All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2006-11-28? 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 | ||||||
| ETY × |
+0.64%
2025-05-12 |
4.535 TR
2025-05-12 |
||||
| Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund | ||||||
| Tue 2006-11-28? to Mon 2025-05-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+494.60%
+10.14%/yr |
+12.03%/yr
(R2=0.941) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| EOS × |
+475.34%
+9.95%/yr |
+11.50%/yr
(R2=0.927) |
||||
| Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund | ||||||
| ETY × |
+353.52%
+8.54%/yr |
+10.05%/yr
(R2=0.930) |
||||
| Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund | ||||||
| Tue 2006-11-28? to Mon 2025-05-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2006-11-28 |
$59,459.89
2025-05-12 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| EOS × |
$10,000.00
2006-11-28 |
$57,534.11
2025-05-12 |
||||
| Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund | ||||||
| ETY × |
$10,000.00
2006-11-28 |
$45,351.75
2025-05-12 |
||||
| Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund | ||||||
| Year | SPY | EOS | ETY |
|---|---|---|---|
| 2025 (YTD) | −0.23% | −2.49% | +0.64% |
| 2024 | +24.89% | +38.67% | +33.11% |
| 2023 | +26.18% | +22.57% | +21.90% |
| 2022 | −18.18% | −26.51% | −21.20% |
| 2021 | +28.73% | +20.30% | +32.59% |
| 2020 | +18.33% | +29.46% | +7.23% |
| 2019 | +31.22% | +30.33% | +33.65% |
| 2018 | −4.57% | +2.81% | −8.99% |
| 2017 | +21.71% | +27.94% | +28.68% |
| 2016 | +12.00% | +1.82% | +1.75% |
| 2015 | +1.23% | +6.43% | +9.57% |
| 2014 | +13.46% | +15.11% | +11.71% |
| 2013 | +32.31% | +36.02% | +28.38% |
| 2012 | +15.99% | +12.88% | +18.21% |
| 2011 | +1.89% | −7.73% | −11.81% |
| 2010 | +15.06% | −4.95% | −1.63% |
| 2009 | +26.35% | +54.88% | +41.68% |
| 2008 | −36.79% | −32.34% | −25.73% |
| 2007 | +5.15% | −6.06% | −8.44% |
| 2006 | +15.85% | +26.57% | +0.25% |
| 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% | — | — |
| Tue 2006-11-28? 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 | ||||||
| ETY × | −5.22% |
−53.05%
2008-11-20 |
||||
| Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund | ||||||