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Eaton Vance Atlanta Capital Sel Eq R6 (ESERX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.69-0.52 (-1.52%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.13%
5-year average return11.82%
Number of years up4
Number of years down2
Best 1-yr total return (28 Apr 2024)38.52%
Worst 1-yr total return (28 Apr 2024)N/A
Best 3-yr total return38.52%
Worst 3-yr total return5.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnESERXCategory
YTD8.94%12.38%
1-month2.55%5.09%
3-month8.94%10.28%
1-year27.87%41.70%
3-year8.82%22.56%
5-year13.08%21.98%
10-year12.12%15.99%
Last bull market33.37%25.99%
Last bear market-14.50%-17.29%

Annual total return (%) history

Year
ESERXCategory
2024
N/AN/A
2023
20.90%N/A
2022
-12.02%N/A
2021
15.53%N/A
2020
15.92%35.86%
2019
38.52%31.90%
2018
-0.29%-2.09%
2017
N/A27.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.94%N/AN/AN/A
20233.01%6.01%-0.66%11.46%
2022-4.86%-14.50%-2.47%10.90%
20213.89%5.37%-0.47%6.04%
2020-17.44%13.19%7.56%15.33%
201916.24%8.43%3.85%5.83%
2018-0.05%2.20%9.59%-10.93%
20173.63%2.59%5.04%N/A

Rank in category (by total return)

YTD83
1-month31
3-month83
1-year86
3-year53
5-year77

Load adjusted returns

1-year27.87%
3-year8.82%
5-year13.08%
10-year12.12%