Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) ten years ago, at the end of Oct 2016, was worth $28,419 at the end of Oct 2026 with every dividend reinvested: 11.0% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $41,928 reinvested (7.9% a year), or $17,455 taking the dividends as cash, $11,795 of it paid out along the way.
EXG became
$41,928
S&P 500: $72,756
Return a year
7.9%
S&P 500: 11.1%
Payouts reinvested
$35,194
bought more shares
Worst drop
-44.4%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | EXG total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +5.1% | $2,824 | +11.7% |
| 2025 | +27.9% | $3,222 | +17.7% |
| 2024 | +16.0% | $2,772 | +24.9% |
| 2023 | +11.5% | $2,230 | +26.2% |
| 2022 | −22.3% | $2,427 | −18.2% |
| 2021 | +31.6% | $2,169 | +28.7% |
| 2020 | +10.0% | $1,855 | +18.3% |
| 2019 | +28.8% | $1,736 | +31.2% |
| 2018 | −12.1% | $1,921 | −4.6% |
| 2017 | +29.4% | $1,761 | +21.7% |
| 2016 | +1.9% | $1,706 | +12.0% |
| 2015 | +3.2% | $1,471 | +1.2% |
| 2014 | +4.4% | $1,343 | +13.5% |
| 2013 | +25.8% | $1,245 | +32.3% |
| 2012 | +19.8% | $1,247 | +16.0% |
| 2011 | −11.7% | $1,218 | +1.9% |
| 2010 | −2.2% | $1,339 | +15.1% |
| 2009 | +49.0% | $1,434 | +26.4% |
| 2008 | −31.4% | $1,274 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: EXG total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) at the end of Dec 2007, with dividends reinvested, was worth $41,928 at the end of Oct 2026: 7.9% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, EXG turned $10,000 into $28,419 with dividends reinvested, 11.0% a year.
- Over the 5 years to Oct 2026, EXG returned 6.6% a year with dividends reinvested (S&P 500: 12.0%).
- Taking EXG's dividends as cash instead of reinvesting them, the same $10,000 ended at $17,455, including $11,795 of cash received; reinvesting added $24,474.
- EXG's best calendar year in that time was 2009 (49.0%) and its worst 2008 (-31.4%), with dividends reinvested.
Cite this page
SmarterDividends, "Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/EXG/total-return
EXG total return questions
If I invested $10,000 in EXG 10 years ago, how much would I have?
About $28,419 at the end of Oct 2026, with every dividend reinvested: 11.0% a year. Taking them as cash, you'd have shares worth $11,306 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is EXG's total return since Dec 2007?
319% in total, or 7.9% a year, through Oct 2026 with dividends reinvested. The share price alone fell 43%.
How much of EXG's return came from dividends?
About 100% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $24,474 better off on a $10,000 start.
What was EXG's worst year?
2008, at -31.4% with dividends reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -44.4%.
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.