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EIFHX: Eaton Vance Floating-Rate & Hi Inc Inst (MUTUAL FUND)
Basic Info 8.67 0(0.0%) May 13
| Asset Class: | Bank Loan |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 02/28/2001 |
| Last Dividend Date: | 04/30/2021 |
| 12-Mo. Yield | 3.46% |
| Expenses | 0.84% |
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Performance Analytics (As of 05/07/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.1 | 1.9 | 14.7 | 3.7 | 4.6 | 4.1 | 4.2 | 4.3 | 2.4 | 8.2 | 0.2 | 3.6 | 11.6 | -1.5 | 0.9 | 5.2 | 9.5 | 2.8 | 10.1 | 48.4 | -30.8 | 1.9 | 7.2 | 4.5 | 4.8 | 9.4 | 1.1 | 1.3 |
| SR | NA | 4.45 | 5.75 | 0.52 | 0.89 | 1.05 | NA | 1.0 | 0.23 | 3.08 | -0.61 | 2.06 | 4.77 | -0.73 | 0.46 | 3.23 | 5.02 | 0.85 | 4.45 | 10.23 | -4.49 | -0.45 | 1.98 | 1.43 | 2.94 | 5.36 | 0.03 | -0.28 |
| DD(%) | NA | 0.6 | 1.3 | 19.4 | 19.4 | 19.4 | NA | 33.5 | 19.4 | 0.7 | 4.1 | 0.8 | 2.2 | 5.1 | 2.8 | 1.4 | 1.4 | 5.2 | 2.9 | 3.1 | 32.5 | 3.3 | 0.4 | 0.6 | 0.6 | 0.4 | 2.7 | 1.9 |
| SD(%) | NA | 1.3 | 2.7 | 5.5 | 4.4 | 3.5 | NA | 3.4 | 9.1 | 2.2 | 1.8 | 1.4 | 2.4 | 2.1 | 2.0 | 1.6 | 1.9 | 3.3 | 2.2 | 4.7 | 7.0 | 2.5 | 2.0 | 1.7 | 1.3 | 1.6 | 1.7 | 2.1 |
| TR | NA | 0.15 | 0.15 | 0.02 | 0.03 | 0.04 | NA | 0.05 | 0.01 | 0.51 | -0.02 | 0.09 | 0.36 | -0.09 | 0.02 | 0.12 | 0.13 | 0.03 | 0.2 | 0.78 | -0.54 | -0.02 | 0.05 | 0.04 | 0.13 | 0.23 | 0.0 | -0.02 |
| Alpha(%) | NA | 0.02 | 0.04 | -0.01 | 0.01 | 0.01 | NA | 0.01 | -0.03 | 0.02 | 0.0 | 0.01 | 0.04 | -0.01 | 0.0 | 0.02 | 0.02 | 0.0 | 0.03 | 0.12 | -0.13 | -0.01 | 0.01 | 0.01 | 0.01 | 0.03 | -0.01 | -0.01 |
| Beta(%) | NA | 0.39 | 0.99 | 1.55 | 1.27 | 0.98 | NA | 0.66 | 2.31 | 0.13 | 0.5 | 0.32 | 0.32 | 0.18 | 0.43 | 0.45 | 0.72 | 0.86 | 0.5 | 0.62 | 0.59 | 0.46 | 0.81 | 0.61 | 0.3 | 0.38 | 0.34 | 0.32 |
| RS | NA | 0.15 | 0.2 | 0.35 | 0.29 | 0.22 | NA | 0.17 | 0.54 | 0.01 | 0.14 | 0.09 | 0.05 | 0.02 | 0.09 | 0.15 | 0.22 | 0.17 | 0.19 | 0.14 | 0.11 | 0.2 | 0.55 | 0.33 | 0.23 | 0.27 | 0.3 | 0.24 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/28/2001
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