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Eaton Vance Atlanta Capital SMID-Cap A (EAASX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.94+0.08 (+0.24%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.58%
5-year average return10.06%
Number of years up17
Number of years down3
Best 1-yr total return (22 Apr 2024)35.72%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return35.72%
Worst 3-yr total return7.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEAASXCategory
YTD9.56%17.04%
1-month3.47%-0.01%
3-month9.56%5.47%
1-year23.48%50.44%
3-year8.44%13.15%
5-year12.17%13.75%
10-year12.11%11.35%
Last bull market40.19%25.95%
Last bear market-11.86%-22.55%

Annual total return (%) history

Year
EAASXCategory
2024
N/AN/A
2023
13.72%N/A
2022
-9.03%N/A
2021
21.92%N/A
2020
10.96%12.39%
2019
34.10%26.21%
2018
-5.57%-11.15%
2017
24.42%15.93%
2016
10.96%14.14%
2015
9.45%-4.75%
2014
4.90%7.80%
2013
35.72%34.10%
2012
13.91%16.15%
2011
5.44%-3.81%
2010
25.53%22.52%
2009
34.94%37.39%
2008
-26.20%-39.18%
2007
11.74%4.85%
2006
14.43%14.03%
2005
4.51%9.25%
2004
18.55%16.30%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.56%N/AN/AN/A
20230.90%3.95%-2.21%10.88%
2022-4.76%-11.86%-2.85%11.56%
20218.37%5.23%-2.47%9.63%
2020-27.33%22.17%3.12%21.19%
201915.81%8.92%2.69%3.53%
20181.05%3.63%7.86%-16.40%
20175.23%4.97%3.45%8.87%
20163.28%3.30%1.54%2.43%
20156.00%2.87%-6.49%7.34%
2014-1.83%2.75%-3.58%7.86%
201313.21%2.13%7.57%9.13%
201210.60%-4.28%4.03%3.43%
20118.87%0.19%-17.55%17.24%
20107.85%-9.14%11.12%15.27%
2009-4.71%17.65%17.21%2.69%
2008-5.55%-2.23%-0.46%-19.71%
20073.67%4.88%1.28%1.47%
200610.15%-2.99%1.30%5.72%
2005-2.70%1.90%6.29%-0.83%
20044.05%2.28%0.37%10.99%

Rank in category (by total return)

YTD42
1-month81
3-month42
1-year38
3-year25
5-year22

Load adjusted returns

1-year17.00%
3-year6.51%
5-year10.96%
10-year11.50%