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Eaton Vance Atlanta-capital Smid-cap Fd Cl C: (MF: ECASX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$26.74 USD
+0.38 (1.44%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -4.84 | 46 |
| 3 months | -4.84 | 46 |
| 6 months | -7.94 | 92 |
| 1 Year | -2.15 | 82 |
| 3 Year | 4.68 | 64 |
| 5 Year | 14.91 | 67 |
| 10 Year | 9.73 | 50 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -3.13 |
| 5 Year | 14.91 |
| 10 Year | 9.74 |
| Since Inception | 12.17 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.84 | NA | NA | NA |
| 2024 | 9.34 | -3.23 | 9.83 | -3.25 |
| 2023 | 0.70 | 3.77 | -2.41 | 10.68 |
| 2022 | -4.96 | -12.02 | -3.00 | 11.32 |
| 2021 | 8.18 | 5.00 | -2.65 | 9.45 |
| 2020 | -27.46 | 21.90 | 2.98 | 20.93 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -4.84 | 12.43 | 12.87 | -9.71 | 21.03 | 10.13 | 33.10 | -6.30 | 23.51 | 10.13 | 8.66 |
| % Total Return Rel to Index | -0.57 | -12.58 | -13.36 | 8.48 | -7.65 | -8.27 | 1.61 | -1.91 | 1.71 | -1.80 | 7.27 |
| % Total Return Rel to Peer | 0.18 | -6.95 | -10.12 | 9.98 | -1.02 | -9.78 | 4.68 | 0.55 | 2.83 | 2.31 | 10.26 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 4.00 | 4.00 | 2.00 | 3.00 | 2.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.39 | 0.97 | 3.54 | 4.33 | 3.68 | 2.36 | 2.15 | 1.11 | 1.00 | 1.74 |
| Expense Ratio | 0.00 | 1.87 | 1.89 | 1.89 | 1.89 | 1.92 | 1.92 | 1.91 | 1.94 | 1.96 | 1.97 |
* 1 = Top 20%, 5 = Bottom 20%