Nasdaq - Delayed Quote USD

Eaton Vance Growth Fund (EALCX)

40.64
+1.48
+(3.78%)
At close: 8:04:13 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.25%
5y Average Return 15.20%
Number of Years Up 19
Number of Years Down 3
Best 1Y Total Return (May 9, 2025) 38.30%
Worst 1Y Total Return (May 9, 2025) --
Best 3Y Total Return 38.30%
Worst 3Y Total Return 4.90%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
EALCX
Category
YTD
-7.50%
12.38%
1-Month
1.78%
5.09%
3-Month
-9.34%
10.28%
1-Year
13.82%
41.70%
3-Year
15.15%
22.56%
5-Year
15.20%
21.98%
10-Year
12.92%
15.99%
Last Bull Market
22.79%
25.99%
Last Bear Market
-19.82%
-17.29%

Annual Total Return (%) History

Year
EALCX
Category
2025
--
--
2024
32.46%
--
2023
38.30%
--
2022
-29.63%
--
2021
19.62%
--
2020
37.15%
35.86%
2019
30.38%
31.90%
2018
0.28%
-2.09%

2017
25.42%
27.67%
2016
2.32%
3.23%
2015
7.04%
3.60%
2014
14.23%
10.00%
2013
35.35%
33.92%
2012
12.66%
15.34%
2011
-5.41%
-2.46%
2010
14.30%
15.53%
2009
36.11%
35.68%
2008
-38.08%
-40.67%
2007
12.60%
13.35%
2006
12.42%
7.05%
2005
6.60%
6.71%
2004
10.37%
7.81%
2003
23.53%
28.66%
2002
--
-27.64%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.12% -- -- --
2024 12.65% 9.26% 2.12% 5.38%
2023 12.16% 12.06% -3.22% 13.71%
2022 -11.69% -19.82% -4.71% 4.30%
2021 2.31% 10.07% -1.46% 7.80%
2020 -16.39% 29.08% 11.37% 14.11%
2019 15.84% 2.78% -0.85% 10.45%
2018 2.89% 7.08% 8.14% -15.83%
2017 8.39% 5.34% 3.53% 6.10%
2016 -3.37% 1.34% 6.19% -1.59%

2015 4.61% 0.81% -5.97% 7.95%
2014 1.29% 5.80% 2.14% 4.36%
2013 9.41% 1.72% 9.68% 10.89%
2012 14.94% -5.37% 5.55% -1.87%
2011 2.83% -0.23% -15.06% 8.56%
2010 3.99% -11.63% 10.25% 12.82%
2009 -3.37% 14.81% 14.76% 6.91%
2008 -10.04% -0.84% -12.40% -20.76%
2007 -0.13% 6.77% 4.47% 1.08%
2006 4.75% -3.45% 4.84% 6.03%
2005 -2.87% 1.44% 6.42% 1.66%
2004 2.10% 2.77% -2.62% 8.02%
2003 -3.79% 12.85% 1.65% 11.92%
2002 6.82% -- -- --

Rank in Category (By Total Return)

YTD 52
1-Month 41
3-Month 36
1-Year 31
3-Year 29
5-Year 37

Load Adjusted Returns

1-Year 7.84%
3-Year 13.10%
5-Year 13.97%
10-Year 12.31%

Performance & Risk

YTD Return -5.25%
5y Average Return 15.20%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Eaton Vance
Net Assets 384.94M
YTD Return -7.50%
Yield 0.00%
Morningstar Rating
Inception Date May 03, 2007

Fund Summary

The fund invests in a broadly diversified selection of equity securities, seeking companies with above-average growth and financial strength. Under normal market conditions, it invests primarily in large-cap companies. The portfolio managers generally consider large-cap companies to be those companies with a market capitalization equal to or greater than the median capitalization of companies included in the Russell 1000® Growth Index. The fund is non-diversified.

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