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Eaton Vance Dividend Builder A (EVTMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.91+0.10 (+0.59%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.18%
5-year average return11.79%
Number of years up35
Number of years down7
Best 1-yr total return (3 Oct 2024)31.09%
Worst 1-yr total return (3 Oct 2024)N/A
Best 3-yr total return31.09%
Worst 3-yr total return7.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEVTMXCategory
YTD15.24%4.44%
1-month0.94%-4.04%
3-month7.81%4.09%
1-year26.68%14.37%
3-year8.81%6.04%
5-year11.67%9.20%
10-year10.72%8.57%
Last bull market20.79%22.97%
Last bear market-11.18%-11.27%

Annual total return (%) history

Year
EVTMXCategory
2024
N/AN/A
2023
11.16%11.63%
2022
-9.75%-5.90%
2021
24.42%26.22%
2020
12.32%2.91%
2019
31.09%25.04%
2018
-5.40%-8.53%
2017
18.89%15.94%
2016
9.21%14.81%
2015
2.91%-4.05%
2014
11.72%10.21%
2013
25.40%31.21%
2012
13.50%14.57%
2011
1.12%-0.75%
2010
9.02%13.66%
2009
12.88%24.13%
2008
-37.56%-37.09%
2007
22.86%1.42%
2006
28.51%18.15%
2005
20.24%5.95%
2004
25.11%12.97%
2003
25.93%28.44%
2002
-12.50%-18.69%
2001
-18.94%-4.99%
2000
6.48%7.87%
1999
40.76%6.72%
1998
23.79%12.00%
1997
16.23%26.61%
1996
7.00%20.08%
1995
27.52%32.39%
1994
-12.28%-0.70%
1993
9.57%N/A
1992
6.60%N/A
1991
23.61%N/A
1990
0.10%N/A
1989
33.46%N/A
1988
11.94%N/A
1987
-15.82%N/A
1986
31.34%N/A
1985
40.20%N/A
1984
15.91%N/A
1983
13.21%N/A
1982
27.57%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.53%-0.59%7.81%N/A
20230.26%3.23%-2.29%9.92%
2022-2.84%-11.18%-7.23%12.73%
20215.10%7.28%-0.98%11.44%
2020-20.61%18.79%6.91%11.40%
201912.23%4.71%3.77%7.50%
2018-1.96%3.00%7.54%-12.88%
20174.13%2.05%4.24%7.33%
20161.91%2.76%1.75%2.49%
20152.85%0.88%-6.72%6.32%
20141.76%6.07%0.08%3.43%
20138.98%1.57%3.39%9.57%
201211.06%-3.98%5.98%0.42%
20113.59%1.36%-12.58%10.16%
20103.28%-12.32%9.67%9.77%
2009-14.82%9.95%14.52%5.24%
2008-9.61%4.55%-20.45%-16.95%
20076.72%6.02%3.15%5.27%
20064.79%2.78%7.05%11.46%
20053.12%7.24%11.78%-2.73%
20044.30%-0.34%5.96%13.60%
2003-4.27%17.26%0.21%11.94%
20020.76%-7.52%-15.71%11.40%
2001-6.56%-3.33%-12.17%2.18%
20006.54%-7.10%10.62%-2.75%
19995.86%6.88%0.68%23.56%
199813.69%1.22%-5.95%14.38%
1997-0.58%6.14%8.30%1.71%
19961.28%3.58%-0.80%2.81%
19951.93%7.15%8.86%7.26%
1994-7.65%-5.20%-1.08%1.29%
199310.49%1.79%5.05%-7.26%
1992-7.29%5.39%6.17%2.75%
19914.22%-3.22%12.32%9.11%
1990-5.73%-0.69%-1.99%9.09%
19891.90%12.73%5.45%10.18%
19883.23%5.17%1.05%2.04%
19874.03%-0.42%2.68%-20.86%
198615.61%9.23%1.75%2.23%
19855.49%13.14%-7.45%26.92%
1984-3.79%1.10%10.59%7.75%
19834.12%2.31%5.15%1.07%
19825.69%0.83%10.06%8.77%

Rank in category (by total return)

YTD62
1-month63
3-month56
1-year58
3-year68
5-year41

Load adjusted returns

1-year20.02%
3-year6.87%
5-year10.47%
10-year10.13%