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ECHIX: EATON VANCE HIGH INCOME OPPORTUNITIES FUND EATON VANCE HIGH INCOME OPPORTUNITIES FUND CLASS C (MUTUAL FUND)
Basic Info 4.18 0(0.0%) March 27
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (36%) |
Start Date: | 07/21/1994 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 4.93% |
Expenses | 1.66% |
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Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/27/1997 |
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 | 1998 | 1997 | 1996 | 1995 | 1994 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.9 | 9.9 | 2.9 | 5.9 | 4.7 | 9.1 | 5.8 | 5.4 | 10.9 | -8.1 | 6.5 | 3.9 | 24.2 | -4.0 | 5.5 | 11.7 | -1.9 | 2.7 | 7.8 | 14.6 | 3.4 | 14.7 | 63.2 | -37.1 | 0.9 | 11.1 | 3.3 | 10.7 | 30.4 | -2.4 | -2.2 | -13.7 | 10.1 | 1.7 | 14.7 | 11.6 | 10.5 | -1.0 |
Sharpe Ratio | NA | 0.04 | 1.37 | 0.11 | 0.52 | 0.56 | NA | NA | 0.72 | 1.22 | -1.26 | 1.93 | 0.3 | 2.29 | -1.53 | 1.78 | 2.34 | -0.41 | 0.68 | 2.15 | 4.26 | 0.59 | 3.33 | 7.88 | -3.43 | -0.53 | 2.68 | 0.32 | 2.86 | 6.53 | -0.68 | -0.68 | -3.06 | 2.14 | -0.27 | 3.58 | 2.69 | 2.35 | -0.91 |
Draw Down(%) | NA | 1.0 | 3.5 | 12.5 | 22.9 | 22.9 | NA | NA | 43.4 | 4.2 | 12.5 | 2.4 | 22.9 | 1.4 | 6.3 | 2.0 | 3.6 | 7.6 | 5.4 | 5.1 | 2.4 | 9.5 | 5.0 | 7.0 | 41.6 | 5.8 | 1.7 | 5.0 | 4.5 | 3.3 | 11.0 | 15.4 | 19.7 | 3.1 | 12.4 | 3.3 | 1.5 | 1.3 | 5.3 |
Standard Deviation(%) | NA | 3.6 | 4.7 | 5.7 | 8.3 | 6.5 | NA | NA | 5.7 | 5.5 | 7.5 | 3.3 | 12.1 | 9.9 | 3.5 | 2.8 | 4.9 | 4.7 | 3.9 | 3.6 | 3.4 | 5.6 | 4.4 | 8.0 | 11.1 | 4.1 | 3.0 | 3.4 | 3.4 | 4.6 | 5.2 | 6.7 | 5.8 | 3.2 | 6.1 | 3.1 | 3.0 | 2.8 | 6.1 |
Treynor Ratio | NA | 0.0 | 0.08 | 0.01 | 0.04 | 0.04 | NA | NA | 0.05 | 0.08 | -0.1 | 0.07 | 0.03 | 0.28 | -0.07 | 0.07 | 0.13 | -0.02 | 0.03 | 0.09 | 0.18 | 0.04 | 0.19 | 0.58 | -0.36 | -0.02 | 0.08 | 0.01 | 0.2 | 0.62 | -0.06 | -0.08 | -0.3 | 0.14 | -0.02 | 0.2 | 0.13 | 0.12 | -0.16 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | NA | NA | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.04 | -0.01 | 0.0 | 0.01 | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | 0.02 | 0.05 | -0.08 | -0.01 | 0.01 | 0.0 | 0.02 | 0.08 | -0.01 | -0.02 | -0.06 | 0.04 | 0.02 | 0.04 | 0.04 | 0.01 | -0.01 |
Beta | NA | 0.83 | 0.85 | 0.91 | 1.0 | 0.98 | NA | NA | 0.9 | 0.88 | 0.92 | 0.96 | 1.1 | 0.82 | 0.8 | 0.73 | 0.9 | 1.02 | 0.96 | 0.85 | 0.83 | 0.95 | 0.77 | 1.09 | 1.04 | 0.86 | 0.94 | 0.95 | 0.49 | 0.48 | 0.56 | 0.56 | 0.6 | 0.49 | 0.9 | 0.56 | 0.63 | 0.56 | 0.35 |
RSquared | NA | 0.66 | 0.8 | 0.8 | 0.63 | 0.65 | NA | NA | 0.54 | 0.83 | 0.84 | 0.46 | 0.94 | 0.07 | 0.72 | 0.58 | 0.83 | 0.75 | 0.71 | 0.57 | 0.57 | 0.81 | 0.62 | 0.71 | 0.71 | 0.74 | 0.68 | 0.71 | 0.21 | 0.13 | 0.26 | 0.37 | 0.15 | 0.12 | 0.21 | 0.2 | 0.33 | 0.18 | 0.01 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/1997
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