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 4.3 -1.6 -3.2 0 0 0 0 0 0 0 0 0 0
1998 10.7 6.8 4.5 10.4 -19.5 -7 5.1 -6.8 0.6 4 8.2 -1.2 11.9
1999 14.2 9.3 6.2 4.3 -0.3 -1 8.4 2.1 1.4 3.6 -8.2 0.4 0
2000 10.6 -17.5 -7.1 -4.4 12 -7.3 11.7 -6.1 -11.3 -0.8 21.1 -2.4 -8.1
2001 4.7 8.4 11.1 -17.9 -7.4 -4.4 -1.9 1.1 16.1 -13.2 -17.7 -1.5 -25.7
2002 -6.9 7.7 3.4 -6.2 1.8 -13.4 -8.1 -4.3 -4.9 7.2 -6.9 -4.4 -31.6
2003 -0.8 4 8.7 -5.3 5.1 5.4 0.1 7.4 6.7 0.7 -3.1 -1.2 30
2004 2.4 6.6 3.6 5.4 -4 -7.1 2.6 1.1 -4.7 -0.6 -0.4 0 4
2005 1.6 5.5 -4.5 2.3 0 6 2.3 5.2 -7.4 -3.5 3 -2.7 6.9
2006 -1 3.3 6.6 1 2.7 -3.2 -1.2 -5.7 1 6.1 -2.3 8.5 15.9
2007 3.8 -6.4 5.4 4.7 -0.1 -4.9 0.7 6 4.4 1.8 1.7 4.1 22.4
2008 0.2 -10.8 -24.1 -16.3 -0.1 -3.8 1.4 9.7 7.2 0.1 1.1 -8.8 -39.9
2009 6.6 4.7 -3.9 6 3.3 8.9 0.6 2.6 12 7.3 -6.2 -6.9 0
2010 8.9 2.9 5 10.5 -6 5 -5.2 -7.4 5.6 5.3 3.3 -2.8 25.7
2011 -1.1 2.1 12.6 -10.8 -8.7 -3.8 -2.5 -2 1.2 2.4 6.6 0.4 -5.5
2012 2.5 -0.1 -0.2 2.3 4.8 -1.3 3.5 -7.6 -1.8 2.1 3.8 4 11.9
2013 2.7 2.4 2.8 5.5 -0.6 8.2 -0.7 2.8 -2.6 3.4 1.2 6.5 35.7
2014 0.8 0.3 4.4 -4.8 5.4 -6.4 4.6 1.1 -2.2 0.8 3.8 -3.7 3.1
2015 -5.1 1.5 3 -4.5 -3.8 -0.7 0.4 3.7 -3.5 2.5 7 -2.7 -2.9
2016 2.6 8.4 -1.7 -0.2 1.6 3.3 -1.3 3.9 -0.1 7.7 0.3 -6.3 18.8
2017 0.2 3.2 1.3 4.8 -1.2 0.7 2.5 -0.7 0.3 0.6 2.6 0.2 15.3
2018 -10.3 2.5 -10 -0.3 3.9 1.7 0.7 5.8 0.4 1 -3.3 3.6 -5.9
2019 -5.3 3.5 -0.2 0.5 -2.7 1.8 6.9 -4.2 4.4 -1.2 5.8 9.8 19.5
2020 8.2 11.9 2.7 -5 3.7 4.5 0.6 5.2 10.3 -16.9 -8.2 -1.5 12.2
2021 -1.5 -3.7 5.1 -2.9 1.6 0 -0.3 0.1 12.3 3 6.3 -7.9 11.4
2022 -7.5 3.8 11.2 -8.1 -5.8 8.8 -5.5 -2.3 -6.8 -0.9 3.2 -8.2 -18.8
2023 7.7 8.7 -6.5 -6.9 -3.8 2.6 6.5 -3.5 -0.6 -2.6 -0.8 10.4 9.5
2024 -6.5 4.2 5.8 -2.3 0 0 0 0 0 0 0 0 0.2