All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| 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 | ||||||
| DIA × |
+0.13%
2025-05-12 |
9.59 TR
2025-05-12 |
||||
| SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund | ||||||
| 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 | ||||||
| DIA × |
+573.54%
+9.73%/yr |
+10.41%/yr
(R2=0.945) |
||||
| SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund | ||||||
| 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 | ||||||
| DIA × |
$10,000.00
2004-10-27 |
$67,353.60
2025-05-12 |
||||
| SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund | ||||||
| Year | EOI | SPY | DIA |
|---|---|---|---|
| 2025 (YTD) | −2.55% | −0.23% | +0.13% |
| 2024 | +35.76% | +24.89% | +14.82% |
| 2023 | +20.71% | +26.18% | +16.02% |
| 2022 | −19.75% | −18.18% | −7.02% |
| 2021 | +32.96% | +28.73% | +20.83% |
| 2020 | +9.61% | +18.33% | +9.59% |
| 2019 | +31.99% | +31.22% | +25.03% |
| 2018 | −4.29% | −4.57% | −3.74% |
| 2017 | +26.27% | +21.71% | +28.08% |
| 2016 | +0.28% | +12.00% | +16.37% |
| 2015 | +5.16% | +1.23% | +0.09% |
| 2014 | +14.46% | +13.46% | +9.82% |
| 2013 | +32.90% | +32.31% | +29.64% |
| 2012 | +15.34% | +15.99% | +9.94% |
| 2011 | −11.13% | +1.89% | +8.06% |
| 2010 | −1.30% | +15.06% | +14.01% |
| 2009 | +34.98% | +26.35% | +22.74% |
| 2008 | −26.89% | −36.79% | −32.14% |
| 2007 | −5.18% | +5.15% | +8.89% |
| 2006 | +23.43% | +15.85% | +18.91% |
| 2005 | −0.47% | +4.83% | +1.61% |
| 2004 | +0.78% | +10.70% | +5.02% |
| 2003 | — | +28.18% | +27.90% |
| 2002 | — | −21.58% | −14.70% |
| 2001 | — | −11.76% | −5.08% |
| 2000 | — | −9.74% | −5.93% |
| 1999 | — | +20.39% | +27.56% |
| 1998 | — | +28.69% | +17.92% |
| 1997 | — | +33.48% | — |
| 1996 | — | +22.50% | — |
| 1995 | — | +38.06% | — |
| 1994 | — | +0.40% | — |
| 1993 | — | +8.71% | — |
| 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 | ||||||
| DIA × | −5.25% |
−51.87%
2009-03-09 |
||||
| SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund | ||||||