Eaton Vance Tax-Managed Equity Asset Allocation Fund - Seasonality

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Eaton Vance Tax-Managed Equity Asset Allocation Fund - Seasonality

Seasonality Charts

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Correlation

2020

85.74%

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Probability %	70%	60%	60%	70%	70%	90%	100%	60%	56%	56%	89%	56%
Average return %	+2.13%	-0.38%	-1.66%	+1.29%	+2.14%	+1.67%	+2.77%	+0.85%	-1.49%	+0.68%	+4.08%	-1.71%
2026	+2.38%	-0.73%	-5.60%	+8.58%	+3.64%	+0.52%	+0.92%	+1.29%	-1.27%	--	--	--
2025	+4.23%	-2.11%	-5.29%	-8.00%	+12.58%	+4.14%	+1.17%	+2.03%	+1.71%	+1.55%	+0.63%	-3.88%
2024	+0.88%	+4.81%	+3.14%	-3.85%	+3.36%	+3.19%	+1.51%	+1.49%	+2.18%	-1.36%	+5.27%	-4.24%
2023	+6.69%	-2.38%	+1.50%	+1.85%	-1.34%	+5.63%	+3.31%	-1.89%	-4.64%	-2.63%	+8.70%	+4.60%
2022	-5.68%	-2.26%	+1.69%	-8.16%	-0.26%	-7.25%	+8.29%	-4.20%	-8.49%	+7.77%	+5.69%	-5.75%
2021	-1.31%	+3.61%	+2.93%	+4.74%	+0.41%	+1.76%	+1.73%	+2.68%	-4.56%	+5.84%	-2.18%	+1.55%
2020	-0.43%	-7.99%	-14.51%	+11.98%	+5.35%	+1.40%	+4.73%	+6.36%	-3.46%	-1.45%	+11.31%	+3.89%
2019	+7.91%	+3.49%	+1.25%	+3.95%	-5.86%	+6.03%	+1.56%	-1.81%	+1.33%	+1.54%	+3.44%	+0.43%
2018	+4.96%	-3.26%	-1.81%	+0.80%	+2.42%	+0.24%	+2.93%	+2.76%	+0.05%	-7.05%	+1.12%	-10.15%
2017	+1.66%	+3.05%	+0.11%	+0.98%	+1.08%	+1.02%	+1.54%	-0.21%	+2.51%	+1.94%	+2.75%	-1.80%

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