Eaton Vance Short Duration Diversified Income Fund (EVG) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Eaton Vance Short Duration Diversified Income Fund (EVG) ten years ago, at the end of Oct 2016, was worth $17,659 at the end of Oct 2026 with every dividend reinvested: 5.9% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $28,160 reinvested (5.7% a year), or $18,715 taking the dividends as cash, $12,127 of it paid out along the way.
EVG became
$28,160
S&P 500: $72,756
Return a year
5.7%
S&P 500: 11.1%
Payouts reinvested
$25,685
bought more shares
Worst drop
-28.1%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | EVG total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +3.6% | $1,902 | +11.7% |
| 2025 | +8.4% | $2,138 | +17.7% |
| 2024 | +14.8% | $2,083 | +24.9% |
| 2023 | +11.9% | $1,916 | +26.2% |
| 2022 | −14.8% | $2,077 | −18.2% |
| 2021 | +17.0% | $1,893 | +28.7% |
| 2020 | −1.6% | $1,281 | +18.3% |
| 2019 | +15.8% | $1,239 | +31.2% |
| 2018 | −7.6% | $1,105 | −4.6% |
| 2017 | +10.8% | $1,200 | +21.7% |
| 2016 | +12.1% | $1,272 | +12.0% |
| 2015 | +2.4% | $1,154 | +1.2% |
| 2014 | −0.4% | $1,079 | +13.5% |
| 2013 | −5.8% | $981 | +32.3% |
| 2012 | +13.4% | $890 | +16.0% |
| 2011 | +2.4% | $885 | +1.9% |
| 2010 | +12.5% | $942 | +15.1% |
| 2009 | +48.5% | $732 | +26.4% |
| 2008 | −19.7% | $916 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: EVG total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Eaton Vance Short Duration Diversified Income Fund (EVG) at the end of Dec 2007, with dividends reinvested, was worth $28,160 at the end of Oct 2026: 5.7% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, EVG turned $10,000 into $17,659 with dividends reinvested, 5.9% a year.
- Over the 5 years to Oct 2026, EVG returned 4.1% a year with dividends reinvested (S&P 500: 12.0%).
- Taking EVG's dividends as cash instead of reinvesting them, the same $10,000 ended at $18,715, including $12,127 of cash received; reinvesting added $9,445.
- EVG's best calendar year in that time was 2009 (48.5%) and its worst 2008 (-19.7%), with dividends reinvested.
Cite this page
SmarterDividends, "Eaton Vance Short Duration Diversified Income Fund (EVG) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/EVG/total-return
EVG total return questions
If I invested $10,000 in EVG 10 years ago, how much would I have?
About $17,659 at the end of Oct 2026, with every dividend reinvested: 5.9% a year. Taking them as cash, you'd have shares worth $7,904 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is EVG's total return since Dec 2007?
182% in total, or 5.7% a year, through Oct 2026 with dividends reinvested. The share price alone fell 34%.
How much of EVG's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $9,445 better off on a $10,000 start.
What was EVG's worst year?
2008, at -19.7% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -28.1%.
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.