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

Total Real Returns

EOI,EOS,VTI: Total Return Chart (with Dividends Reinvested)

Thu 2005-01-27? to Mon 2026-04-13 YTD
Return
TR
Price
EOI
×
−2.31%
2026-04-13
6.016 TR
2026-04-13
Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund
EOS
×
−5.54%
2026-04-13
6.701 TR
2026-04-13
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
VTI
×
+1.33%
2026-04-13
9.145 TR
2026-04-13
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2005-01-27? to Mon 2026-04-13 Overall
Return
Exponential
Trendline
EOI
×
+491.58%
+8.74%/yr
+9.49%/yr
(R2=0.911)
Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund
EOS
×
+570.13%
+9.38%/yr
+10.69%/yr
(R2=0.921)
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
VTI
×
+768.38%
+10.73%/yr
+11.23%/yr
(R2=0.938)
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2005-01-27? to Mon 2026-04-13 Start
Value
End
Value
EOI
×
$10,000.00
2005-01-27
$59,157.55
2026-04-13
Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund
EOS
×
$10,000.00
2005-01-27
$67,013.18
2026-04-13
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
VTI
×
$10,000.00
2005-01-27
$86,837.57
2026-04-13
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year EOI EOS VTI
2026 (YTD) −2.31% −5.54% +1.33%
2025 +7.21% +5.76% +17.10%
2024 +35.73% +38.67% +23.81%
2023 +20.67% +22.57% +26.05%
2022 −19.78% −26.51% −19.52%
2021 +32.93% +20.30% +25.68%
2020 +9.59% +29.46% +21.08%
2019 +31.97% +30.33% +30.67%
2018 −4.26% +2.81% −5.23%
2017 +26.31% +27.94% +21.21%
2016 +0.28% +1.82% +12.82%
2015 +5.16% +6.43% +0.36%
2014 +14.47% +15.11% +12.55%
2013 +32.90% +36.02% +33.45%
2012 +15.33% +12.88% +16.45%
2011 −11.13% −7.73% +0.97%
2010 −1.30% −4.95% +17.43%
2009 +34.98% +54.88% +28.90%
2008 −26.89% −32.33% −36.99%
2007 −5.19% −6.06% +5.37%
2006 +23.43% +26.57% +15.70%
2005 −0.47% −3.91% +6.30%
2004 +0.78% +12.78%
2003 +30.74%
2002 −20.48%
2001 −7.29%

Drawdowns

Thu 2005-01-27? to Mon 2026-04-13 Current
Drawdown
Worst
Drawdown
EOI
×
−4.84% −53.72%
2009-03-09
Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund
EOS
×
−7.71% −55.74%
2009-03-09
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
VTI
×
−1.03% −55.45%
2009-03-09
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund