5 -10 -0.4 3.8 1.6 0.6 5.7 0.3 0.9 -3.4 3.5 0
2019 -7 3.5 -0.3 0.4 -2.8 1.8 6.8 -4.2 4.3 -1.2 5.7 9.7 16.6
2020 -2.2 11.9 2.7 -5 3.6 4.4 0.6 5.1 10.2 -16.9 -8.3 -1.6 11.5
2021 -3.4 -3.7 5 -2.9 1.6 0 -0.4 0 3.4 13.7 6.2 -0.1 8.5
2022 -8.3 3.7 11.2 -8.2 -5.9 8.7 -5.6 -2.3 -6.9 -1 3.1 -8.2 -20
2023 7.2 8.6 -6.5 -6.9 -3.9 2.5 6.5 -3.6 -0.7 -2.7 -0.9 10.3 8.4
2024 -5.9 4.1 5.7 -2.4 0 0 0 0 0 0 0 0 1.4