All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2005-01-27? to Fri 2025-08-01 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| EOI × |
+4.19%
2025-08-01 |
5.989 TR
2025-08-01 |
||||
| Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund | ||||||
| EOS × |
+3.89%
2025-08-01 |
6.985 TR
2025-08-01 |
||||
| Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund | ||||||
| VTI × |
+6.19%
2025-08-01 |
8.184 TR
2025-08-01 |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2005-01-27? to Fri 2025-08-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| EOI × |
+488.97%
+9.03%/yr |
+9.27%/yr
(R2=0.903) |
||||
| Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund | ||||||
| EOS × |
+598.55%
+9.94%/yr |
+10.54%/yr
(R2=0.913) |
||||
| Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund | ||||||
| VTI × |
+677.13%
+10.51%/yr |
+11.04%/yr
(R2=0.932) |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Thu 2005-01-27? to Fri 2025-08-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| EOI × |
$10,000.00
2005-01-27 |
$58,897.39
2025-08-01 |
||||
| Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund | ||||||
| EOS × |
$10,000.00
2005-01-27 |
$69,855.00
2025-08-01 |
||||
| Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund | ||||||
| VTI × |
$10,000.00
2005-01-27 |
$77,712.60
2025-08-01 |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | EOI | EOS | VTI |
|---|---|---|---|
| 2025 (YTD) | +4.19% | +3.89% | +6.19% |
| 2024 | +35.76% | +38.69% | +23.81% |
| 2023 | +20.71% | +22.59% | +26.05% |
| 2022 | −19.75% | −26.50% | −19.52% |
| 2021 | +32.96% | +20.30% | +25.68% |
| 2020 | +9.61% | +29.45% | +21.08% |
| 2019 | +31.99% | +30.83% | +30.67% |
| 2018 | −4.29% | +2.77% | −5.23% |
| 2017 | +26.27% | +27.89% | +21.21% |
| 2016 | +0.28% | +1.77% | +12.82% |
| 2015 | +5.16% | +6.39% | +0.36% |
| 2014 | +14.46% | +15.06% | +12.55% |
| 2013 | +32.91% | +36.07% | +33.45% |
| 2012 | +15.34% | +12.84% | +16.45% |
| 2011 | −11.14% | −7.71% | +0.97% |
| 2010 | −1.30% | −4.95% | +17.43% |
| 2009 | +34.98% | +54.88% | +28.90% |
| 2008 | −26.89% | −32.33% | −36.99% |
| 2007 | −5.18% | −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% |
| Thu 2005-01-27? to Fri 2025-08-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| EOI × | −1.62% |
−53.72%
2009-03-09 |
||||
| Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund | ||||||
| EOS × | −2.06% |
−55.74%
2009-03-09 |
||||
| Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund | ||||||
| VTI × | −2.53% |
−55.45%
2009-03-09 |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||