All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2005-01-27? to Mon 2025-05-12 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
−0.23%
2025-05-12 |
23.84 TR
2025-05-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| EOS × |
−2.49%
2025-05-12 |
6.541 TR
2025-05-12 |
||||
| Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund | ||||||
| Thu 2005-01-27? to Mon 2025-05-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+625.54%
+10.26%/yr |
+10.98%/yr
(R2=0.925) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| EOS × |
+554.08%
+9.70%/yr |
+10.45%/yr
(R2=0.910) |
||||
| Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund | ||||||
| Thu 2005-01-27? to Mon 2025-05-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2005-01-27 |
$72,553.70
2025-05-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| EOS × |
$10,000.00
2005-01-27 |
$65,408.19
2025-05-12 |
||||
| Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund | ||||||
| Year | SPY | EOS |
|---|---|---|
| 2025 (YTD) | −0.23% | −2.49% |
| 2024 | +24.89% | +38.67% |
| 2023 | +26.18% | +22.57% |
| 2022 | −18.18% | −26.51% |
| 2021 | +28.73% | +20.30% |
| 2020 | +18.33% | +29.46% |
| 2019 | +31.22% | +30.33% |
| 2018 | −4.57% | +2.81% |
| 2017 | +21.71% | +27.94% |
| 2016 | +12.00% | +1.82% |
| 2015 | +1.23% | +6.43% |
| 2014 | +13.46% | +15.11% |
| 2013 | +32.31% | +36.02% |
| 2012 | +15.99% | +12.88% |
| 2011 | +1.89% | −7.73% |
| 2010 | +15.06% | −4.95% |
| 2009 | +26.35% | +54.88% |
| 2008 | −36.79% | −32.34% |
| 2007 | +5.15% | −6.06% |
| 2006 | +15.85% | +26.57% |
| 2005 | +4.83% | −3.91% |
| 2004 | +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% | — |
| Thu 2005-01-27? to Mon 2025-05-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −4.60% |
−55.19%
2009-03-09 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| EOS × | −6.47% |
−55.74%
2009-03-09 |
||||
| Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund | ||||||