Nasdaq - Delayed Quote USD

Eaton Vance Growth Fund (ELCIX)

43.57
+1.58
+(3.76%)
At close: 6:45:36 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.15%
5y Average Return 15.49%
Number of Years Up 14
Number of Years Down 3
Best 1Y Total Return (May 9, 2025) 38.69%
Worst 1Y Total Return (May 9, 2025) --
Best 3Y Total Return 38.69%
Worst 3Y Total Return 5.16%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ELCIX
Category
YTD
-7.43%
12.38%
1-Month
1.79%
5.09%
3-Month
-9.30%
10.28%
1-Year
14.08%
41.70%
3-Year
15.43%
22.56%
5-Year
15.49%
21.98%
10-Year
13.20%
15.99%
Last Bull Market
22.97%
25.99%
Last Bear Market
-19.76%
-17.29%

Annual Total Return (%) History

Year
ELCIX
Category
2025
--
--
2024
32.76%
--
2023
38.69%
--
2022
-29.47%
--
2021
19.92%
--
2020
37.51%
35.86%
2019
30.65%
31.90%
2018
0.56%
-2.09%

2017
25.72%
27.67%
2016
2.59%
3.23%
2015
7.26%
3.60%
2014
14.58%
10.00%
2013
35.61%
33.92%
2012
13.02%
15.34%
2011
-5.24%
-2.46%
2010
14.62%
15.53%
2009
36.57%
35.68%
2008
-37.98%
-40.67%
2007
--
13.35%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.06% -- -- --
2024 12.71% 9.32% 2.20% 5.43%
2023 12.27% 12.11% -3.16% 13.79%
2022 -11.64% -19.76% -4.68% 4.37%
2021 2.37% 10.13% -1.40% 7.87%
2020 -16.34% 29.19% 11.45% 14.16%
2019 15.87% 2.87% -0.79% 10.48%
2018 3.00% 7.10% 8.22% -15.76%
2017 8.49% 5.37% 3.61% 6.14%
2016 -3.30% 1.40% 6.23% -1.51%

2015 4.66% 0.88% -5.93% 8.00%
2014 1.36% 5.90% 2.19% 4.46%
2013 9.46% 1.75% 9.76% 10.93%
2012 15.03% -5.30% 5.66% -1.81%
2011 2.86% -0.17% -15.03% 8.61%
2010 4.03% -11.56% 10.39% 12.84%
2009 -3.26% 14.95% 14.85% 6.94%
2008 -9.97% -0.77% -12.37% -20.77%
2007 4.53% 1.07% -- --

Rank in Category (By Total Return)

YTD 51
1-Month 41
3-Month 35
1-Year 29
3-Year 24
5-Year 33

Load Adjusted Returns

1-Year 14.08%
3-Year 15.43%
5-Year 15.49%
10-Year 13.20%

Performance & Risk

YTD Return -5.15%
5y Average Return 15.49%
Rank in Category (ytd) 51
% 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 -7.43%
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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