Performance analysis of ETO (Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund)
Annual Return
Over the past 3 years, ETO has had an average annual return of +19.72%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, ETO has had an average annual return of +9.08%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, ETO has had an average annual return of +12.51%, underperforming the benchmark SPY, which returned +15.44% annual.
Since May 26, 2004, ETO has had an average annual return of +10.56%, underperforming the benchmark SPY, which returned +11.06% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.38% | +29.92% | +15.55% | +21.55% | -29.94% | +37.17% | +6.45% | +50.97% | -19.16% | +33.58% | +7.12% | -4.60% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +11.95% | +33.25% | +26.49% | -11.44% | +13.17% | +48.79% | -53.56% | +14.85% | +33.55% | +31.35% | +6.89% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.47% | +0.18% | -11.21% | +12.64% | +4.39% | -0.68% | +4.38% | ||||||
| 2025 | +2.39% | -0.43% | -2.63% | -0.41% | +7.89% | +5.14% | +1.41% | +0.71% | +1.14% | +3.55% | +3.62% | +4.53% | +29.92% |
| 2024 | +1.47% | +3.18% | +2.65% | -2.46% | +4.60% | +2.17% | +1.11% | +2.40% | +2.56% | -3.65% | +3.77% | -2.85% | +15.55% |
| 2023 | +9.54% | -3.57% | +2.40% | +1.03% | -0.33% | +4.47% | +3.35% | -2.46% | -6.05% | -4.90% | +13.24% | +4.75% | +21.55% |
| 2022 | -7.01% | -4.59% | +6.35% | -17.85% | +1.69% | -10.18% | +26.76% | -14.27% | -13.81% | +10.79% | +0.22% | -4.84% | -29.94% |
| 2021 | -2.07% | +2.76% | +5.03% | +10.34% | +0.67% | +1.88% | +1.72% | +9% | -5.74% | +7.94% | -5.54% | +7.63% | +37.17% |
| 2020 | -0.13% | -11.14% | -20.76% | +16.29% | +3.13% | -0.19% | +2.62% | +4.94% | -5.12% | -4.42% | +19.87% | +8.04% | +6.45% |
| 2019 | +16.66% | +8.61% | +3.33% | +3.17% | -7.92% | +9% | +3.71% | +0.58% | +2.08% | +4.51% | -1.39% | +1.47% | +50.97% |
| 2018 | +2.81% | -4.25% | +2.12% | +3.29% | -0.91% | -3.42% | +5.29% | +1.03% | +0.48% | -13.65% | +1.91% | -13.50% | -19.16% |
| 2017 | +6.58% | +3.62% | +2.78% | +3.66% | +2.12% | +2.16% | +1.03% | -1.99% | +4.04% | +1.87% | +1.43% | +2.25% | +33.58% |
Drawdown analysis of ETO (Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund)
The maximum drawdown for the ETO was -71.94%, occurring on Mar 9, 2009. Recovery took 1045 trading sessions.
The current ETO drawdown is -0.97%.
Since May 26, 2004 ETO 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: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.94% | Oct 31, 2007 | 339 | Mar 9, 2009 | 1045 | May 2, 2013 | 1384 |
| -51.93% | Feb 20, 2020 | 22 | Mar 23, 2020 | 187 | Dec 16, 2020 | 209 |
| -35.40% | Nov 11, 2021 | 230 | Oct 12, 2022 | 539 | Dec 4, 2024 | 769 |
| -29.75% | Aug 28, 2018 | 81 | Dec 24, 2018 | 59 | Mar 21, 2019 | 140 |
| -24.20% | Apr 22, 2015 | 188 | Jan 20, 2016 | 150 | Aug 23, 2016 | 338 |
| -23.75% | Jul 12, 2007 | 25 | Aug 16, 2007 | 35 | Oct 5, 2007 | 60 |
| -18.24% | Feb 20, 2025 | 32 | Apr 7, 2025 | 25 | May 13, 2025 | 57 |
| -16.44% | May 21, 2013 | 23 | Jun 24, 2013 | 102 | Nov 15, 2013 | 125 |
| -15.27% | Feb 25, 2026 | 23 | Mar 30, 2026 | 26 | May 6, 2026 | 49 |
| -14.73% | Jun 1, 2004 | 47 | Aug 9, 2004 | 70 | Nov 16, 2004 | 117 |
| -13.96% | Jul 23, 2014 | 59 | Oct 15, 2014 | 16 | Nov 6, 2014 | 75 |
| -13.70% | May 10, 2006 | 24 | Jun 14, 2006 | 39 | Aug 9, 2006 | 63 |
| -11.74% | Dec 29, 2006 | 42 | Mar 5, 2007 | 21 | Apr 3, 2007 | 63 |
| -11.38% | Jan 24, 2018 | 12 | Feb 9, 2018 | 123 | Aug 7, 2018 | 135 |
| -11.20% | Sep 13, 2021 | 15 | Oct 4, 2021 | 28 | Nov 11, 2021 | 43 |
| -9.85% | Apr 17, 2019 | 31 | Jun 3, 2019 | 22 | Jul 3, 2019 | 53 |
| -9.80% | Jul 21, 2017 | 19 | Aug 17, 2017 | 85 | Dec 18, 2017 | 104 |
| -9.71% | Aug 23, 2016 | 52 | Nov 4, 2016 | 48 | Jan 17, 2017 | 100 |
| -9.53% | Mar 4, 2005 | 16 | Mar 29, 2005 | 68 | Jul 5, 2005 | 84 |
| -8.09% | Jan 22, 2014 | 8 | Feb 3, 2014 | 18 | Feb 28, 2014 | 26 |
| -7.91% | Nov 26, 2014 | 25 | Jan 5, 2015 | 48 | Mar 16, 2015 | 73 |
| -7.38% | Oct 3, 2005 | 8 | Oct 13, 2005 | 14 | Nov 2, 2005 | 22 |
| -7.15% | May 7, 2021 | 3 | May 12, 2021 | 18 | Jun 8, 2021 | 21 |
| -7.10% | Jan 30, 2006 | 10 | Feb 13, 2006 | 28 | Mar 24, 2006 | 38 |
| -6.23% | Sep 1, 2006 | 5 | Sep 11, 2006 | 29 | Oct 20, 2006 | 34 |