Eaton Vance

  • Eaton Vance Special Equities Fund

Eaton Vance Special Equities Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1994 1.9 0 0 0 0 0 0 0 0 0 0 0 0
1995 2.4 3.8 -3.9 -0.4 2.5 5.2 2.1 0.7 -0.1 2.2 3.2 -1 17.7
1996 -4.8 3.9 1.5 7.3 4.6 -7.7 -1.2 4 4.2 0.1 3.5 -0.5 14.8
1997 2.7 -1.3 -2.6 4.3 -0.7 4.8 2.9 14.7 0.1 -7.5 -8.1 2.4 9.9
1998 12.4 6.8 4.6 10.7 -19.7 -6.7 4.6 -7.1 1.7 4.8 8.2 0.8 17.6
1999 12.5 8.9 5.8 4.1 -0.9 -1.3 8.8 2.4 0.9 3.2 -8.6 0.6 40.7
2000 12 -19.2 -6.6 -4.7 10.7 -7.5 12.8 -5.6 -11.2 2.7 18.9 -2.6 -7.3
2001 4.6 8.6 14.5 -20.5 -7.7 -5.1 -1.6 1.1 15.3 -14.2 -18.1 0.5 -26.6
2002 -7.7 8.6 3.5 -6.4 1.4 -12.8 -7.6 -5.1 -5.1 7.1 -8.1 -5.1 -33.4
2003 -1 3.8 8.6 -5.2 4.9 5.5 0 7.6 7.2 0.4 -2.9 -1.3 0
2004 2.3 6.4 3.6 5.2 -4 -7.2 2.5 1 -4.9 -0.6 -0.6 0 0
2005 1.3 5.6 -4.5 2.2 0 5.8 2.1 5.2 -7.5 -3.5 2.9 -2.8 6.1
2006 -1 3.4 6.8 1.2 2.9 -3.8 -1.2 -6 1.2 6.2 -2.1 8.6 16.1
2007 3.2 -6 4.9 4.6 0.1 -5 0.8 5.8 4.5 1.6 1.7 4 0
2008 -0.5 -9.5 -25.9 -17 0.2 -3.6 0.5 9.4 6.8 0 0.8 -8.9 -42.4
2009 6.1 4.4 -3.4 6 3.2 8.9 -0.2 2.5 11.8 5 -6.2 -6.7 34
2010 8.8 0.5 4.4 9.8 -3.7 4 -6.2 -6.5 5.1 5.7 4.2 -3.5 23.1
2011 -2.6 1 12.3 -10.5 -5.6 -4.6 -1.9 -0.6 1.2 1.5 3.6 2.9 -5
2012 1.6 0.2 -1.2 0 3.4 -0.5 2.3 -7.6 -1.6 1.8 4 3.9 5.8
2013 3.2 1.3 2.9 5 -1.4 7.6 -0.9 3.6 -3 3.8 1.2 7.5 34.9
2014 0.2 0.1 2.9 -4.3 5.8 -6 5 -0.1 -2.8 1.2 4.5 -4.1 1.5
2015 -4.8 0.9 3.1 -4.5 -4.6 -0.4 0.2 3.7 -2.5 2.6 6.4 -3 -3.5
2016 2.7 7 -2.6 -0.4 0.8 2.8 -0.2 2.5 -0.8 7.5 1.1 -5.9 14.6
2017 0.1 3.3 0.8 4 -1.4 0.9 2.1 -0.7 0.6 0.6 2.8 0.6 14.4
2018 -10.1 2.7 -8.8 -0.2 3.2 1.8 1.1 5.1 0.3 1.2 -3.7 2.7 -5.8
2019 -2.8 3.1 -0.1 0.1 -3.1 1.6 6.6 -4 4 -0.3 5.4 9.6 20.8
2020 7.5 10.9 2.2 -6.6 2.7 4.9 0.5 5.6 10.9 -17.5 -8.3 -0.8 8.3
2021 -8.5 -2.9 5 -3.9 0.2 0.5 0 0 21.2 -11.5 23.6 -15.4 1.3
2022 -9.1 3.1 9.8 -8.3 -5 8.5 -6.6 -2.4 -7.4 -0.8 2.7 -7.1 -22.3
2023 0 0 0 -2.8 -3.3 2.9 6.1 -4.3 0.2 -0.8 -0.8 8.5 5.1
2024 0 0 0 0 0 0 0 0 0 0 0 0 0