Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EIBIX (EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS I) | 3.07% | 5.76% | 6.77% | 5.00% | 4.77% | 5.74% | 5.92% | 5.87% |
Data as of 08/01/2025, AR inception is 07/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIBIX (EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS I) | 07/29/1999 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 5.76 | 6.77 | 5.00 | 4.77 | 5.74 | 5.92 | 5.87 | 3.07 | 6.79 | 12.10 | -7.83 | 5.88 | 5.09 | 13.58 | -2.54 | 5.20 | 12.97 | -2.01 | 2.91 | 7.36 | 13.93 | 4.90 | 14.37 | 57.67 | -30.06 | 2.58 | 11.66 | 3.87 | 11.44 | 29.70 | -0.65 | 0.21 | -8.52 | 2.97 |
| Sharpe Ratio | NA | 0.73 | 0.69 | 0.59 | 0.59 | NA | NA | 0.83 | 0.60 | 0.06 | 1.48 | -1.23 | 1.87 | 0.42 | 3.68 | -1.06 | 1.56 | 2.51 | -0.45 | 0.76 | 2.09 | 4.10 | 0.89 | 3.47 | 7.99 | -2.99 | -0.10 | 3.05 | 0.49 | 2.79 | 5.97 | -0.36 | -0.31 | -2.41 | 1.23 |
| Standard Deviation(%) | NA | 3.57 | 4.90 | 4.95 | 5.65 | NA | NA | 5.41 | 3.84 | 3.22 | 5.34 | 7.55 | 3.13 | 11.40 | 3.31 | 3.66 | 2.94 | 5.08 | 4.54 | 3.80 | 3.50 | 3.42 | 5.46 | 4.11 | 7.21 | 10.35 | 4.04 | 2.76 | 3.44 | 3.76 | 4.86 | 4.87 | 6.89 | 5.23 | 2.99 |
| Draw Down(%) | NA | 3.49 | 7.51 | 12.28 | 21.05 | NA | NA | 36.53 | 3.49 | 1.94 | 4.11 | 12.28 | 2.31 | 21.04 | 1.07 | 5.46 | 2.07 | 3.70 | 7.65 | 5.11 | 5.15 | 2.13 | 8.58 | 4.37 | 6.12 | 35.70 | 5.28 | 1.37 | 4.87 | 3.70 | 3.11 | 9.70 | 14.49 | 15.07 | 2.10 |
| Yield(%) | 0.00 | 4.64 | 5.53 | 5.35 | 5.38 | 6.07 | 4.99 | 4.75 | 2.06 | 6.17 | 6.10 | 5.23 | 5.37 | 5.83 | 6.28 | 5.74 | 5.77 | 6.49 | 6.18 | 6.04 | 6.25 | 7.24 | 7.80 | 8.29 | 13.18 | 8.34 | 7.73 | 7.85 | 7.45 | 8.63 | 10.20 | 9.59 | 11.69 | 9.44 | 4.17 |
Data as of 08/01/2025, AR inception is 07/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIBIX (EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS I) |
-7.70%
Nov 2005 - Nov 2008 |
-1.50%
Dec 2003 - Dec 2008 |
3.65%
Oct 2013 - Oct 2023 |
5.03%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIBIX (EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS I) |
23.91%
Nov 2008 - Nov 2011 |
18.77%
Nov 2008 - Nov 2013 |
10.98%
Nov 2008 - Nov 2018 |
8.78%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart