Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) ten years ago, at the end of Oct 2016, was worth $21,801 at the end of Oct 2026 with every dividend reinvested: 8.1% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $27,232 reinvested (5.5% a year), or $15,375 taking the dividends as cash, $11,167 of it paid out along the way.
ETJ became
$27,232
S&P 500: $72,756
Return a year
5.5%
S&P 500: 11.1%
Payouts reinvested
$29,159
bought more shares
Worst drop
-26.7%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | ETJ total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −3.7% | $2,140 | +11.7% |
| 2025 | +3.5% | $2,421 | +17.7% |
| 2024 | +29.6% | $2,147 | +24.9% |
| 2023 | +14.0% | $1,768 | +26.2% |
| 2022 | −22.7% | $2,028 | −18.2% |
| 2021 | +12.0% | $1,946 | +28.7% |
| 2020 | +22.2% | $1,755 | +18.3% |
| 2019 | +26.9% | $1,634 | +31.2% |
| 2018 | −7.0% | $1,469 | −4.6% |
| 2017 | +18.9% | $1,381 | +21.7% |
| 2016 | −0.8% | $1,456 | +12.0% |
| 2015 | +5.8% | $1,285 | +1.2% |
| 2014 | +4.3% | $1,176 | +13.5% |
| 2013 | +19.6% | $1,078 | +32.3% |
| 2012 | +11.3% | $1,056 | +16.0% |
| 2011 | −12.4% | $1,039 | +1.9% |
| 2010 | −10.8% | $1,214 | +15.1% |
| 2009 | +2.9% | $1,130 | +26.4% |
| 2008 | +6.2% | $1,036 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: ETJ total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) at the end of Dec 2007, with dividends reinvested, was worth $27,232 at the end of Oct 2026: 5.5% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, ETJ turned $10,000 into $21,801 with dividends reinvested, 8.1% a year.
- Over the 5 years to Oct 2026, ETJ returned 1.5% a year with dividends reinvested (S&P 500: 12.0%).
- Taking ETJ's dividends as cash instead of reinvesting them, the same $10,000 ended at $15,375, including $11,167 of cash received; reinvesting added $11,857.
- ETJ's best calendar year in that time was 2024 (29.6%) and its worst 2022 (-22.7%), with dividends reinvested.
Cite this page
SmarterDividends, "Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/ETJ/total-return
ETJ total return questions
If I invested $10,000 in ETJ 10 years ago, how much would I have?
About $21,801 at the end of Oct 2026, with every dividend reinvested: 8.1% a year. Taking them as cash, you'd have shares worth $8,573 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is ETJ's total return since Dec 2007?
172% in total, or 5.5% a year, through Oct 2026 with dividends reinvested. The share price alone fell 58%.
How much of ETJ's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $11,857 better off on a $10,000 start.
What was ETJ's worst year?
2022, at -22.7% with dividends reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -26.7%.
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.