Performance analysis of ETW (Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund)
Annual Return
Over the past 3 years, ETW has had an average annual return of +15.42%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, ETW has had an average annual return of +6.37%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, ETW has had an average annual return of +8.53%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 21, 2005, ETW has had an average annual return of +7.30%, underperforming the benchmark SPY, which returned +11.18% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.91% | +20.06% | +19.04% | +9.35% | -23.85% | +25.35% | +3.31% | +18.89% | -12.03% | +30.43% | +0.26% | +12.57% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +0.16% | +25.33% | +15.60% | -6.41% | -1.02% | +59.25% | -33.23% | -5.91% | +29.99% | -4.12% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.58% | +1.56% | -6.60% | +8.05% | +2.22% | -0.52% | +6.91% | ||||||
| 2025 | +2.94% | -0.64% | -1.93% | -0.62% | +4.27% | +3.66% | +1.01% | +4.59% | +1.29% | +1.40% | +1.40% | +1.28% | +20.06% |
| 2024 | +0.88% | +3.71% | +3.11% | -3.33% | +3.90% | +2.93% | +1.52% | +1.30% | +4.52% | -2.35% | +2.70% | -0.98% | +19.04% |
| 2023 | +6.04% | -1.61% | +2% | +1.47% | -0.65% | +3.10% | +2.05% | -3.37% | -3.66% | -5.66% | +9.64% | +0.62% | +9.35% |
| 2022 | -5.33% | -1.99% | +0.30% | -8.64% | -4.17% | -4.61% | +8% | +2.38% | -15.52% | +10.58% | +2.03% | -7.04% | -23.85% |
| 2021 | +0.00750% | +1.89% | +6.92% | +4.39% | +4.52% | -1.33% | +2.42% | +0.83% | -1.98% | +3.26% | -1.97% | +4.29% | +25.35% |
| 2020 | +0.21% | -13.26% | -15.02% | +8.51% | +5.30% | +4.22% | +2.70% | +2.98% | -4.32% | -4.00% | +17.01% | +3.32% | +3.31% |
| 2019 | +3.81% | -0.59% | +1.58% | +2.58% | -4.51% | +4.59% | +0.23% | -2.55% | +3.32% | +5.74% | +1.91% | +1.78% | +18.89% |
| 2018 | +3.94% | -3.65% | -1.03% | +1.30% | +0.69% | +2.50% | +2.39% | +1% | +0.84% | -9.24% | +0.41% | -10.68% | -12.03% |
| 2017 | +6.26% | +3.47% | +1.21% | +4.06% | +3.21% | -0.51% | +4.49% | +0.19% | +1.72% | +0.60% | +0.77% | +1.61% | +30.43% |
Drawdown analysis of ETW (Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund)
The maximum drawdown for the ETW was -54.19%, occurring on Nov 20, 2008. Recovery took 267 trading sessions.
The current ETW drawdown is -0.52%.
Since Nov 21, 2005 ETW 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: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.19% | Jul 3, 2007 | 351 | Nov 20, 2008 | 267 | Dec 14, 2009 | 618 |
| -47.92% | Aug 20, 2018 | 396 | Mar 18, 2020 | 204 | Jan 7, 2021 | 600 |
| -27.90% | Dec 29, 2021 | 190 | Sep 30, 2022 | 529 | Nov 7, 2024 | 719 |
| -20.10% | Jul 7, 2011 | 62 | Oct 4, 2011 | 102 | Mar 1, 2012 | 164 |
| -20.04% | Oct 23, 2015 | 59 | Jan 20, 2016 | 144 | Aug 15, 2016 | 203 |
| -19.75% | Dec 21, 2009 | 133 | Jul 2, 2010 | 208 | Apr 29, 2011 | 341 |
| -16.29% | Feb 18, 2025 | 34 | Apr 7, 2025 | 44 | Jun 10, 2025 | 78 |
| -12.92% | Jul 24, 2014 | 58 | Oct 15, 2014 | 133 | Apr 28, 2015 | 191 |
| -11.89% | Aug 5, 2015 | 38 | Sep 29, 2015 | 18 | Oct 23, 2015 | 56 |
| -10.59% | Mar 1, 2012 | 65 | Jun 4, 2012 | 47 | Aug 9, 2012 | 112 |
| -10.17% | Feb 25, 2026 | 23 | Mar 30, 2026 | 10 | Apr 14, 2026 | 33 |
| -8.68% | Oct 17, 2012 | 19 | Nov 15, 2012 | 33 | Jan 4, 2013 | 52 |
| -8.49% | Jan 25, 2018 | 10 | Feb 8, 2018 | 91 | Jun 20, 2018 | 101 |
| -7.33% | Dec 16, 2005 | 6 | Dec 27, 2005 | 7 | Jan 6, 2006 | 13 |
| -6.86% | May 21, 2013 | 23 | Jun 24, 2013 | 14 | Jul 15, 2013 | 37 |
| -6.31% | Sep 8, 2016 | 79 | Dec 30, 2016 | 21 | Feb 1, 2017 | 100 |
| -5.79% | Jan 22, 2014 | 8 | Feb 3, 2014 | 13 | Feb 21, 2014 | 21 |
| -4.92% | Nov 4, 2021 | 20 | Dec 3, 2021 | 12 | Dec 21, 2021 | 32 |
| -4.59% | Jun 11, 2021 | 5 | Jun 18, 2021 | 34 | Aug 6, 2021 | 39 |
| -4.53% | Nov 11, 2025 | 7 | Nov 20, 2025 | 5 | Nov 28, 2025 | 12 |
| -4.48% | May 8, 2006 | 15 | May 30, 2006 | 23 | Jun 30, 2006 | 38 |
| -4.24% | May 31, 2011 | 12 | Jun 16, 2011 | 14 | Jul 7, 2011 | 26 |
| -4.13% | Aug 7, 2017 | 3 | Aug 10, 2017 | 21 | Sep 11, 2017 | 24 |
| -3.91% | Nov 21, 2005 | 10 | Dec 6, 2005 | 8 | Dec 16, 2005 | 18 |
| -3.90% | Aug 12, 2021 | 36 | Oct 4, 2021 | 9 | Oct 15, 2021 | 45 |