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EIGOX: EATON VANCE GOVERNMENT OBLIGATIONS FUND EATON VANCE GOVERNMENT OBLIGATIONS FUND CLASS I (MUTUAL FUND)
Basic Info 5.26 0.01(0.19%) March 28
Asset Class: | SHORT GOVERNMENT |
MyPlanIQ Rating: | (13%) |
Start Date: | 04/24/2009 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 5.88% |
Expenses | 1.80% |
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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 | Since 04/24/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | -2.4 | 1.8 | -1.5 | 0.5 | 0.8 | 1.3 | 5.7 | -6.2 | -1.1 | 5.1 | 2.5 | 1.1 | 0.5 | 0.3 | 0.5 | 2.9 | -1.3 | 2.0 | 3.9 | 4.2 | 2.6 |
Sharpe Ratio | NA | -1.68 | -0.35 | -0.79 | -0.29 | -0.09 | 0.21 | 0.24 | -2.68 | -0.67 | 2.15 | 0.69 | -0.1 | -0.07 | 0.05 | 0.23 | 1.37 | -0.48 | 1.06 | 1.58 | 1.53 | 1.29 |
Draw Down(%) | NA | 4.0 | 5.2 | 10.4 | 10.4 | 10.4 | 10.4 | 5.2 | 7.0 | 1.8 | 2.3 | 0.5 | 1.3 | 1.0 | 1.3 | 1.2 | 0.7 | 3.4 | 0.8 | 1.2 | 2.3 | 1.9 |
Standard Deviation(%) | NA | 8.4 | 7.2 | 4.7 | 3.8 | 3.0 | 2.9 | 6.2 | 2.8 | 1.7 | 2.2 | 1.7 | 1.9 | 1.9 | 1.9 | 2.2 | 2.1 | 2.7 | 1.8 | 2.5 | 2.7 | 2.9 |
Treynor Ratio | NA | -0.05 | -0.01 | -0.03 | -0.01 | 0.0 | 0.01 | 0.01 | -0.17 | -0.03 | 0.06 | 0.03 | 0.0 | 0.0 | 0.0 | 0.01 | 0.03 | -0.01 | 0.02 | 0.03 | 0.03 | 0.04 |
Alpha | NA | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 |
Beta | NA | 2.71 | 1.93 | 1.08 | 0.99 | 0.94 | 0.98 | 1.3 | 0.45 | 0.36 | 0.78 | 0.35 | 0.65 | 0.91 | 0.57 | 0.85 | 1.08 | 1.53 | 0.84 | 1.25 | 1.19 | 0.99 |
RSquared | NA | 0.85 | 0.68 | 0.42 | 0.38 | 0.34 | 0.36 | 0.55 | 0.21 | 0.05 | 0.23 | 0.15 | 0.19 | 0.26 | 0.15 | 0.31 | 0.32 | 0.32 | 0.17 | 0.5 | 0.54 | 0.5 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/24/2009
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See SHORT GOVERNMENT Asset Class Trend Rankings |
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