Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EIFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS I) | -2.89% | 2.91% | 5.58% | 7.37% | 4.41% | 4.84% | NA | 5.40% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS I) | 03/28/2008 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 03/28/2008.
AR inception is since 03/28/2008.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.83 | 2.91 | 5.58 | 7.37 | 4.41 | 4.84 | NA | 5.40 | -2.89 | 8.16 | 14.53 | -2.98 | 5.42 | 1.91 | 9.00 | 0.26 | 4.09 | 12.96 | -1.60 | 0.94 | 5.88 | 10.72 | 3.39 | 12.53 | 65.83 | -32.44 |
| Sharpe Ratio | NA | -1.17 | 0.33 | 1.48 | 0.61 | NA | NA | 0.97 | -3.60 | 0.60 | 2.92 | -1.08 | 3.78 | 0.14 | 3.13 | -0.55 | 2.23 | 5.24 | -0.79 | 0.43 | 3.64 | 5.47 | 0.87 | 5.34 | 11.85 | -4.56 |
| Standard Deviation(%) | NA | 2.95 | 3.51 | 3.18 | 4.48 | NA | NA | 4.48 | 3.30 | 2.62 | 3.56 | 4.03 | 1.43 | 11.69 | 2.43 | 1.92 | 1.56 | 2.44 | 2.06 | 2.16 | 1.61 | 1.97 | 3.89 | 2.33 | 5.55 | 8.95 |
| Draw Down(%) | NA | 4.88 | 6.78 | 7.63 | 24.22 | NA | NA | 38.16 | 4.69 | 0.80 | 2.12 | 7.63 | 0.57 | 24.22 | 0.94 | 4.65 | 0.90 | 2.41 | 5.50 | 2.81 | 1.20 | 1.40 | 6.59 | 3.45 | 3.49 | 38.16 |
| Yield(%) | 0.00 | 5.87 | 7.18 | 6.68 | 5.28 | 5.32 | 4.80 | 5.64 | 0.00 | 8.19 | 9.71 | 5.42 | 4.07 | 4.39 | 5.75 | 4.87 | 4.49 | 5.41 | 4.95 | 4.62 | 4.86 | 5.67 | 5.12 | 5.20 | 7.45 | 4.47 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS I) |
-1.90%
Mar 2017 - Mar 2020 |
0.80%
Mar 2015 - Mar 2020 |
3.29%
Mar 2010 - Mar 2020 |
4.77%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS I) |
24.49%
Dec 2008 - Dec 2011 |
17.73%
Dec 2008 - Dec 2013 |
10.23%
Dec 2008 - Dec 2018 |
8.60%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart