All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2006-11-28? 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 | ||||||
ETY × |
−4.47%
2025-05-06 |
2.748 TRR
2025-05-06 |
||||
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund | ||||||
Tue 2006-11-28? to Tue 2025-05-06 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SPY × |
+258.30%
+7.17%/yr |
+9.57%/yr
(R2=0.913) |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
ETY × |
+174.78%
+5.64%/yr |
+7.63%/yr
(R2=0.889) |
||||
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund | ||||||
Tue 2006-11-28? to Tue 2025-05-06 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SPY × |
$10,000.00
2006-11-28 |
$35,829.70
2025-05-06 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
ETY × |
$10,000.00
2006-11-28 |
$27,478.09
2025-05-06 |
||||
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund | ||||||
Year | SPY | ETY |
---|---|---|
2025 (YTD) | −5.84% | −4.47% |
2024 | +21.39% | +29.33% |
2023 | +22.09% | +17.96% |
2022 | −23.15% | −25.99% |
2021 | +20.27% | +23.86% |
2020 | +16.74% | +5.80% |
2019 | +28.29% | +30.66% |
2018 | −6.35% | −10.70% |
2017 | +19.19% | +26.02% |
2016 | +9.72% | −0.31% |
2015 | +0.50% | +8.77% |
2014 | +12.62% | +10.87% |
2013 | +30.35% | +26.48% |
2012 | +14.01% | +16.19% |
2011 | −1.04% | −14.36% |
2010 | +13.36% | −3.07% |
2009 | +23.01% | +37.94% |
2008 | −36.86% | −25.81% |
2007 | +1.02% | −12.04% |
2006 | +13.00% | +0.12% |
2005 | +1.36% | — |
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% | — |
Tue 2006-11-28? 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 | ||||||
ETY × | −9.20% |
−54.52%
2008-11-20 |
||||
Eaton Vance Tax Managed Diversified Equity Income Closed Fund NYSE Mutual Fund | ||||||