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Eaton Vance Large-Cap Value A (EHSTX)

Nasdaq - Nasdaq Precio retrasado. Divisa en USD.
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25.64+0.17 (+0.67%)
Al cierre: 08:01PM EDT

Información general del desempeño

Índice de retornos de MorningstarN/D1
Retorno anual acumulado7.72%
Retorno promedio a 5 años10.23%
Número de años al alza70
Número de años a la baja22
Mejor retorno total a 1 año (22 may 2024)29.79%
Peor retorno total en 1 año (22 may 2024)N/D
Mejor retorno total a 3 años29.79%
Peor retorno total en 3 años5.43%

Últimos retornos (%) vs. índices de referencia

Los periodos superiores a 1 año se anualizan.
RetornoEHSTXCategoría
AIF5.57%4.44%
1 mes-2.12%-4.04%
3 meses7.33%4.09%
1 año12.77%14.37%
3 años6.04%6.04%
5 años8.96%9.20%
10 años8.61%8.57%
Último mercado alcista22.46%22.97%
Último mercado bajista-11.24%-11.27%

Historial del rendimiento total anual (%)

Año
EHSTXCategoría
2024
N/DN/D
2023
7.92%11.63%
2022
-2.78%-5.90%
2021
24.29%26.22%
2020
2.28%2.91%
2019
29.79%25.04%
2018
-6.83%-8.53%
2017
14.81%15.94%
2016
9.56%14.81%
2015
-1.08%-4.05%
2014
10.96%10.21%
2013
29.34%31.21%
2012
15.77%14.57%
2011
-4.48%-0.75%
2010
10.05%13.66%
2009
17.01%24.13%
2008
-34.47%-37.09%
2007
9.99%1.42%
2006
18.81%18.15%
2005
11.47%5.95%
2004
15.68%12.97%
2003
23.31%28.44%
2002
-15.78%-18.69%
2001
1.73%-4.99%
2000
14.76%7.87%
1999
3.40%6.72%
1998
21.81%12.00%
1997
30.93%26.61%
1996
20.20%20.08%
1995
32.76%32.39%
1994
-4.12%-0.70%
1993
4.19%N/D
1992
6.93%N/D
1991
21.45%N/D
1990
0.59%N/D
1989
28.92%N/D
1988
15.01%N/D
1987
1.99%N/D
1986
15.43%N/D
1985
32.26%N/D
1984
11.35%N/D
1983
14.77%N/D
1982
20.46%N/D
1981
-4.72%N/D
1980
25.16%N/D
1979
17.62%N/D
1978
6.79%N/D
1977
-6.79%N/D
1976
16.10%N/D
1975
21.68%N/D
1974
-33.51%N/D
1973
-17.70%N/D
1972
15.00%N/D
1971
13.96%N/D
1970
-0.86%N/D
1969
-13.56%N/D
1968
11.97%N/D
1967
19.58%N/D
1966
-5.60%N/D
1965
14.08%N/D
1964
15.24%N/D
1963
17.14%N/D
1962
-12.06%N/D
1961
27.13%N/D
1960
2.34%N/D
1959
9.76%N/D
1958
35.19%N/D
1957
-9.29%N/D
1956
11.05%N/D
1955
21.22%N/D
1954
50.57%N/D
1953
2.40%N/D
1952
14.00%N/D
1951
20.00%N/D
1950
21.00%N/D
1949
27.19%N/D
1948
6.35%N/D
1947
-0.75%N/D
1946
0.53%N/D
1945
27.65%N/D
1944
23.74%N/D
1943
28.98%N/D
1942
12.30%N/D
1941
-10.54%N/D
1940
-7.65%N/D
1939
-1.10%N/D
1938
23.08%N/D
1937
-32.74%N/D
1936
29.19%N/D
1935
39.29%N/D
1934
8.77%N/D
1933
34.97%N/D
1932
-12.52%N/D
1931
N/DN/D

Retornos del último trimestre (%)

AñoT1T2T3T4
20247.85%N/DN/DN/D
2023-1.28%3.73%-3.10%8.75%
20222.15%-11.24%-3.82%11.48%
202110.96%4.56%-1.20%8.44%
2020-26.49%13.96%5.47%15.76%
201912.67%5.78%1.38%7.42%
2018-2.26%2.47%7.78%-13.68%
20172.66%1.41%3.33%6.72%
2016-0.29%1.81%1.79%6.04%
20151.29%-0.67%-7.75%6.58%
20142.72%5.23%-0.12%2.78%
20139.52%3.61%4.16%9.43%
201210.45%-2.08%6.82%0.21%
20113.15%-0.49%-16.36%11.26%
20105.81%-13.31%8.95%10.13%
2009-14.11%12.16%15.09%5.54%
2008-7.14%0.00%-10.26%-21.37%
20072.50%5.66%2.38%-0.80%
20064.64%1.19%5.01%6.84%
20051.50%2.14%5.97%1.47%
20042.67%0.77%2.24%9.36%
2003-5.28%13.47%2.01%12.47%
20022.28%-7.97%-15.60%6.02%
2001-2.30%5.09%-9.23%9.16%
2000-2.29%0.29%9.33%7.12%
19992.37%5.70%-9.17%5.21%
199811.52%2.16%-9.33%17.93%
19972.65%14.69%8.72%2.29%
19962.61%5.48%3.22%7.60%
19957.99%8.59%7.71%5.12%
1994-3.46%0.01%1.64%-2.30%
19931.34%-2.00%3.26%1.59%
1992-3.08%1.79%3.90%4.33%
19917.89%-0.86%4.61%8.54%
1990-2.48%6.11%-10.33%8.41%
19894.94%7.11%10.95%3.38%
19884.01%6.17%1.75%2.36%
198713.56%1.77%6.72%-17.30%
198611.05%5.11%-4.57%3.62%
19859.81%8.10%-4.21%16.30%
1984-2.12%-0.91%11.58%2.89%
19836.77%5.30%2.61%-0.52%
1982-7.29%-1.35%11.82%17.80%
1981-1.19%-2.86%-10.63%11.06%
1980-4.11%11.61%8.97%7.33%
19794.27%1.99%8.16%2.26%
1978-4.33%8.43%6.02%-2.90%
1977-7.49%3.85%-2.81%-0.17%
197612.70%1.50%-0.88%2.39%
197518.08%13.42%-14.47%6.22%
1974-8.19%-14.24%-27.36%16.25%
1973-8.81%-6.50%7.74%-10.41%
19725.63%-0.49%2.68%6.56%
197110.53%0.79%-0.57%2.88%
1970-3.25%-19.39%17.72%7.99%
1969-5.30%-6.62%-3.01%0.78%
1968-8.04%14.94%3.56%2.29%
196711.32%1.98%5.27%0.07%
1966-0.64%-3.63%-10.07%9.62%
19654.05%-4.20%7.15%6.81%
19646.46%4.30%3.96%-0.17%
19636.22%3.87%2.51%3.57%
1962-2.01%-22.09%2.64%12.23%
196112.56%2.55%4.22%5.67%
1960-5.79%3.68%-4.24%9.42%
19592.38%3.14%-2.77%6.90%
19585.89%7.08%8.63%9.75%
1957-1.05%6.30%-9.67%-4.54%
19567.78%0.87%-2.96%5.26%
19555.19%10.56%-0.55%4.81%
195412.35%10.00%7.27%13.58%
1953-1.29%-4.29%-0.08%8.48%
19522.76%2.53%-0.55%8.80%
19513.49%1.48%11.71%2.29%
19502.56%-0.07%9.51%7.81%
19494.04%-2.14%13.34%10.22%
19481.74%9.60%-6.15%1.62%
1947-2.92%-1.45%1.49%2.21%
19466.63%2.62%-13.70%6.46%
19452.37%9.71%4.15%9.13%
19445.44%7.42%2.22%6.88%
194318.26%6.13%1.17%1.58%
1942-3.76%2.09%7.10%6.72%
1941-1.31%-0.20%3.31%-12.09%
1940-1.80%-16.09%9.58%2.28%
1939-12.48%-1.32%19.08%-3.83%
1938-15.16%26.90%3.41%10.55%
19373.98%-11.25%-10.10%-18.92%
19367.91%0.20%10.81%7.83%
1935-9.00%17.26%11.09%17.49%
193412.24%-5.10%-7.21%10.04%
1933-15.00%72.30%-9.83%2.19%
1932-9.51%-39.89%81.30%-11.29%
1931-9.43%N/DN/DN/D

Rango en categoría (por retorno total)

AIF26
1 mes4
3 meses6
1 año63
3 años50
5 años57

Retornos ajustados por comisiones

1 año6.85%
3 años4.15%
5 años7.79%
10 años8.02%