All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2006-11-28? to Fri 2025-05-02 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
−4.47%
2025-05-02 |
10.31 TRR
2025-05-02 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| EOS × |
−7.98%
2025-05-02 |
3.738 TRR
2025-05-02 |
||||
| Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund | ||||||
| ETY × |
−3.72%
2025-05-02 |
2.77 TRR
2025-05-02 |
||||
| Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund | ||||||
| Tue 2006-11-28? to Fri 2025-05-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+263.49%
+7.26%/yr |
+9.57%/yr
(R2=0.913) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| EOS × |
+247.53%
+6.99%/yr |
+9.07%/yr
(R2=0.887) |
||||
| Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund | ||||||
| ETY × |
+177.03%
+5.69%/yr |
+7.63%/yr
(R2=0.889) |
||||
| Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund | ||||||
| Tue 2006-11-28? to Fri 2025-05-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2006-11-28 |
$36,349.41
2025-05-02 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| EOS × |
$10,000.00
2006-11-28 |
$34,753.47
2025-05-02 |
||||
| Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund | ||||||
| ETY × |
$10,000.00
2006-11-28 |
$27,703.10
2025-05-02 |
||||
| Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund | ||||||
| Year | SPY | EOS | ETY |
|---|---|---|---|
| 2025 (YTD) | −4.47% | −7.98% | −3.72% |
| 2024 | +21.39% | +34.79% | +29.33% |
| 2023 | +22.09% | +18.65% | +17.99% |
| 2022 | −23.14% | −30.97% | −26.00% |
| 2021 | +20.26% | +12.43% | +23.86% |
| 2020 | +16.74% | +27.64% | +5.82% |
| 2019 | +28.30% | +27.91% | +30.67% |
| 2018 | −6.36% | +0.86% | −10.69% |
| 2017 | +19.18% | +25.24% | +26.01% |
| 2016 | +9.73% | −0.29% | −0.31% |
| 2015 | +0.50% | +5.63% | +8.77% |
| 2014 | +12.61% | +14.21% | +10.86% |
| 2013 | +30.35% | +34.04% | +26.48% |
| 2012 | +14.01% | +10.93% | +16.19% |
| 2011 | −1.04% | −10.37% | −14.36% |
| 2010 | +13.37% | −6.35% | −3.07% |
| 2009 | +23.00% | +50.77% | +37.91% |
| 2008 | −36.85% | −32.40% | −25.79% |
| 2007 | +1.02% | −9.75% | −12.04% |
| 2006 | +13.00% | +23.47% | +0.14% |
| 2005 | +1.35% | −6.93% | — |
| 2004 | +7.21% | — | — |
| 2003 | +25.81% | — | — |
| 2002 | −23.40% | — | — |
| 2001 | −13.10% | — | — |
| 2000 | −12.70% | — | — |
| 1999 | +17.25% | — | — |
| 1998 | +26.65% | — | — |
| 1997 | +31.24% | — | — |
| 1996 | +18.57% | — | — |
| 1995 | +34.62% | — | — |
| 1994 | −2.21% | — | — |
| 1993 | +6.28% | — | — |
| Tue 2006-11-28? to Fri 2025-05-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −7.79% |
−55.98%
2009-03-09 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| EOS × | −11.75% |
−56.57%
2009-03-09 |
||||
| Eaton Vance Enhanced Equity Income II Closed Fund NYSE Mutual Fund | ||||||
| ETY × | −8.49% |
−54.54%
2008-11-20 |
||||
| Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund | ||||||