Performance analysis of EOS (Eaton Vance Enhanced Equity Income Fund II)
Annual Return
Over the past 3 years, EOS has had an average annual return of +19.55%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, EOS has had an average annual return of +8.87%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, EOS has had an average annual return of +13.75%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Jan 27, 2005, EOS has had an average annual return of +9.65%, underperforming the benchmark SPY, which returned +11.11% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.67% | +5.75% | +38.67% | +22.60% | -26.50% | +20.29% | +29.50% | +30.34% | +2.78% | +27.88% | +1.79% | +6.40% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +15.07% | +36.07% | +12.84% | -7.67% | -4.90% | +55.06% | -32.27% | -6.03% | +26.58% | -3.91% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.63% | -1.19% | -6.29% | +10.68% | +2.83% | -0.87% | +0.67% | ||||||
| 2025 | +1.14% | -3.27% | -8.19% | +1.70% | +8.42% | +6.22% | +0.38% | -0.03% | +0.38% | +0.69% | -3.71% | +2.92% | +5.75% |
| 2024 | +2% | +6.21% | +1.22% | -1.27% | +5.32% | +6.17% | -1.19% | +1.09% | +1.88% | +2.59% | +6.94% | +2.60% | +38.67% |
| 2023 | +5% | -5.26% | +1.72% | +0.27% | +2.60% | +8.23% | +3.45% | -0.98% | -4.39% | -4.40% | +14.09% | +1.88% | +22.60% |
| 2022 | -9.88% | -5.74% | +2.51% | -11.24% | -2.14% | -9.13% | +16.50% | -5.77% | -11.88% | +12.70% | +3.37% | -5.11% | -26.50% |
| 2021 | -3.76% | +6.57% | -1.54% | +5.64% | -1.23% | +4.61% | +1.15% | +6.40% | -5.87% | +5.20% | -0.64% | +3.04% | +20.29% |
| 2020 | +2.41% | -13.24% | -11.22% | +15.96% | +8.89% | +2.36% | +3.80% | +8.64% | -5.60% | -2.31% | +15.46% | +5.78% | +29.50% |
| 2019 | +12.75% | +4.07% | -2.60% | +3.76% | -5.86% | +7.48% | +3.06% | -4.90% | +1.74% | +3.43% | +2.44% | +2.80% | +30.34% |
| 2018 | +6.68% | -0.51% | -0.85% | +5.32% | +6.52% | -3.34% | +3% | +4.29% | -0.85% | -10.85% | +2.45% | -7.41% | +2.78% |
| 2017 | +4.68% | +2.77% | +0.06% | +5.48% | +3.38% | +0.45% | +4.04% | +1.06% | -0.35% | +1.38% | +0.98% | +1.11% | +27.88% |
Drawdown analysis of EOS (Eaton Vance Enhanced Equity Income Fund II)
The maximum drawdown for the EOS was -55.70%, occurring on Mar 9, 2009. Recovery took 988 trading sessions.
The current EOS drawdown is -1.64%.
Since Jan 27, 2005 EOS has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.70% | Jul 3, 2007 | 423 | Mar 9, 2009 | 988 | Feb 8, 2013 | 1411 |
| -41.12% | Feb 19, 2020 | 20 | Mar 18, 2020 | 95 | Aug 3, 2020 | 115 |
| -34.30% | Dec 31, 2021 | 115 | Jun 16, 2022 | 435 | Mar 12, 2024 | 550 |
| -25.69% | Aug 29, 2018 | 80 | Dec 24, 2018 | 128 | Jun 28, 2019 | 208 |
| -24.33% | Dec 24, 2024 | 70 | Apr 8, 2025 | 55 | Jun 27, 2025 | 125 |
| -19.16% | Aug 5, 2015 | 131 | Feb 11, 2016 | 109 | Jul 19, 2016 | 240 |
| -17.12% | Sep 22, 2025 | 130 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -12.44% | Jul 10, 2024 | 18 | Aug 5, 2024 | 46 | Oct 9, 2024 | 64 |
| -11.99% | Aug 19, 2005 | 89 | Dec 27, 2005 | 45 | Mar 3, 2006 | 134 |
| -11.46% | Sep 18, 2014 | 19 | Oct 15, 2014 | 12 | Oct 31, 2014 | 31 |
| -10.08% | Sep 2, 2020 | 15 | Sep 24, 2020 | 37 | Nov 16, 2020 | 52 |
| -8.65% | Jan 26, 2018 | 6 | Feb 5, 2018 | 23 | Mar 9, 2018 | 29 |
| -8.50% | May 21, 2013 | 23 | Jun 24, 2013 | 14 | Jul 15, 2013 | 37 |
| -8.29% | Feb 14, 2005 | 54 | May 3, 2005 | 47 | Jul 11, 2005 | 101 |
| -7.84% | Feb 19, 2021 | 24 | Mar 25, 2021 | 12 | Apr 13, 2021 | 36 |
| -7.56% | Mar 12, 2018 | 14 | Apr 2, 2018 | 24 | May 4, 2018 | 38 |
| -7.51% | Sep 7, 2021 | 19 | Oct 4, 2021 | 24 | Nov 5, 2021 | 43 |
| -7.14% | Mar 14, 2006 | 45 | May 17, 2006 | 10 | Jun 1, 2006 | 55 |
| -6.91% | Apr 26, 2021 | 12 | May 12, 2021 | 22 | Jun 14, 2021 | 34 |
| -6.64% | Oct 10, 2016 | 19 | Nov 4, 2016 | 61 | Feb 3, 2017 | 80 |
| -6.48% | Jul 30, 2019 | 18 | Aug 23, 2019 | 56 | Nov 12, 2019 | 74 |
| -6.16% | Jan 18, 2007 | 31 | Mar 5, 2007 | 21 | Apr 3, 2007 | 52 |
| -5.76% | Nov 28, 2014 | 31 | Jan 14, 2015 | 20 | Feb 12, 2015 | 51 |
| -5.35% | Mar 12, 2024 | 27 | Apr 19, 2024 | 10 | May 3, 2024 | 37 |
| -5.01% | Jul 29, 2014 | 6 | Aug 6, 2014 | 9 | Aug 19, 2014 | 15 |