All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

EOI,DIA: Total Return Chart (with Dividends Reinvested)

Wed 2004-10-27? to Mon 2025-05-12 YTD
Return
TR
Price
EOI
×
−2.55%
2025-05-12
5.602 TR
2025-05-12
Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund
DIA
×
+0.13%
2025-05-12
9.59 TR
2025-05-12
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund

Returns

Wed 2004-10-27? to Mon 2025-05-12 Overall
Return
Exponential
Trendline
EOI
×
+460.20%
+8.75%/yr
+9.07%/yr
(R2=0.899)
Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund
DIA
×
+573.54%
+9.73%/yr
+10.41%/yr
(R2=0.945)
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund

Growth of $10,000

Wed 2004-10-27? to Mon 2025-05-12 Start
Value
End
Value
EOI
×
$10,000.00
2004-10-27
$56,020.26
2025-05-12
Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund
DIA
×
$10,000.00
2004-10-27
$67,353.60
2025-05-12
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund

Annual Returns

Year EOI DIA
2025 (YTD) −2.55% +0.13%
2024 +35.76% +14.82%
2023 +20.71% +16.02%
2022 −19.75% −7.02%
2021 +32.96% +20.83%
2020 +9.61% +9.59%
2019 +31.99% +25.03%
2018 −4.29% −3.74%
2017 +26.27% +28.08%
2016 +0.28% +16.37%
2015 +5.16% +0.09%
2014 +14.46% +9.82%
2013 +32.90% +29.64%
2012 +15.34% +9.94%
2011 −11.13% +8.06%
2010 −1.30% +14.01%
2009 +34.98% +22.74%
2008 −26.89% −32.14%
2007 −5.18% +8.89%
2006 +23.43% +18.91%
2005 −0.47% +1.61%
2004 +0.78% +5.02%
2003 +27.90%
2002 −14.70%
2001 −5.08%
2000 −5.93%
1999 +27.56%
1998 +17.92%

Drawdowns

Wed 2004-10-27? to Mon 2025-05-12 Current
Drawdown
Worst
Drawdown
EOI
×
−7.32% −53.72%
2009-03-09
Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund
DIA
×
−5.25% −51.87%
2009-03-09
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund