Performance analysis of EXG (Eaton Vance Tax-Managed Global Diversified Equity Income Fund)
Annual Return
Over the past 3 years, EXG has had an average annual return of +16.66%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, EXG has had an average annual return of +8.36%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, EXG has had an average annual return of +10.90%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Apr 23, 2007, EXG has had an average annual return of +7.25%, underperforming the benchmark SPY, which returned +10.80% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.63% | +27.76% | +16.03% | +11.46% | -22.18% | +31.53% | +10.32% | +28.71% | -12.05% | +29.60% | +1.68% | +3.34% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +4.48% | +25.65% | +19.95% | -11.57% | -2.00% | +49.12% | -30.87% | -10.83% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.37% | +0.38% | -9.69% | +9.31% | +2.43% | +3.32% | -0.66% | +6.63% | |||||
| 2025 | +4.74% | -0.65% | -1.97% | +0.11% | +7.13% | +2.63% | +0.75% | +2.82% | +2.65% | +2.38% | +1.38% | +3.09% | +27.76% |
| 2024 | +0.97% | +3.04% | +3.74% | -1.13% | +4.20% | +2.98% | +0.89% | +1.39% | +3.26% | -4.19% | +2.61% | -2.43% | +16.03% |
| 2023 | +6.03% | -3.46% | +3.25% | +0.71% | +0.06% | +2.77% | +2.60% | -2.40% | -5.06% | -4.69% | +11.14% | +1.11% | +11.46% |
| 2022 | -5.59% | -6.32% | +5.18% | -7.55% | -2.00% | -10.18% | +12.59% | +0.92% | -15.15% | +8.58% | +3.29% | -4.92% | -22.18% |
| 2021 | -0.69% | +3.13% | +5.67% | +4.11% | +6.26% | +1% | +0.51% | +6.18% | -6.46% | +6.70% | -3.90% | +6.24% | +31.53% |
| 2020 | +0.90% | -12.59% | -15.44% | +7.57% | +6.97% | +3.22% | +2.60% | +4.96% | -5.11% | -2.36% | +17.43% | +6.28% | +10.32% |
| 2019 | +7.14% | +0.78% | +3.43% | +2.47% | -5.55% | +7.64% | -0.72% | -0.10% | +2.22% | +2.09% | +4.70% | +2.09% | +28.71% |
| 2018 | +3.79% | -5.01% | +1.06% | +1.50% | +1.81% | +1.13% | +2.96% | +2.59% | -0.97% | -9.85% | +3.65% | -13.57% | -12.05% |
| 2017 | +6.41% | +4.41% | -1.64% | +4.44% | +3.36% | +2.28% | +2.46% | -0.68% | +2.69% | +0.71% | +0.71% | +1.35% | +29.60% |
Drawdown analysis of EXG (Eaton Vance Tax-Managed Global Diversified Equity Income Fund)
The maximum drawdown for the EXG was -58.19%, occurring on Nov 20, 2008. Recovery took 1050 trading sessions.
The current EXG drawdown is -1.12%.
Since Apr 23, 2007 EXG 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: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.19% | May 15, 2007 | 385 | Nov 20, 2008 | 1050 | Jan 25, 2013 | 1435 |
| -45.30% | Feb 12, 2020 | 27 | Mar 23, 2020 | 179 | Dec 4, 2020 | 206 |
| -27.75% | Jan 4, 2022 | 183 | Sep 27, 2022 | 443 | Jul 3, 2024 | 626 |
| -24.66% | Sep 11, 2018 | 72 | Dec 24, 2018 | 228 | Nov 19, 2019 | 300 |
| -20.13% | Jul 21, 2015 | 142 | Feb 11, 2016 | 130 | Aug 17, 2016 | 272 |
| -15.13% | Feb 18, 2025 | 35 | Apr 8, 2025 | 23 | May 12, 2025 | 58 |
| -14.28% | Feb 26, 2026 | 22 | Mar 30, 2026 | 26 | May 6, 2026 | 48 |
| -11.25% | Sep 19, 2014 | 17 | Oct 14, 2014 | 97 | Mar 5, 2015 | 114 |
| -10.56% | Sep 6, 2016 | 43 | Nov 4, 2016 | 61 | Feb 3, 2017 | 104 |
| -9.91% | Jan 23, 2018 | 9 | Feb 5, 2018 | 87 | Jun 11, 2018 | 96 |
| -9.82% | May 21, 2013 | 23 | Jun 24, 2013 | 60 | Sep 18, 2013 | 83 |
| -9.68% | Jul 16, 2024 | 14 | Aug 5, 2024 | 38 | Sep 27, 2024 | 52 |
| -7.09% | Jan 22, 2014 | 8 | Feb 3, 2014 | 14 | Feb 24, 2014 | 22 |
| -6.81% | Sep 3, 2021 | 18 | Sep 30, 2021 | 24 | Nov 3, 2021 | 42 |
| -6.12% | Mar 1, 2017 | 6 | Mar 9, 2017 | 26 | Apr 17, 2017 | 32 |
| -5.52% | Aug 8, 2017 | 2 | Aug 10, 2017 | 26 | Sep 18, 2017 | 28 |
| -5.30% | Nov 12, 2025 | 6 | Nov 20, 2025 | 5 | Nov 28, 2025 | 11 |
| -5.26% | Nov 8, 2021 | 18 | Dec 3, 2021 | 18 | Dec 30, 2021 | 36 |
| -4.66% | Dec 6, 2024 | 9 | Dec 19, 2024 | 19 | Jan 21, 2025 | 28 |
| -4.50% | Jul 24, 2014 | 8 | Aug 5, 2014 | 17 | Aug 28, 2014 | 25 |
| -4.19% | Sep 30, 2024 | 23 | Oct 31, 2024 | 25 | Dec 6, 2024 | 48 |
| -4.18% | Jun 3, 2015 | 24 | Jul 8, 2015 | 6 | Jul 16, 2015 | 30 |
| -4.08% | Jan 20, 2021 | 7 | Jan 29, 2021 | 11 | Feb 16, 2021 | 18 |
| -3.61% | Jul 23, 2025 | 7 | Aug 1, 2025 | 8 | Aug 13, 2025 | 15 |
| -3.60% | Jan 22, 2020 | 3 | Jan 27, 2020 | 12 | Feb 12, 2020 | 15 |