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EVBAX: EATON VANCE MULTISECTOR INCOME FUND EATON VANCE MULTISECTOR INCOME FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Multisector Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/11/2013 |
Last Dividend Date: | 11/27/2019 |
12-Mo. Yield | 4.56% |
Expenses | 0.95% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/11/2013 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.5 | 2.0 | 4.8 | 3.3 | 10.6 | -5.7 | 9.5 | 21.9 | -17.2 | 2.4 | 5.7 |
Sharpe Ratio | NA | 2.95 | 0.77 | 0.41 | 0.48 | 3.73 | -1.29 | 2.44 | 2.53 | -2.34 | 0.53 | 1.17 |
Draw Down(%) | NA | 1.6 | 8.7 | 25.1 | 27.4 | 1.2 | 8.7 | 2.0 | 7.6 | 19.7 | 7.5 | 6.1 |
Standard Deviation(%) | NA | 2.7 | 4.1 | 6.0 | 5.8 | 2.6 | 5.4 | 3.7 | 8.5 | 7.4 | 4.6 | 5.5 |
Treynor Ratio | NA | 0.44 | 0.13 | 0.72 | 0.25 | 0.53 | -1.26 | 0.19 | -1.45 | 0.98 | -0.24 | 0.1 |
Alpha | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.03 | -0.03 | 0.03 | 0.08 | -0.07 | 0.01 | 0.03 |
Beta | NA | 0.18 | 0.24 | 0.03 | 0.11 | 0.18 | 0.06 | 0.46 | -0.15 | -0.18 | -0.1 | 0.63 |
RSquared | NA | 0.06 | 0.04 | 0.0 | 0.0 | 0.06 | 0.0 | 0.14 | 0.0 | 0.01 | 0.0 | 0.17 |
Yield(%) | N/A | 4.6 | 4.1 | 3.5 | N/A | 4.5 | 4.1 | 3.8 | 2.6 | 3.2 | 0.9 | 0.0 |
Dividend Growth(%) | N/A | 3.0 | 96.3 | N/A | N/A | -2.2 | 15.4 | 77.3 | -35.3 | 240.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/11/2013
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