Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
EILVX (EATON VANCE LARGE-CAP VALUE FUND EATON VANCE LARGE-CAP VALUE FUND CLASS I) 13.73% 24.17% 14.92% 9.92% 11.41% 10.92% 8.44%
Data as of 06/16/2026, Common starting date is 02/28/2005
More Performance Analytics Comparison
Name Start Date End Date
EILVX (EATON VANCE LARGE-CAP VALUE FUND EATON VANCE LARGE-CAP VALUE FUND CLASS I) 02/28/2005 06/16/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) 1.61 24.17 14.92 9.92 11.41 10.92 8.44 13.73 12.36 11.77 8.21 -2.59 24.60 2.54 30.12 -6.70 15.08 9.80 -0.96 11.04 29.64 16.10 -4.27 10.59 17.26 -34.21 10.25 19.11 8.68
Sharpe Ratio NA 1.80 0.93 0.48 0.55 NA NA 2.30 0.61 0.75 0.35 -0.20 1.84 0.06 2.49 -0.55 2.16 0.72 -0.07 0.96 2.59 1.25 -0.18 0.54 0.62 -0.85 0.42 1.58 0.70
Standard Deviation(%) NA 11.53 13.05 14.80 17.38 NA NA 12.76 15.73 10.91 12.95 19.94 13.38 37.04 11.52 14.68 6.72 13.32 15.12 11.44 11.43 13.00 23.90 19.29 27.69 41.11 16.79 9.97 11.49
Draw Down(%) NA 8.25 16.35 16.35 39.30 NA NA 8.25 14.47 7.58 12.21 16.08 5.96 39.30 6.46 19.95 4.20 10.51 12.76 7.62 5.17 9.70 21.30 17.52 28.16 46.46 10.27 7.79 7.07
Yield(%) 0.27 6.46 5.21 5.27 6.44 8.24 6.47 0.56 6.68 4.75 3.32 4.16 8.84 2.15 2.79 9.42 6.56 1.71 10.03 31.80 6.58 2.11 1.72 1.54 1.73 1.46 2.98 4.54 2.25
Data as of 06/16/2026, Common starting date is 02/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EILVX (EATON VANCE LARGE-CAP VALUE FUND EATON VANCE LARGE-CAP VALUE FUND CLASS I) -12.51%
Feb 2006 – Feb 2009
-3.40%
May 2007 – May 2012
4.23%
May 2007 – May 2017
5.41%
Mar 2005 – Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EILVX (EATON VANCE LARGE-CAP VALUE FUND EATON VANCE LARGE-CAP VALUE FUND CLASS I) 21.91%
Sep 2011 – Sep 2014
18.80%
Feb 2009 – Feb 2014
12.93%
Feb 2009 – Feb 2019
11.96%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return