All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2006-11-28? to Fri 2025-06-13 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+2.17%
2025-06-13 |
24.42 TR
2025-06-13 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| ETY × |
+4.79%
2025-06-13 |
4.728 TR
2025-06-13 |
||||
| Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund | ||||||
| Tue 2006-11-28? to Fri 2025-06-13 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+508.89%
+10.23%/yr |
+12.05%/yr
(R2=0.942) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| ETY × |
+372.79%
+8.74%/yr |
+10.09%/yr
(R2=0.931) |
||||
| Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund | ||||||
| Tue 2006-11-28? to Fri 2025-06-13 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2006-11-28 |
$60,888.79
2025-06-13 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| ETY × |
$10,000.00
2006-11-28 |
$47,278.52
2025-06-13 |
||||
| Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund | ||||||
| Year | SPY | ETY |
|---|---|---|
| 2025 (YTD) | +2.17% | +4.79% |
| 2024 | +24.89% | +33.11% |
| 2023 | +26.18% | +21.83% |
| 2022 | −18.18% | −21.21% |
| 2021 | +28.73% | +32.61% |
| 2020 | +18.33% | +7.27% |
| 2019 | +31.22% | +33.68% |
| 2018 | −4.57% | −8.96% |
| 2017 | +21.71% | +28.72% |
| 2016 | +12.00% | +1.79% |
| 2015 | +1.23% | +9.61% |
| 2014 | +13.46% | +11.74% |
| 2013 | +32.31% | +28.42% |
| 2012 | +15.99% | +18.20% |
| 2011 | +1.89% | −11.83% |
| 2010 | +15.06% | −1.64% |
| 2009 | +26.35% | +41.66% |
| 2008 | −36.79% | −25.74% |
| 2007 | +5.15% | −8.45% |
| 2006 | +15.85% | +0.25% |
| 2005 | +4.83% | — |
| 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 Fri 2025-06-13 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −2.31% |
−55.19%
2009-03-09 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| ETY × | −1.32% |
−53.06%
2008-11-20 |
||||
| Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund | ||||||