Nasdaq - Delayed Quote USD

Eaton Vance Worldwide Health Sciences Fund (ECHSX)

12.64
+0.20
+(1.61%)
At close: 6:29:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.63%
5y Average Return 4.67%
Number of Years Up 20
Number of Years Down 6
Best 1Y Total Return (May 14, 2025) 43.54%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 43.54%
Worst 3Y Total Return -1.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ECHSX
Category
YTD
1.47%
7.95%
1-Month
-1.79%
4.81%
3-Month
-4.78%
7.18%
1-Year
0.85%
30.16%
3-Year
2.50%
16.10%
5-Year
6.24%
15.71%
10-Year
5.62%
15.27%
Last Bull Market
6.10%
23.06%
Last Bear Market
-7.60%
-13.88%

Annual Total Return (%) History

Year
ECHSX
Category
2025
--
--
2024
2.71%
--
2023
4.91%
--
2022
-10.17%
--
2021
21.19%
--
2020
12.15%
27.63%
2019
24.90%
26.23%
2018
5.25%
-0.40%

2017
15.42%
24.31%
2016
-15.59%
-10.60%
2015
7.59%
8.05%
2014
26.43%
27.25%
2013
43.54%
48.17%
2012
14.69%
21.55%
2011
3.87%
7.66%
2010
10.31%
8.38%
2009
8.99%
22.48%
2008
-7.83%
-23.43%
2007
5.60%
9.27%
2006
-0.67%
4.27%
2005
6.80%
9.64%
2004
6.00%
9.84%
2003
29.62%
32.51%
2002
-26.59%
-28.13%
2001
-7.29%
-11.26%
2000
80.43%
56.75%
1999
22.90%
18.58%
1998
--
20.97%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.32% -- -- --
2024 7.82% 1.76% 5.61% -11.36%
2023 -0.54% 3.21% -3.41% 5.81%
2022 -3.76% -7.60% -8.98% 10.98%
2021 0.23% 8.97% 0.48% 10.43%
2020 -11.31% 14.00% 4.57% 6.07%
2019 10.94% 1.72% -2.28% 13.27%
2018 -1.25% 4.57% 11.44% -8.54%
2017 9.06% 5.24% 2.44% -1.84%
2016 -11.48% 3.65% -0.09% -7.93%

2015 8.72% 2.63% -12.22% 9.85%
2014 6.72% 5.17% 5.22% 7.06%
2013 14.66% 1.06% 13.89% 8.76%
2012 9.89% 3.50% 4.44% -3.45%
2011 4.05% 8.37% -11.96% 4.63%
2010 9.80% -10.59% 10.75% 1.46%
2009 -4.45% 3.80% 9.57% 0.29%
2008 -9.86% 4.02% 7.34% -8.43%
2007 -1.10% 6.66% 2.32% -2.16%
2006 -0.58% -6.15% 3.99% 2.38%
2005 -10.25% 4.76% 10.10% 3.17%
2004 3.05% 0.55% -3.38% 5.88%
2003 0.00% 18.62% 3.58% 5.49%
2002 -7.53% -15.83% -12.45% 7.74%
2001 -19.45% 13.25% -8.20% 10.73%
2000 36.36% 19.77% 13.53% -2.68%
1999 -5.89% 0.37% 9.72% 18.58%
1998 -6.39% -3.21% 27.04% --

Rank in Category (By Total Return)

YTD 25
1-Month 67
3-Month 27
1-Year 43
3-Year 56
5-Year 41

Load Adjusted Returns

1-Year -0.12%
3-Year 2.50%
5-Year 6.24%
10-Year 5.62%

Performance & Risk

YTD Return -5.63%
5y Average Return 4.67%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.68
Morningstar Risk Rating

Fund Overview

Category Health
Fund Family Eaton Vance
Net Assets 906.76M
YTD Return 1.47%
Yield 0.00%
Morningstar Rating
Inception Date Jul 26, 1985

Fund Summary

The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies principally engaged in the discovery, development, production or distribution of products related to scientific advances in health care, including biotechnology, pharmaceuticals, diagnostics, managed health care and medical equipment and supplies. It has a policy of investing at least 25% of its assets in investments in the medical research and health care industry.

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