Eaton Vance Enhanced Equity Income Fund (EOI) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Eaton Vance Enhanced Equity Income Fund (EOI) ten years ago, at the end of Oct 2016, was worth $33,972 at the end of Oct 2026 with every dividend reinvested: 13.0% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $52,350 reinvested (9.2% a year), or $23,418 taking the dividends as cash, $12,873 of it paid out along the way.
EOI became
$52,350
S&P 500: $72,756
Return a year
9.2%
S&P 500: 11.1%
Payouts reinvested
$34,062
bought more shares
Worst drop
-42.4%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | EOI total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −0.4% | $3,513 | +11.7% |
| 2025 | +7.2% | $3,974 | +17.7% |
| 2024 | +35.8% | $3,517 | +24.9% |
| 2023 | +20.6% | $2,755 | +26.2% |
| 2022 | −19.8% | $2,507 | −18.2% |
| 2021 | +32.9% | $2,093 | +28.7% |
| 2020 | +9.6% | $1,800 | +18.3% |
| 2019 | +32.0% | $1,671 | +31.2% |
| 2018 | −4.3% | $1,484 | −4.6% |
| 2017 | +26.4% | $1,418 | +21.7% |
| 2016 | +0.3% | $1,290 | +12.0% |
| 2015 | +5.2% | $1,177 | +1.2% |
| 2014 | +14.4% | $1,085 | +13.5% |
| 2013 | +32.8% | $1,001 | +32.3% |
| 2012 | +15.5% | $944 | +16.0% |
| 2011 | −11.2% | $888 | +1.9% |
| 2010 | −1.1% | $1,001 | +15.1% |
| 2009 | +34.7% | $1,050 | +26.4% |
| 2008 | −26.8% | $897 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: EOI total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Eaton Vance Enhanced Equity Income Fund (EOI) at the end of Dec 2007, with dividends reinvested, was worth $52,350 at the end of Oct 2026: 9.2% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, EOI turned $10,000 into $33,972 with dividends reinvested, 13.0% a year.
- Over the 5 years to Oct 2026, EOI returned 8.0% a year with dividends reinvested (S&P 500: 12.0%).
- Taking EOI's dividends as cash instead of reinvesting them, the same $10,000 ended at $23,418, including $12,873 of cash received; reinvesting added $28,932.
- EOI's best calendar year in that time was 2024 (35.8%) and its worst 2008 (-26.8%), with dividends reinvested.
Cite this page
SmarterDividends, "Eaton Vance Enhanced Equity Income Fund (EOI) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/EOI/total-return
EOI total return questions
If I invested $10,000 in EOI 10 years ago, how much would I have?
About $33,972 at the end of Oct 2026, with every dividend reinvested: 13.0% a year. Taking them as cash, you'd have shares worth $15,874 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is EOI's total return since Dec 2007?
423% in total, or 9.2% a year, through Oct 2026 with dividends reinvested. The share price alone rose 5%.
How much of EOI's return came from dividends?
About 97% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $28,932 better off on a $10,000 start.
What was EOI's worst year?
2008, at -26.8% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -42.4%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.