Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) ten years ago, at the end of Oct 2016, was worth $30,813 at the end of Oct 2026 with every dividend reinvested: 11.9% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $51,901 reinvested (9.1% a year), or $21,704 taking the dividends as cash, $13,491 of it paid out along the way.
ETY became
$51,901
S&P 500: $72,756
Return a year
9.1%
S&P 500: 11.1%
Payouts reinvested
$39,653
bought more shares
Worst drop
-37.8%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | ETY total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −4.7% | $3,631 | +11.7% |
| 2025 | +11.0% | $4,097 | +17.7% |
| 2024 | +33.1% | $3,594 | +24.9% |
| 2023 | +21.9% | $2,825 | +26.2% |
| 2022 | −21.2% | $2,907 | −18.2% |
| 2021 | +32.5% | $2,570 | +28.7% |
| 2020 | +7.3% | $2,291 | +18.3% |
| 2019 | +33.7% | $2,079 | +31.2% |
| 2018 | −9.1% | $1,885 | −4.6% |
| 2017 | +28.9% | $1,796 | +21.7% |
| 2016 | +1.8% | $1,606 | +12.0% |
| 2015 | +9.6% | $1,440 | +1.2% |
| 2014 | +11.5% | $1,310 | +13.5% |
| 2013 | +28.6% | $1,235 | +32.3% |
| 2012 | +17.9% | $1,195 | +16.0% |
| 2011 | −11.8% | $1,181 | +1.9% |
| 2010 | −1.4% | $1,406 | +15.1% |
| 2009 | +41.5% | $1,348 | +26.4% |
| 2008 | −25.9% | $1,256 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: ETY total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) at the end of Dec 2007, with dividends reinvested, was worth $51,901 at the end of Oct 2026: 9.1% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, ETY turned $10,000 into $30,813 with dividends reinvested, 11.9% a year.
- Over the 5 years to Oct 2026, ETY returned 7.1% a year with dividends reinvested (S&P 500: 12.0%).
- Taking ETY's dividends as cash instead of reinvesting them, the same $10,000 ended at $21,704, including $13,491 of cash received; reinvesting added $30,197.
- ETY's best calendar year in that time was 2009 (41.5%) and its worst 2008 (-25.9%), with dividends reinvested.
Cite this page
SmarterDividends, "Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/ETY/total-return
ETY total return questions
If I invested $10,000 in ETY 10 years ago, how much would I have?
About $30,813 at the end of Oct 2026, with every dividend reinvested: 11.9% a year. Taking them as cash, you'd have shares worth $13,265 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is ETY's total return since Dec 2007?
419% in total, or 9.1% a year, through Oct 2026 with dividends reinvested. The share price alone fell 18%.
How much of ETY's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $30,197 better off on a $10,000 start.
What was ETY's worst year?
2008, at -25.9% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -37.8%.
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.