Nasdaq - Delayed Quote USD

Eaton Vance Tax Managed Multi Cap Growth Fund (EACPX)

57.31
+2.31
+(4.20%)
At close: 8:04:13 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.29%
5y Average Return 12.19%
Number of Years Up 19
Number of Years Down 5
Best 1Y Total Return (May 9, 2025) 41.77%
Worst 1Y Total Return (May 9, 2025) --
Best 3Y Total Return 41.77%
Worst 3Y Total Return 3.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
EACPX
Category
YTD
-7.96%
12.38%
1-Month
-0.15%
5.09%
3-Month
-10.96%
10.28%
1-Year
7.95%
41.70%
3-Year
11.06%
22.56%
5-Year
12.36%
21.98%
10-Year
11.44%
15.99%
Last Bull Market
18.70%
25.99%
Last Bear Market
-19.96%
-17.29%

Annual Total Return (%) History

Year
EACPX
Category
2025
--
--
2024
19.34%
--
2023
41.77%
--
2022
-29.56%
--
2021
18.52%
--
2020
33.55%
35.86%
2019
31.91%
31.90%
2018
0.01%
-2.09%

2017
25.78%
27.67%
2016
1.76%
3.23%
2015
5.62%
3.60%
2014
6.35%
10.00%
2013
34.72%
33.92%
2012
11.01%
15.34%
2011
-1.96%
-2.46%
2010
9.61%
15.53%
2009
51.04%
35.68%
2008
-49.08%
-40.67%
2007
31.12%
13.35%
2006
19.73%
7.05%
2005
1.53%
6.71%
2004
15.02%
7.81%
2003
37.40%
28.66%
2002
-25.26%
-27.64%
2001
-8.78%
-22.30%
2000
--
-13.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.82% -- -- --
2024 6.73% 5.17% 2.98% 3.24%
2023 13.89% 11.45% -3.49% 15.74%
2022 -10.18% -19.96% -4.76% 2.87%
2021 0.05% 10.09% 0.19% 7.41%
2020 -15.66% 28.20% 11.69% 10.59%
2019 17.00% 3.91% -0.47% 9.02%
2018 4.91% 9.11% 5.72% -17.36%
2017 8.87% 3.95% 4.79% 6.08%
2016 -3.71% 1.43% 5.89% -1.61%

2015 4.01% 2.03% -7.19% 7.23%
2014 -0.16% 2.51% 0.83% 3.05%
2013 9.20% 1.58% 10.11% 10.30%
2012 15.72% -5.45% 5.69% -4.00%
2011 7.82% 1.81% -19.39% 10.79%
2010 2.83% -11.59% 8.11% 11.52%
2009 -3.11% 23.53% 21.21% 4.11%
2008 -13.06% 18.44% -30.88% -28.45%
2007 5.02% 13.12% 6.87% 3.27%
2006 11.80% -7.56% 1.70% 13.92%
2005 -8.33% 1.91% 6.19% 2.34%
2004 3.53% 1.56% -5.85% 16.19%
2003 -2.77% 26.07% 5.88% 5.87%
2002 -0.10% -14.40% -18.04% 6.65%
2001 -18.98% 17.95% -23.02% 24.01%
2000 16.70% -9.25% -- --

Rank in Category (By Total Return)

YTD 62
1-Month 86
3-Month 69
1-Year 83
3-Year 80
5-Year 79

Load Adjusted Returns

1-Year 2.28%
3-Year 9.08%
5-Year 11.15%
10-Year 10.84%

Performance & Risk

YTD Return -6.29%
5y Average Return 12.19%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Eaton Vance
Net Assets 141.12M
YTD Return -7.96%
Yield 0.00%
Morningstar Rating
Inception Date Jun 30, 2000

Fund Summary

The fund invests in a portfolio consisting primarily of common stocks of companies that are expected, over the long term, to have earnings growth that is faster than the growth of the U.S. economy and the U.S. stock market as a whole. Growth companies owned by the fund may include both large established market leaders, as well as smaller, less seasoned companies. It is non-diversified.

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