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Eaton Vance Atlanta Capital Sel Eq R6 (ESERX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.69+0.20 (+0.58%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.61%
5-year average return10.38%
Number of years up4
Number of years down2
Best 1-yr total return (4 Jul 2024)38.52%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return38.52%
Worst 3-yr total return5.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnESERXCategory
YTD6.55%12.38%
1-month1.23%5.09%
3-month-2.20%10.28%
1-year17.97%41.70%
3-year6.15%22.56%
5-year10.78%21.98%
10-year11.66%15.99%
Last bull market25.93%25.99%
Last bear market-14.50%-17.29%

Annual total return (%) history

Year
ESERXCategory
2024
N/AN/A
2023
20.90%N/A
2022
-12.02%N/A
2021
15.53%N/A
2020
15.92%35.86%
2019
38.52%31.90%
2018
-0.29%-2.09%
2017
N/A27.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.94%-2.20%N/AN/A
20233.01%6.01%-0.66%11.46%
2022-4.86%-14.50%-2.47%10.90%
20213.89%5.37%-0.47%6.04%
2020-17.44%13.19%7.56%15.33%
201916.24%8.43%3.85%5.83%
2018-0.05%2.20%9.59%-10.93%
20173.63%2.59%5.04%N/A

Rank in category (by total return)

YTD96
1-month97
3-month97
1-year91
3-year62
5-year89

Load adjusted returns

1-year17.97%
3-year6.15%
5-year10.78%
10-year11.66%