SPY,EOS: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2005-01-27? to Tue 2025-05-06	YTD Return	TRR Price
SPY ×	−5.84% 2025-05-06	10.16 TRR 2025-05-06
SPDR S&P 500 ETF Trust Exchange-Traded Fund
EOS ×	−7.82% 2025-05-06	3.734 TRR 2025-05-06
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund

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Returns

Thu 2005-01-27? to Tue 2025-05-06	Overall Return	Exponential Trendline
SPY ×	+313.62% +7.26%/yr	+8.57%/yr (R2=0.888)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
EOS ×	+273.44% +6.72%/yr	+8.05%/yr (R2=0.859)
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund

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Growth of $10,000

Thu 2005-01-27? to Tue 2025-05-06	Start Value	End Value
SPY ×	$10,000.00 2005-01-27	$41,361.95 2025-05-06
SPDR S&P 500 ETF Trust Exchange-Traded Fund
EOS ×	$10,000.00 2005-01-27	$37,343.83 2025-05-06
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund

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Annual Returns

Year	SPY	EOS
2025 (YTD)	−5.84%	−7.82%
2024	+21.39%	+34.79%
2023	+22.09%	+18.57%
2022	−23.15%	−30.99%
2021	+20.27%	+12.41%
2020	+16.74%	+27.69%
2019	+28.29%	+27.45%
2018	−6.35%	+0.86%
2017	+19.19%	+25.32%
2016	+9.72%	−0.24%
2015	+0.50%	+5.64%
2014	+12.62%	+14.26%
2013	+30.35%	+33.99%
2012	+14.01%	+10.96%
2011	−1.04%	−10.39%
2010	+13.36%	−6.35%
2009	+23.01%	+50.78%
2008	−36.86%	−32.40%
2007	+1.02%	−9.76%
2006	+13.00%	+23.46%
2005	+1.36%	−6.93%
2004	+7.20%	—
2003	+25.82%	—
2002	−23.41%	—
2001	−13.11%	—
2000	−12.70%	—
1999	+17.24%	—
1998	+26.65%	—
1997	+31.25%	—
1996	+18.56%	—
1995	+34.63%	—
1994	−2.22%	—
1993	+6.29%	—

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Drawdowns

Thu 2005-01-27? to Tue 2025-05-06	Current Drawdown	Worst Drawdown
SPY ×	−9.10%	−55.97% 2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund
EOS ×	−11.62%	−56.58% 2009-03-09
Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund