Ratings & Risk for Eaton Vance Dividend Builder A (EVTMX)

Morningstar Category: Large Blend
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Average
    		514
    5-Year High Above Average
    		442
    10-Year High Average
    		300
    Overall Above Average Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 20.24 -0.26 -0.27
    5-Year 17.01 0.62 0.26
    10-Year 15.99 0.52 0.21
    15-Year 14.82 0.88 0.47
    20-Year 13.90 0.80 0.41
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 87.69 0.83 -5.42
    3-Year 80.33 0.92 1.60
    5-Year 74.35 0.92 5.72
    10-Year 60.31 0.77 5.26

    S&P 500 TR

    Trailing data as of 10/31/2009