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

Thu 2005-01-27💬 to Thu 2026-06-18	YTD Return	1 Year Return
EOI ×	−1.68% 2026-06-18	+4.78% 2026-06-18
Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund
SPY ×	+10.09% 2026-06-18	+26.75% 2026-06-18
SPDR S&P 500 ETF Trust Exchange-Traded Fund
EOS ×	−1.67% 2026-06-18	+3.57% 2026-06-18
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
VTI ×	+10.70% 2026-06-18	+27.29% 2026-06-18
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund

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Returns

Thu 2005-01-27💬 to Thu 2026-06-18	Overall Return	Exponential Trendline
EOI ×	+495.43% +8.70%/yr	+9.54%/yr (R2=0.913)
Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund
SPY ×	+842.44% +11.06%/yr	+11.33%/yr (R2=0.934)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
EOS ×	+597.59% +9.51%/yr	+10.72%/yr (R2=0.923)
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
VTI ×	+848.68% +11.09%/yr	+11.29%/yr (R2=0.939)
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund

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Growth of $10,000

Thu 2005-01-27💬 to Thu 2026-06-18	Start Value	End Value
EOI ×	$10,000.00 2005-01-27	$59,543.15 2026-06-18
Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund
SPY ×	$10,000.00 2005-01-27	$94,244.06 2026-06-18
SPDR S&P 500 ETF Trust Exchange-Traded Fund
EOS ×	$10,000.00 2005-01-27	$69,759.36 2026-06-18
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
VTI ×	$10,000.00 2005-01-27	$94,868.26 2026-06-18
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund

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Annual Returns

Year	EOI	SPY	EOS	VTI
2026 (YTD)	−1.68%	+10.09%	−1.67%	+10.70%
2025	+7.21%	+17.72%	+5.76%	+17.10%
2024	+35.73%	+24.89%	+38.67%	+23.81%
2023	+20.67%	+26.18%	+22.57%	+26.05%
2022	−19.78%	−18.18%	−26.51%	−19.52%
2021	+32.93%	+28.73%	+20.30%	+25.68%
2020	+9.59%	+18.33%	+29.46%	+21.08%
2019	+31.97%	+31.22%	+30.33%	+30.67%
2018	−4.26%	−4.57%	+2.81%	−5.23%
2017	+26.31%	+21.71%	+27.95%	+21.21%
2016	+0.28%	+12.00%	+1.82%	+12.82%
2015	+5.16%	+1.23%	+6.43%	+0.36%
2014	+14.47%	+13.46%	+15.11%	+12.55%
2013	+32.90%	+32.31%	+36.02%	+33.45%
2012	+15.34%	+15.99%	+12.88%	+16.45%
2011	−11.14%	+1.90%	−7.73%	+0.97%
2010	−1.30%	+15.06%	−4.95%	+17.43%
2009	+34.98%	+26.35%	+54.88%	+28.90%
2008	−26.89%	−36.79%	−32.33%	−36.99%
2007	−5.18%	+5.15%	−6.06%	+5.37%
2006	+23.43%	+15.85%	+26.57%	+15.70%
2005	−0.47%	+4.83%	−3.91%	+6.30%
2004	+0.78%	+10.70%	—	+12.78%
2003	—	+28.18%	—	+30.74%
2002	—	−21.58%	—	−20.48%
2001	—	−11.76%	—	−7.29%
2000	—	−9.74%	—	—
1999	—	+20.39%	—	—
1998	—	+28.69%	—	—
1997	—	+33.48%	—	—
1996	—	+22.56%	—	—
1995	—	+38.04%	—	—
1994	—	+0.40%	—	—
1993	—	+8.64%	—	—

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Drawdowns

Thu 2005-01-27💬 to Thu 2026-06-18	Current Drawdown	Worst Drawdown
EOI ×	−4.22% from 2026-01-30 peak	−53.72% 2009-03-09 from 2007-07-03 peak
Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund
SPY ×	−1.44% from 2026-06-02 peak	−55.19% 2009-03-09 from 2007-10-09 peak
SPDR S&P 500 ETF Trust Exchange-Traded Fund
EOS ×	−3.93% from 2025-09-22 peak	−55.74% 2009-03-09 from 2007-07-03 peak
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
VTI ×	−1.17% from 2026-06-02 peak	−55.45% 2009-03-09 from 2007-10-09 peak
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund

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Rolling Returns

Period ending Thu 2026-06-18	1 Year	2 Years	3 Years	5 Years	10 Years
EOI ×	+4.78%	+19.99% +9.54%/yr	+54.10% +15.51%/yr	+61.23% +10.02%/yr	+223.05% +12.44%/yr
Eaton Vance Enhanced Equity Income Closed Fund NYSE Mutual Fund
SPY ×	+26.75%	+39.82% +18.25%/yr	+76.38% +20.82%/yr	+92.56% +14.00%/yr	+324.49% +15.55%/yr
SPDR S&P 500 ETF Trust Exchange-Traded Fund
EOS ×	+3.57%	+20.35% +9.70%/yr	+62.57% +17.58%/yr	+46.79% +7.98%/yr	+262.16% +13.73%/yr
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund
VTI ×	+27.29%	+40.83% +18.67%/yr	+75.69% +20.67%/yr	+83.13% +12.86%/yr	+309.82% +15.15%/yr
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund