Eaton Vance Special Equities Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1980 | 0 | -3.31 | -7.91 | 7.42 | 4.1 | 2.49 | 13.77 | 2.85 | 3.46 | 1.67 | 7.4 | 0.61 | 0 |
| 1981 | -1.23 | 3 | 5.67 | 1.16 | 3.87 | -3.59 | -2.29 | -7.32 | -1.42 | 8.81 | 2.8 | -0.14 | 8.6 |
| 1982 | -13.26 | -2.49 | -0.55 | 5.69 | -3.47 | -1.26 | 2.73 | 7.27 | 3.47 | 10.22 | 8.55 | 0.8 | 16.5 |
| 1983 | -4.58 | 8.95 | 2.12 | 2.98 | -0.38 | 5.69 | -3.23 | -1.85 | 2.52 | -4.79 | 4.77 | -3.57 | 7.8 |
| 1984 | -21.9 | -5.26 | 0.87 | 0 | -3.61 | 5.18 | -3.23 | 13.51 | -3.71 | -2.25 | -1.97 | 5.53 | -19.1 |
| 1985 | -1.95 | 0.65 | -4.53 | -2.03 | 3.98 | 3.33 | 1.29 | -2.23 | -8.46 | 4.09 | 8.02 | 3.16 | 4.3 |
| 1986 | -3.42 | 7.18 | 1.79 | 3.36 | 2.4 | 0 | -8.98 | 1.67 | -11.34 | 4.38 | -2.26 | -11.22 | -17.1 |
| 1987 | 13.57 | 6.06 | -1.08 | -4.06 | 2.93 | 0.16 | 3 | 4.44 | -1.32 | -23.63 | -6.23 | 13.49 | 1.7 |
| 1988 | 0.91 | 7.25 | -1.01 | 0.51 | -1.87 | 6.4 | -2.76 | -3.68 | 4.69 | -1.16 | -2.01 | 4.11 | 11.2 |
| 1989 | 3.78 | -1.27 | 2.09 | 5.35 | 5.52 | -3.11 | 6.13 | 2.48 | 1.74 | -1.98 | 1.08 | -6.13 | 16 |
| 1990 | -7.8 | 4.46 | 4.57 | -2.68 | 13.89 | 2.54 | -3.47 | -10.91 | -7.49 | -3.12 | 9.16 | 0.29 | -3.4 |
| 1991 | 10.13 | 8.67 | 6.01 | -2.2 | 6.75 | -6.54 | 7.95 | 2.64 | -1.28 | 4.23 | -3.12 | 2.26 | 39.8 |
| 1992 | -0.84 | 1.17 | -5.76 | -4.33 | -0.46 | -3.97 | 5.47 | -1.84 | 2 | 2.65 | 7.85 | -6.55 | -5.6 |
| 1993 | 2.11 | -7.19 | 2 | -8.06 | 6.88 | -0.35 | -1.65 | 5.14 | 2.95 | 0.99 | -2.19 | -5.81 | -6.2 |
| 1994 | 1.3 | -0.59 | -8.72 | 0 | -2.71 | -5.31 | 1.4 | 9.12 | -3.04 | 1.96 | -4.1 | -8.14 | -18.4 |
| 1995 | -1.02 | 4.26 | 2.39 | 0 | 1.1 | 2.31 | 5.98 | 2.76 | -0.24 | -3.67 | 4.19 | -2.68 | 16 |
| 1996 | -0.25 | 3.77 | 0.48 | 4.46 | 4.15 | -0.89 | -7.6 | 4.84 | 7.73 | 1.5 | 4.43 | -0.36 | 23.6 |
| 1997 | 2.79 | -7.93 | -7.46 | 0 | 14.89 | 4.32 | 4.14 | -0.6 | 4.73 | -2.55 | -0.95 | 3.9 | 14.1 |
| 1998 | -0.14 | 8.17 | 7.57 | 1.77 | -6.83 | 4.8 | -6.62 | -19.62 | 10.68 | 4.59 | 6.88 | 10.85 | 18.9 |
| 1999 | 0.8 | -8.47 | 3.26 | 0.86 | 2.56 | 8.75 | -1.15 | -0.78 | 4.17 | 5.87 | 8.85 | 12.53 | 42 |
| 2000 | -2.66 | 19.04 | 2.57 | -11.19 | -5.56 | 12.98 | -7.45 | 10.69 | -4.67 | -6.54 | -19.11 | 9.08 | -9.3 |
| 2001 | 3.35 | -18.05 | -14.18 | 15.49 | 1.05 | 1.38 | -7.65 | -7.73 | -20.36 | 14.54 | 8.75 | 4.63 | -24 |
| 2002 | -5.19 | -7.91 | 7.05 | -4.94 | -4.98 | -7.74 | -12.59 | 1.41 | -6.41 | 3.57 | 7.47 | -6.68 | -32.9 |
| 2003 | -1.15 | -2.9 | 0.3 | 7.44 | 7.76 | 0 | 5.4 | 5.12 | -5.34 | 8.58 | 4.06 | -0.87 | 31 |
| 2004 | 0 | -0.44 | -0.66 | -4.65 | 1.16 | 2.52 | -7.16 | -4.1 | 7.04 | 2.11 | 6.44 | 2.38 | 3.7 |
| 2005 | -2.74 | 3.04 | -3.58 | -7.21 | 5.18 | 2.24 | 5.91 | 0 | 2.27 | -4.44 | 5.59 | 1.5 | 7 |
| 2006 | 8.62 | -2 | 6.21 | 1.23 | -5.93 | -1.13 | -3.68 | 2.97 | 1.24 | 6.84 | 3.43 | -0.96 | 17 |
| 2007 | 4.02 | 1.86 | 1.68 | 4.56 | 5.88 | 0.87 | -4.95 | 0.13 | 4.61 | 4.97 | -5.92 | 3.27 | 22.2 |
| 2008 | -8.83 | 0.87 | 0.07 | 6.82 | 9.48 | 0.51 | -3.55 | 0.23 | -17.01 | -25.82 | -9.46 | -0.52 | -42 |
| 2009 | -6.51 | -6.29 | 5.16 | 11.86 | 2.55 | -0.1 | 8.96 | 3.29 | 6.1 | -3.33 | 4.4 | 6.19 | 35.1 |
| 2010 | -3.42 | 4.35 | 5.71 | 5.11 | -6.46 | -6.16 | 4.11 | -3.57 | 9.85 | 4.45 | 0.55 | 8.88 | 24 |
| 2011 | 2.89 | 3.72 | 1.59 | 1.22 | -0.51 | -1.84 | -4.57 | -5.58 | -10.46 | 12.34 | 1.1 | -2.56 | -4.3 |
| 2012 | 4 | 4.1 | 1.88 | -1.55 | -7.55 | 2.35 | -0.51 | 3.46 | 0.06 | -1.24 | 0.31 | 1.69 | 6.6 |
| 2013 | 7.56 | 1.26 | 3.9 | -2.93 | 3.64 | -0.76 | 7.62 | -1.37 | 5.11 | 2.95 | 1.38 | 3.25 | 35.8 |
| 2014 | -3.96 | 4.55 | 1.27 | -2.78 | 0.05 | 5.02 | -5.97 | 5.88 | -4.23 | 2.94 | 0.09 | 0.27 | 2.3 |
| 2015 | -2.89 | 6.51 | 2.67 | -2.52 | 3.87 | 0.25 | -0.37 | -4.48 | -4.47 | 3.14 | 0.97 | -4.82 | -2.9 |
| 2016 | -5.83 | 1.14 | 7.57 | -0.65 | 2.51 | -0.11 | 2.82 | 0.88 | -0.34 | -2.58 | 7.15 | 2.64 | 15.5 |
| 2017 | 0.66 | 2.87 | 0.64 | 0.59 | -0.59 | 2.18 | 0.96 | -1.34 | 4.07 | 0.87 | 3.4 | 0.19 | 15.4 |
| 2018 | 2.78 | -3.64 | 1.25 | 0.35 | 5.21 | 1.17 | 1.89 | 3.27 | -0.12 | -8.77 | 2.75 | -10.05 | -5.1 |
| 2019 | 9.69 | 5.43 | -0.22 | 4.02 | -3.95 | 6.65 | 1.64 | -2.91 | 0.17 | -0.04 | 3.2 | -2.21 | 22.6 |
| 2020 | 2.92 | 4.97 | 0.61 | 5.63 | 10.95 | -17.49 | -8.25 | -0.74 | -6.2 | 2.2 | 11.03 | 7.56 | 9.6 |
| 2021 | -13.14 | 5.88 | 3.41 | 18.17 | 0.13 | 0.1 | 0.5 | 0.3 | -3.84 | 5.12 | -2.91 | -6.13 | 4.6 |
| 2022 | -7.07 | 2.74 | -0.71 | -7.35 | -2.41 | -6.53 | 8.51 | -4.91 | -8.21 | 9.93 | 3.14 | -8.05 | -20.9 |
| 2023 | 8.53 | -0.71 | -0.76 | 0.21 | -4.19 | 6.14 | 3.04 | -3.19 | -2.75 | 0 | 0 | 0 | 5.7 |