Performance analysis of ETG (Eaton Vance Tax-Advantaged Global Dividend Income Fund)
Annual Return
Over the past 3 years, ETG has had an average annual return of +18.89%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, ETG has had an average annual return of +10.42%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, ETG has had an average annual return of +12.89%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Jan 29, 2004, ETG has had an average annual return of +8.75%, underperforming the benchmark SPY, which returned +10.72% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.41% | +36.87% | +15.45% | +21.98% | -27.58% | +33.06% | +10.17% | +43.63% | -15.86% | +33.52% | -1.26% | +3.39% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +2.58% | +33.91% | +20.57% | -6.01% | +11.72% | +43.64% | -56.25% | +10.70% | +33.35% | +10.92% | +5.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.78% | -0.90% | -12.14% | +13.25% | +3.59% | +1.46% | -1.97% | +3.41% | |||||
| 2025 | +4.41% | +0.25% | -2.51% | +2.67% | +8.51% | +5.26% | -0.39% | +1.31% | +1.87% | +4.75% | +1.83% | +4.33% | +36.87% |
| 2024 | +1.76% | +3.48% | +3.09% | -3.89% | +4.87% | +3.37% | +1.77% | +2.08% | +2.64% | -3.77% | +3.39% | -3.78% | +15.45% |
| 2023 | +10.20% | -3.39% | +2.36% | +1.31% | -1.86% | +5.94% | +4.25% | -2.93% | -7.31% | -5.28% | +14.94% | +4.06% | +21.98% |
| 2022 | -7.33% | -5.94% | +5.90% | -11.47% | -1.89% | -7.80% | +17.32% | -8.55% | -10.66% | +8.86% | -0.30% | -5.83% | -27.58% |
| 2021 | -3.63% | +4.52% | +5.58% | +5.78% | +3.60% | +1.90% | -0.89% | +8.08% | -3.80% | +4.94% | -1.69% | +5.37% | +33.06% |
| 2020 | +1.84% | -13.51% | -23.03% | +11.18% | +5.46% | +4.29% | +4.79% | +7.04% | -5.25% | -3.25% | +19.48% | +8.16% | +10.17% |
| 2019 | +12.08% | +3.67% | +0.78% | +4.40% | -7.32% | +8.85% | +2.63% | -2.92% | +4.89% | +2.52% | +4.07% | +4.44% | +43.63% |
| 2018 | +4.45% | -5.33% | -0.76% | +1.39% | +1.08% | +1.08% | +4.42% | +1.72% | +0.80% | -12.59% | +1.07% | -12.50% | -15.86% |
| 2017 | +7.07% | +4.10% | +1.97% | +7.58% | +1.27% | +1.86% | +2.47% | -3.72% | +3.99% | +0.54% | +0.43% | +2.20% | +33.52% |
Drawdown analysis of ETG (Eaton Vance Tax-Advantaged Global Dividend Income Fund)
The maximum drawdown for the ETG was -74.70%, occurring on Mar 9, 2009. Recovery took 1208 trading sessions.
The current ETG drawdown is -2.46%.
Since Jan 29, 2004 ETG has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.70% | Jul 13, 2007 | 416 | Mar 9, 2009 | 1208 | Dec 23, 2013 | 1624 |
| -51.49% | Feb 20, 2020 | 22 | Mar 23, 2020 | 187 | Dec 16, 2020 | 209 |
| -31.58% | Jan 3, 2022 | 184 | Sep 27, 2022 | 439 | Jun 27, 2024 | 623 |
| -29.50% | Sep 21, 2018 | 64 | Dec 24, 2018 | 210 | Oct 24, 2019 | 274 |
| -24.65% | Jun 2, 2015 | 176 | Feb 11, 2016 | 264 | Mar 1, 2017 | 440 |
| -20.79% | Feb 6, 2004 | 69 | May 17, 2004 | 132 | Nov 23, 2004 | 201 |
| -16.96% | Feb 19, 2025 | 34 | Apr 8, 2025 | 17 | May 2, 2025 | 51 |
| -16.65% | Feb 2, 2026 | 39 | Mar 30, 2026 | 41 | May 28, 2026 | 80 |
| -13.58% | Jul 7, 2014 | 71 | Oct 15, 2014 | 109 | Mar 24, 2015 | 180 |
| -10.28% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -10.10% | Jan 23, 2018 | 13 | Feb 9, 2018 | 113 | Jul 24, 2018 | 126 |
| -9.98% | Dec 20, 2006 | 48 | Mar 5, 2007 | 22 | Apr 4, 2007 | 70 |
| -6.88% | Sep 12, 2005 | 23 | Oct 13, 2005 | 15 | Nov 3, 2005 | 38 |
| -6.87% | Jun 4, 2007 | 6 | Jun 12, 2007 | 22 | Jul 13, 2007 | 28 |
| -6.71% | Jan 22, 2014 | 8 | Feb 3, 2014 | 13 | Feb 21, 2014 | 21 |
| -6.68% | Sep 16, 2021 | 12 | Oct 4, 2021 | 20 | Nov 1, 2021 | 32 |
| -6.43% | Mar 7, 2005 | 12 | Mar 23, 2005 | 48 | Jun 1, 2005 | 60 |
| -6.31% | May 10, 2006 | 24 | Jun 14, 2006 | 13 | Jul 3, 2006 | 37 |
| -6.18% | Nov 12, 2025 | 6 | Nov 20, 2025 | 7 | Dec 2, 2025 | 13 |
| -6.09% | Jul 25, 2017 | 12 | Aug 10, 2017 | 44 | Oct 12, 2017 | 56 |
| -5.99% | Nov 8, 2024 | 28 | Dec 19, 2024 | 36 | Feb 13, 2025 | 64 |
| -5.93% | Mar 22, 2006 | 17 | Apr 17, 2006 | 10 | May 1, 2006 | 27 |
| -5.51% | Nov 16, 2021 | 12 | Dec 3, 2021 | 17 | Dec 29, 2021 | 29 |
| -5.22% | May 7, 2021 | 3 | May 12, 2021 | 7 | May 21, 2021 | 10 |
| -5.05% | Jun 14, 2021 | 24 | Jul 19, 2021 | 15 | Aug 9, 2021 | 39 |