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
1980 0.6 7.4 1.7 3.5 2.9 13.8 2.5 4.1 7.4 -7.9 -3.3 0 0
1981 -0.1 2.8 8.8 -1.4 -7.3 -2.3 -3.6 3.9 1.2 5.7 3 -1.2 0
1982 0.8 8.6 10.2 3.5 7.3 2.7 -1.3 -3.5 5.7 -0.6 -2.5 -13.3 16.5
1983 -3.6 4.8 -4.8 2.5 -1.9 -3.2 5.7 -0.4 3 2.1 9 -4.6 7.8
1984 5.5 -2 -2.3 -3.7 13.5 -3.2 5.2 -3.6 0 0.9 -5.3 -21.9 -19.1
1985 3.2 8 4.1 -8.5 -2.2 1.3 3.3 4 -2 -4.5 0.7 -2 0
1986 -11.2 -2.3 4.4 -11.3 1.7 -9 0 2.4 3.4 1.8 7.2 -3.4 -17.1
1987 13.5 -6.2 -23.6 -1.3 4.4 3 0.2 2.9 -4.1 -1.1 6.1 13.6 1.7
1988 4.1 -2 -1.2 4.7 -3.7 -2.8 6.4 -1.9 0.5 -1 7.3 0.9 11.2
1989 -6.1 1.1 -2 1.7 2.5 6.1 -3.1 5.5 5.4 2.1 -1.3 3.8 16
1990 0.3 9.2 -3.1 -7.5 -10.9 -3.5 2.5 13.9 -2.7 4.6 4.5 -7.8 -3.4
1991 2.3 -3.1 4.2 -1.3 2.6 8 -6.5 6.8 -2.2 6 8.7 10.1 39.8
1992 -6.6 7.9 2.7 2 -1.8 5.5 -4 -0.5 -4.3 -5.8 1.2 -0.8 -5.6
1993 -5.8 -2.2 1 3 5.1 -1.7 -0.4 6.9 -8.1 2 -7.2 2.1 -6.2
1994 -8.1 -4.1 2 -3 9.1 1.4 -5.3 -2.7 0 -8.7 -0.6 1.3 -18.4
1995 -2.7 4.2 -3.7 -0.2 2.8 6 2.3 1.1 0 2.4 4.3 -1 16
1996 -0.4 4.4 1.5 7.7 4.8 -7.6 -0.9 4.2 4.5 0.5 3.8 -0.3 23.6
1997 3.9 -1 -2.6 4.7 -0.6 4.1 4.3 14.9 0 -7.5 -7.9 2.8 14.1
1998 10.9 6.9 4.6 10.7 -19.6 -6.6 4.8 -6.8 1.8 7.6 8.2 -0.1 18.9
1999 12.5 8.9 5.9 4.2 -0.8 -1.2 8.8 2.6 0.9 3.3 -8.5 0.8 42
2000 9.1 -19.1 -6.5 -4.7 10.7 -7.5 13 -5.6 -11.2 2.6 19 -2.7 -9.3
2001 4.6 8.8 14.5 -20.4 -7.7 -7.7 1.4 1.1 15.5 -14.2 -18.1 3.4 -24
2002 -6.7 7.5 3.6 -6.4 1.4 -12.6 -7.7 -5 -4.9 7.1 -7.9 -5.2 -32.9
2003 -0.9 4.1 8.6 -5.3 5.1 5.4 0 7.8 7.4 0.3 -2.9 -1.2 30.9
2004 2.4 6.4 2.1 7 -4.1 -7.2 2.5 1.2 -4.7 -0.7 -0.4 0 3.7
2005 1.5 5.6 -4.4 2.3 0 5.9 2.2 5.2 -7.2 -3.6 3 -2.7 6.9
2006 -1 3.4 6.8 1.2 3 -3.7 -1.1 -5.9 1.2 6.2 -2 8.6 0
2007 3.3 -5.9 5 4.6 0.1 -5 0.9 5.9 4.6 1.7 1.9 4 22.2
2008 -0.5 -9.5 -25.8 -17 0.2 -3.6 0.5 9.5 6.8 0.1 0.9 -8.8 -42
2009 6.2 4.4 -3.3 6.1 3.3 9 -0.1 2.6 11.9 5.2 -6.3 -6.5 35.1
2010 8.9 0.6 4.5 9.9 -3.6 4.1 -6.2 -6.5 5.1 5.7 4.4 -3.4 24
2011 -2.6 1.1 12.3 -10.5 -5.6 -4.6 -1.8 -0.5 1.2 1.6 3.7 2.9 -4.3
2012 1.7 0.3 -1.2 0.1 3.5 -0.5 2.4 -7.6 -1.6 1.9 4.1 4 6.6
2013 3.3 1.4 3 5.1 -1.4 7.6 -0.8 3.6 -2.9 3.9 1.3 7.6 35.8
2014 0.3 0.1 2.9 -4.2 5.9 -6 5 0.1 -2.8 1.3 4.6 -4 2.3
2015 -4.8 1 3.1 -4.5 -4.5 -0.4 0.3 3.9 -2.5 2.7 6.5 -2.9 -2.9
2016 2.6 7.2 -2.6 -0.3 0.9 2.8 -0.1 2.5 -0.7 7.6 1.1 -5.8 15.4
2017 0.2 3.4 0.9 4.1 -1.3 1 2.2 -0.6 0.6 0.6 2.9 0.7 15.4
2018 -10.1 2.8 -8.8 -0.1 3.3 1.9 1.2 5.2 0.4 1.3 -3.6 2.8 -5.1
2019 -2.2 3.2 -0 0.2 -2.9 1.6 6.7 -4 4 -0.2 5.4 9.7 22.6
2020 7.6 11 2.2 -6.2 2.9 5 0.6 5.6 11 -17.5 -8.3 -0.7 9.6
2021 -6.1 -2.9 5.1 -3.8 0.3 0.5 0.1 0.1 18.2 3.4 5.9 -13.1 4.6
2022 -8.1 3.1 9.9 -8.2 -4.9 8.5 -6.5 -2.4 -7.4 -0.7 2.7 -7.1 -20.9
2023 0 0 0 -2.8 -3.2 3 6.1 -4.2 0.2 -0.8 -0.7 8.5 5.7
2024 0 0 0 0 0 0 0 0 0 0 0 0 0