Eaton Vance Special Equities Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1994 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1.86 | 0 |
| 1995 | -1.01 | 3.17 | 2.18 | -0.1 | 0.68 | 2.12 | 5.19 | 2.51 | -0.35 | -3.87 | 3.84 | 2.38 | 17.7 |
| 1996 | -0.52 | 3.54 | 0.08 | 4.17 | 4 | -1.15 | -7.71 | 4.56 | 7.34 | 1.5 | 3.85 | -4.78 | 14.8 |
| 1997 | 2.4 | -8.12 | -7.53 | 0.1 | 14.65 | 2.85 | 4.79 | -0.72 | 4.28 | -2.63 | -1.27 | 2.67 | 9.9 |
| 1998 | 0.81 | 8.15 | 4.77 | 1.69 | -7.07 | 4.61 | -6.74 | -19.65 | 10.67 | 4.55 | 6.84 | 12.44 | 17.6 |
| 1999 | 0.64 | -8.58 | 3.21 | 0.88 | 2.42 | 8.77 | -1.3 | -0.88 | 4.08 | 5.79 | 8.86 | 12.46 | 40.7 |
| 2000 | -2.6 | 18.92 | 2.68 | -11.23 | -5.61 | 12.8 | -7.5 | 10.66 | -4.68 | -6.57 | -19.19 | 12 | -7.3 |
| 2001 | 0.52 | -18.1 | -14.21 | 15.31 | 1.07 | -1.59 | -5.06 | -7.71 | -20.52 | 14.53 | 8.64 | 4.6 | -26.6 |
| 2002 | -5.11 | -8.14 | 7.08 | -5.09 | -5.09 | -7.63 | -12.84 | 1.4 | -6.4 | 3.51 | 8.57 | -7.73 | -33.4 |
| 2003 | -1.25 | -2.89 | 0.37 | 7.22 | 7.6 | 0 | 5.46 | 4.87 | -5.22 | 8.58 | 3.81 | -0.95 | 30 |
| 2004 | 0 | -0.55 | -0.55 | -4.85 | 1.02 | 2.45 | -7.18 | -3.95 | 5.21 | 3.6 | 6.38 | 2.32 | 3 |
| 2005 | -2.8 | 2.88 | -3.46 | -7.45 | 5.22 | 2.12 | 5.83 | 0 | 2.23 | -4.49 | 5.55 | 1.33 | 6.1 |
| 2006 | 8.55 | -2.09 | 6.24 | 1.16 | -5.96 | -1.22 | -3.78 | 2.91 | 1.16 | 6.81 | 3.38 | -1.04 | 16.1 |
| 2007 | 3.98 | 1.73 | 1.63 | 4.47 | 5.82 | 0.76 | -4.96 | 0.07 | 4.55 | 4.86 | -5.96 | 3.2 | 21.2 |
| 2008 | -8.87 | 0.82 | 0 | 6.75 | 9.42 | 0.46 | -3.62 | 0.18 | -17.03 | -25.92 | -9.5 | -0.54 | -42.4 |
| 2009 | -6.67 | -6.23 | 5.04 | 11.83 | 2.51 | -0.2 | 8.9 | 3.2 | 6.01 | -3.35 | 4.36 | 6.05 | 34 |
| 2010 | -3.45 | 4.24 | 5.67 | 5.06 | -6.54 | -6.15 | 4.02 | -3.7 | 9.82 | 4.4 | 0.5 | 8.81 | 23.1 |
| 2011 | 2.87 | 3.62 | 1.47 | 1.21 | -0.6 | -1.92 | -4.59 | -5.64 | -10.53 | 12.3 | 1.01 | -2.61 | -5 |
| 2012 | 3.92 | 4.03 | 1.78 | -1.56 | -7.61 | 2.27 | -0.54 | 3.38 | 0 | -1.24 | 0.2 | 1.58 | 5.8 |
| 2013 | 7.54 | 1.21 | 3.82 | -2.99 | 3.62 | -0.86 | 7.56 | -1.42 | 5.03 | 2.86 | 1.32 | 3.2 | 34.9 |
| 2014 | -4.07 | 4.54 | 1.16 | -2.82 | -0.05 | 5.01 | -6.04 | 5.83 | -4.33 | 2.9 | 0.05 | 0.19 | 1.6 |
| 2015 | -2.96 | 6.44 | 2.59 | -2.52 | 3.74 | 0.18 | -0.4 | -4.55 | -4.53 | 3.08 | 0.9 | -4.81 | -3.5 |
| 2016 | -5.9 | 1.07 | 7.49 | -0.76 | 2.52 | -0.17 | 2.76 | 0.75 | -0.37 | -2.62 | 7.03 | 2.65 | 14.6 |
| 2017 | 0.58 | 2.81 | 0.56 | 0.55 | -0.65 | 2.12 | 0.86 | -1.39 | 4.02 | 0.82 | 3.31 | 0.11 | 14.4 |
| 2018 | 2.72 | -3.71 | 1.2 | 0.3 | 5.12 | 1.12 | 1.81 | 3.18 | -0.18 | -8.79 | 2.66 | -10.13 | -5.8 |
| 2019 | 9.58 | 5.42 | -0.3 | 3.96 | -4 | 6.58 | 1.6 | -3.11 | 0.1 | -0.1 | 3.11 | -2.83 | 20.8 |
| 2020 | 2.68 | 4.92 | 0.54 | 5.57 | 10.88 | -17.53 | -8.33 | -0.76 | -6.59 | 2.16 | 10.94 | 7.5 | 8.3 |
| 2021 | -15.39 | 23.61 | -11.52 | 21.17 | 0.04 | 0.04 | 0.47 | 0.2 | -3.87 | 5.04 | -2.94 | -8.53 | 1.3 |
| 2022 | -7.14 | 2.67 | -0.78 | -7.41 | -2.44 | -6.63 | 8.46 | -4.98 | -8.26 | 9.82 | 3.1 | -9.08 | -22.3 |
| 2023 | 8.47 | -0.78 | -0.83 | 0.16 | -4.25 | 6.08 | 2.94 | -3.26 | -2.8 | 0 | 0 | 0 | 5.1 |