All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2006-11-28? to Fri 2025-12-12 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| EOI × |
+1.77%
2025-12-12 |
5.846 TR
2025-12-12 |
||||
| Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund | ||||||
| EOS × |
+1.41%
2025-12-12 |
6.803 TR
2025-12-12 |
||||
| Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund | ||||||
| ETY × |
+11.08%
2025-12-12 |
5.006 TR
2025-12-12 |
||||
| Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund | ||||||
| VTI × |
+17.02%
2025-12-12 |
9.018 TR
2025-12-12 |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Tue 2006-11-28? to Fri 2025-12-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| EOI × |
+396.02%
+8.78%/yr |
+10.40%/yr
(R2=0.929) |
||||
| Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund | ||||||
| EOS × |
+498.36%
+9.85%/yr |
+11.66%/yr
(R2=0.933) |
||||
| Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund | ||||||
| ETY × |
+400.55%
+8.83%/yr |
+10.26%/yr
(R2=0.935) |
||||
| Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund | ||||||
| VTI × |
+590.73%
+10.68%/yr |
+12.08%/yr
(R2=0.947) |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Tue 2006-11-28? to Fri 2025-12-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| EOI × |
$10,000.00
2006-11-28 |
$49,602.42
2025-12-12 |
||||
| Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund | ||||||
| EOS × |
$10,000.00
2006-11-28 |
$59,835.85
2025-12-12 |
||||
| Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund | ||||||
| ETY × |
$10,000.00
2006-11-28 |
$50,055.08
2025-12-12 |
||||
| Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund | ||||||
| VTI × |
$10,000.00
2006-11-28 |
$69,072.92
2025-12-12 |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | EOI | EOS | ETY | VTI |
|---|---|---|---|---|
| 2025 (YTD) | +1.77% | +1.41% | +11.08% | +17.02% |
| 2024 | +35.73% | +38.67% | +33.11% | +23.81% |
| 2023 | +20.67% | +22.57% | +21.90% | +26.05% |
| 2022 | −19.78% | −26.51% | −21.20% | −19.52% |
| 2021 | +32.93% | +20.30% | +32.59% | +25.68% |
| 2020 | +9.59% | +29.46% | +7.23% | +21.08% |
| 2019 | +31.97% | +30.33% | +33.64% | +30.67% |
| 2018 | −4.26% | +2.80% | −8.99% | −5.23% |
| 2017 | +26.31% | +27.94% | +28.68% | +21.21% |
| 2016 | +0.28% | +1.82% | +1.75% | +12.82% |
| 2015 | +5.16% | +6.43% | +9.57% | +0.36% |
| 2014 | +14.47% | +15.11% | +11.70% | +12.55% |
| 2013 | +32.91% | +36.02% | +28.38% | +33.45% |
| 2012 | +15.34% | +12.88% | +18.21% | +16.45% |
| 2011 | −11.14% | −7.73% | −11.81% | +0.97% |
| 2010 | −1.30% | −4.95% | −1.63% | +17.43% |
| 2009 | +34.98% | +54.88% | +41.68% | +28.90% |
| 2008 | −26.89% | −32.34% | −25.73% | −36.99% |
| 2007 | −5.18% | −6.06% | −8.44% | +5.37% |
| 2006 | +23.43% | +26.57% | +0.25% | +15.70% |
| 2005 | −0.47% | −3.91% | — | +6.30% |
| 2004 | +0.78% | — | — | +12.78% |
| 2003 | — | — | — | +30.74% |
| 2002 | — | — | — | −20.48% |
| 2001 | — | — | — | −7.29% |
| Tue 2006-11-28? to Fri 2025-12-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| EOI × | −6.98% |
−53.72%
2009-03-09 |
||||
| Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund | ||||||
| EOS × | −6.31% |
−55.74%
2009-03-09 |
||||
| Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund | ||||||
| ETY × | −2.14% |
−53.05%
2008-11-20 |
||||
| Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund | ||||||
| VTI × | −1.14% |
−55.45%
2009-03-09 |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||