EOI,SPY Total Return Stock Chart (Dividends Reinvested) | Total Real Returns

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

Total Real Returns

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

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
SPY ^×	−0.23% 2025-05-12	23.84 TR 2025-05-12
SPDR S&P 500 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
SPY ^×	+660.60% +10.38%/yr	+10.87%/yr (R²=0.924)
SPDR S&P 500 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
SPY ^×	$10,000.00 2004-10-27	$76,059.50 2025-05-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year	EOI	SPY
2025 (YTD)	−2.55%	−0.23%
2024	+35.76%	+24.89%
2023	+20.71%	+26.18%
2022	−19.75%	−18.18%
2021	+32.96%	+28.73%
2020	+9.61%	+18.33%
2019	+31.99%	+31.22%
2018	−4.29%	−4.57%
2017	+26.27%	+21.71%
2016	+0.28%	+12.00%
2015	+5.16%	+1.23%
2014	+14.46%	+13.46%
2013	+32.90%	+32.31%
2012	+15.34%	+15.99%
2011	−11.13%	+1.89%
2010	−1.30%	+15.06%
2009	+34.98%	+26.35%
2008	−26.89%	−36.79%
2007	−5.18%	+5.15%
2006	+23.43%	+15.85%
2005	−0.47%	+4.83%
2004	+0.78%	+10.70%
2003	—	+28.18%
2002	—	−21.58%
2001	—	−11.76%
2000	—	−9.74%
1999	—	+20.39%
1998	—	+28.69%
1997	—	+33.48%
1996	—	+22.50%
1995	—	+38.06%
1994	—	+0.40%
1993	—	+8.71%

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
SPY ^×	−4.60%	−55.19% 2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund