Performance analysis of EOI (Eaton Vance Enhanced Equity Income Fund)
Annual Return
Over the past 3 years, EOI has had an average annual return of +17.50%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, EOI has had an average annual return of +10.30%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, EOI has had an average annual return of +12.50%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Oct 27, 2004, EOI has had an average annual return of +8.81%, underperforming the benchmark SPY, which returned +11.26% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.26% | +7.17% | +35.72% | +20.66% | -19.77% | +32.94% | +9.64% | +31.99% | -4.22% | +26.32% | +0.33% | +5.21% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +14.51% | +32.95% | +15.37% | -11.11% | -1.24% | +35.08% | -26.90% | -5.16% | +23.41% | -0.45% | +0.78% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.65% | -1.79% | -7.59% | +6.57% | +1.69% | -0.70% | +0.26% | ||||||
| 2025 | +2.25% | -3.80% | -6.33% | +0.91% | +7.10% | +5.34% | +0.89% | +2.69% | -1.25% | -0.74% | -3.32% | +4.06% | +7.17% |
| 2024 | +3.14% | +6.66% | +1.82% | -0.85% | +3.59% | +6.05% | -0.65% | +1.23% | +5.69% | +0.42% | +8.55% | -3.99% | +35.72% |
| 2023 | +9.12% | -2.55% | -2.10% | +2.83% | -0.21% | +7.82% | +2.49% | +0.81% | -5.08% | -6.07% | +8.81% | +4.52% | +20.66% |
| 2022 | -5.19% | -1.97% | -0.01% | -10.86% | -0.15% | -8.04% | +11.13% | -4.14% | -8.42% | +15.91% | +4.56% | -10.80% | -19.77% |
| 2021 | -0.95% | +3.63% | +2.99% | +5.83% | +2.72% | +3.05% | +0.59% | +4.90% | -7.09% | +9.51% | +1.47% | +3.05% | +32.94% |
| 2020 | +0.18% | -13.16% | -10.66% | +10.43% | +5.36% | +2.51% | +7.91% | +2.69% | -5.03% | -5.03% | +13.46% | +4.30% | +9.64% |
| 2019 | +7.97% | +4.19% | +0.48% | +5.09% | -6.22% | +7.80% | +2.14% | -1.19% | +1.93% | +2.12% | +4.37% | +0.25% | +31.99% |
| 2018 | +1.62% | -1.73% | -1.92% | +8.51% | +3.29% | -0.36% | +2.33% | +4.27% | -0.52% | -13.54% | +3.50% | -7.80% | -4.22% |
| 2017 | +3.86% | +3.34% | +0.51% | +3.11% | +1.32% | +1.82% | +2.09% | -2.61% | +5.05% | +2.83% | -0.02% | +2.50% | +26.32% |
Drawdown analysis of EOI (Eaton Vance Enhanced Equity Income Fund)
The maximum drawdown for the EOI was -53.72%, occurring on Mar 9, 2009. Recovery took 1005 trading sessions.
The current EOI drawdown is -2.33%.
Since Oct 27, 2004 EOI has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.72% | Jul 3, 2007 | 423 | Mar 9, 2009 | 1005 | Mar 6, 2013 | 1428 |
| -39.98% | Feb 19, 2020 | 23 | Mar 23, 2020 | 102 | Aug 17, 2020 | 125 |
| -27.99% | Sep 20, 2018 | 65 | Dec 24, 2018 | 175 | Sep 5, 2019 | 240 |
| -26.79% | Dec 31, 2021 | 116 | Jun 17, 2022 | 403 | Jan 26, 2024 | 519 |
| -23.18% | Dec 4, 2024 | 83 | Apr 7, 2025 | 60 | Jul 3, 2025 | 143 |
| -15.90% | Dec 29, 2015 | 14 | Jan 20, 2016 | 91 | May 31, 2016 | 105 |
| -13.33% | Apr 24, 2015 | 109 | Sep 29, 2015 | 58 | Dec 21, 2015 | 167 |
| -12.53% | Jan 30, 2026 | 39 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -12.06% | Sep 18, 2014 | 19 | Oct 15, 2014 | 26 | Nov 20, 2014 | 45 |
| -11.58% | Aug 18, 2005 | 90 | Dec 27, 2005 | 141 | Jul 20, 2006 | 231 |
| -11.19% | Aug 26, 2020 | 47 | Nov 2, 2020 | 11 | Nov 17, 2020 | 58 |
| -11.15% | Jul 19, 2016 | 77 | Nov 4, 2016 | 61 | Feb 3, 2017 | 138 |
| -11.03% | Jul 11, 2024 | 17 | Aug 5, 2024 | 32 | Sep 19, 2024 | 49 |
| -9.38% | Jan 16, 2018 | 14 | Feb 5, 2018 | 50 | Apr 18, 2018 | 64 |
| -8.69% | Sep 12, 2025 | 49 | Nov 20, 2025 | 35 | Jan 13, 2026 | 84 |
| -8.57% | May 21, 2013 | 23 | Jun 24, 2013 | 20 | Jul 23, 2013 | 43 |
| -7.44% | Sep 1, 2021 | 22 | Oct 4, 2021 | 14 | Oct 22, 2021 | 36 |
| -6.66% | Nov 28, 2014 | 12 | Dec 16, 2014 | 3 | Dec 19, 2014 | 15 |
| -6.39% | Mar 13, 2024 | 30 | Apr 25, 2024 | 18 | May 21, 2024 | 48 |
| -6.00% | Dec 26, 2006 | 45 | Mar 5, 2007 | 13 | Mar 22, 2007 | 58 |
| -5.70% | Jul 24, 2014 | 8 | Aug 5, 2014 | 12 | Aug 21, 2014 | 20 |
| -5.36% | Dec 19, 2014 | 17 | Jan 15, 2015 | 20 | Feb 13, 2015 | 37 |
| -5.28% | Jun 2, 2016 | 17 | Jun 27, 2016 | 14 | Jul 18, 2016 | 31 |
| -4.97% | Jul 19, 2017 | 16 | Aug 10, 2017 | 32 | Sep 26, 2017 | 48 |
| -4.86% | May 7, 2021 | 3 | May 12, 2021 | 8 | May 24, 2021 | 11 |