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Eaton Vance Tx-Mgd Growth 1.2 C (EZTGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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48.31+0.17 (+0.35%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.89%
5-year average return13.99%
Number of years up17
Number of years down5
Best 1-yr total return (2 Jul 2024)30.78%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return30.78%
Worst 3-yr total return6.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEZTGXCategory
YTD16.50%5.31%
1-month4.28%-4.19%
3-month5.08%3.90%
1-year26.23%20.31%
3-year8.25%6.48%
5-year14.14%11.78%
10-year11.48%10.96%
Last bull market25.64%25.56%
Last bear market-17.44%-15.11%

Annual total return (%) history

Year
EZTGXCategory
2024
N/AN/A
2023
27.11%22.32%
2022
-20.83%-16.96%
2021
23.54%26.07%
2020
21.94%15.83%
2019
28.23%28.78%
2018
-6.14%-6.27%
2017
21.23%20.44%
2016
7.71%10.37%
2015
1.23%-1.07%
2014
11.30%10.96%
2013
30.78%31.50%
2012
13.98%14.96%
2011
-0.50%-1.27%
2010
11.28%14.01%
2009
21.74%28.17%
2008
-33.65%-37.79%
2007
3.37%6.16%
2006
12.32%14.17%
2005
3.33%5.88%
2004
8.20%10.02%
2003
22.33%27.05%
2002
-20.43%-22.25%
2001
N/A-13.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.86%5.08%N/AN/A
20238.00%8.62%-2.67%11.33%
2022-6.36%-17.44%-4.19%6.90%
20214.98%8.79%-0.66%8.91%
2020-19.90%21.99%9.31%14.17%
201913.57%2.92%0.85%8.77%
2018-0.76%2.78%7.29%-14.24%
20175.56%2.76%4.13%7.33%
2016-0.93%1.29%3.70%3.51%
20150.88%0.17%-6.43%7.06%
20140.98%4.45%1.54%3.93%
20139.59%2.40%5.52%10.44%
201212.51%-3.51%5.50%-0.48%
20114.20%0.09%-14.01%10.94%
20105.41%-13.39%11.51%9.31%
2009-11.70%13.83%14.83%5.48%
2008-8.71%-4.17%-6.19%-19.15%
2007-0.17%5.59%1.49%-3.37%
20064.11%-1.69%4.20%5.32%
2005-2.32%0.21%3.30%2.20%
20041.75%0.97%-2.34%7.84%
2003-4.95%13.08%1.99%11.59%
20020.53%-11.85%-15.37%6.10%
20014.93%-13.78%11.24%N/A

Rank in category (by total return)

YTD15
1-month7
3-month8
1-year18
3-year53
5-year43

Load adjusted returns

1-year25.23%
3-year8.25%
5-year14.14%
10-year11.48%