Performance analysis of ETV (Eaton Vance Tax-Managed Buy-Write Opportunities Fund)
Annual Return
Over the past 3 years, ETV has had an average annual return of +13.70%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, ETV has had an average annual return of +6.80%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, ETV has had an average annual return of +9.32%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Jun 28, 2005, ETV has had an average annual return of +8.78%, underperforming the benchmark SPY, which returned +11.04% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.08% | +8.61% | +27.66% | +9.95% | -19.69% | +18.41% | +13.17% | +21.24% | -4.29% | +12.96% | +6.19% | +18.92% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +9.83% | +23.87% | +18.26% | +0.00801% | -2.92% | +70.83% | -30.90% | -7.94% | +26.75% | -6.68% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.72% | +0.55% | -5.91% | +7.61% | +2.69% | +0.53% | +0.12% | +8.08% | |||||
| 2025 | +0.83% | -0.92% | -6.28% | -0.89% | +5.55% | +2.66% | +0.14% | +2.18% | +2.57% | +2.89% | +0.35% | -0.34% | +8.61% |
| 2024 | +1.58% | +5.04% | +0.49% | -1.23% | +3.71% | +5.62% | -0.23% | +1.35% | +2.06% | +0.50% | +5.60% | +0.48% | +27.66% |
| 2023 | +7.14% | +0.11% | -1.97% | -1.47% | -0.29% | +5.37% | +4.43% | -3.29% | -5.16% | -4.99% | +11.49% | -0.45% | +9.95% |
| 2022 | -6.50% | -0.06% | +2.01% | -6.23% | -0.65% | -4.93% | +12.46% | -1.27% | -10.33% | +9.33% | -5.30% | -7.72% | -19.69% |
| 2021 | -2.49% | +1.81% | +3.87% | +3.49% | +1.76% | +1.87% | +1.85% | +1.09% | -2.67% | +4.26% | -1.64% | +4.15% | +18.41% |
| 2020 | +0.80% | -8.83% | -9.79% | +12.55% | +3.44% | +3.04% | +0.57% | +5.48% | -5.50% | -2.85% | +10.43% | +5.82% | +13.17% |
| 2019 | +11.61% | +0.94% | +1.15% | +3.27% | -8.26% | +7.94% | +3.67% | -5.31% | +1.52% | +2.52% | +0.34% | +1.49% | +21.24% |
| 2018 | +0.58% | +0.80% | -2.37% | +1.56% | +3.13% | +1.24% | +2.79% | +3.24% | +0.31% | -8.21% | +1.79% | -8.32% | -4.29% |
| 2017 | +3.51% | +0.46% | +0.73% | +2.97% | -0.26% | -0.25% | +1.90% | -0.25% | +0.99% | -0.58% | +1.26% | +1.85% | +12.96% |
Drawdown analysis of ETV (Eaton Vance Tax-Managed Buy-Write Opportunities Fund)
The maximum drawdown for the ETV was -52.10%, occurring on Nov 20, 2008. Recovery took 206 trading sessions.
The current ETV drawdown is -2.31%.
Since Jun 28, 2005 ETV has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.10% | Jun 19, 2007 | 361 | Nov 20, 2008 | 206 | Sep 17, 2009 | 567 |
| -42.31% | Jan 17, 2020 | 44 | Mar 23, 2020 | 99 | Aug 12, 2020 | 143 |
| -22.68% | Dec 27, 2021 | 253 | Dec 28, 2022 | 375 | Jun 27, 2024 | 628 |
| -21.35% | Oct 1, 2018 | 58 | Dec 24, 2018 | 77 | Apr 16, 2019 | 135 |
| -20.28% | Feb 18, 2025 | 34 | Apr 7, 2025 | 87 | Aug 12, 2025 | 121 |
| -19.71% | Dec 22, 2009 | 409 | Aug 8, 2011 | 114 | Jan 20, 2012 | 523 |
| -13.67% | Sep 18, 2014 | 19 | Oct 15, 2014 | 33 | Dec 2, 2014 | 52 |
| -13.31% | Dec 29, 2015 | 14 | Jan 20, 2016 | 61 | Apr 18, 2016 | 75 |
| -12.88% | Aug 19, 2015 | 3 | Aug 24, 2015 | 43 | Oct 23, 2015 | 46 |
| -11.95% | Jul 15, 2005 | 110 | Dec 20, 2005 | 152 | Jul 31, 2006 | 262 |
| -10.85% | Apr 23, 2019 | 28 | Jun 3, 2019 | 28 | Jul 12, 2019 | 56 |
| -10.35% | Feb 26, 2026 | 22 | Mar 30, 2026 | 22 | Apr 30, 2026 | 44 |
| -10.21% | Sep 2, 2020 | 41 | Oct 30, 2020 | 14 | Nov 19, 2020 | 55 |
| -10.20% | Oct 8, 2012 | 26 | Nov 15, 2012 | 33 | Jan 4, 2013 | 59 |
| -8.55% | Sep 17, 2009 | 31 | Oct 30, 2009 | 18 | Nov 25, 2009 | 49 |
| -8.40% | Jul 16, 2024 | 16 | Aug 7, 2024 | 30 | Sep 19, 2024 | 46 |
| -7.99% | Apr 3, 2012 | 42 | Jun 4, 2012 | 38 | Jul 27, 2012 | 80 |
| -7.77% | Dec 24, 2014 | 6 | Jan 5, 2015 | 41 | Mar 5, 2015 | 47 |
| -6.68% | Jan 23, 2018 | 13 | Feb 9, 2018 | 10 | Feb 26, 2018 | 23 |
| -6.57% | Jul 29, 2019 | 25 | Sep 3, 2019 | 80 | Dec 26, 2019 | 105 |
| -6.04% | Sep 28, 2016 | 27 | Nov 4, 2016 | 11 | Nov 21, 2016 | 38 |
| -5.97% | May 21, 2013 | 23 | Jun 24, 2013 | 27 | Aug 1, 2013 | 50 |
| -5.30% | Dec 8, 2014 | 6 | Dec 16, 2014 | 6 | Dec 24, 2014 | 12 |
| -5.24% | May 5, 2016 | 26 | Jun 13, 2016 | 25 | Jul 19, 2016 | 51 |
| -5.11% | Oct 31, 2025 | 14 | Nov 20, 2025 | 4 | Nov 26, 2025 | 18 |