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EVG: Eaton Vance Short Duration Diversified Income Closed Fund (CEF)
Basic Info 11.21 0.11(0.97%) July 10
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 02/24/2005 |
| Last Dividend Date: | 06/16/2025 |
| 12-Mo. Yield | 8.44% |
| Expenses | - |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/24/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 6.9 | 12.0 | 11.1 | 9.2 | 6.2 | 5.1 | 5.8 | 5.1 | 14.8 | 12.0 | -14.1 | 16.9 | -1.7 | 17.1 | -7.6 | 10.9 | 12.0 | 2.4 | -0.4 | -5.7 | 13.2 | 2.4 | 12.7 | 48.3 | -19.6 | -1.6 | 15.4 | -11.8 |
| Sharpe Ratio | NA | 0.71 | 0.7 | 0.53 | 0.58 | 0.36 | NA | NA | 0.27 | 1.21 | 0.62 | -0.93 | 2.0 | -0.07 | 2.33 | -1.16 | 1.58 | 1.39 | 0.26 | -0.07 | -0.56 | 1.32 | 0.21 | 1.1 | 2.84 | -0.55 | -0.39 | 1.59 | -1.64 |
| Draw Down(%) | NA | 8.2 | 8.2 | 13.9 | 23.3 | 32.7 | NA | NA | 40.6 | 3.6 | 8.7 | 23.3 | 6.8 | 32.7 | 4.1 | 10.4 | 3.9 | 5.6 | 9.6 | 6.4 | 12.7 | 7.6 | 10.5 | 7.0 | 13.8 | 36.7 | 16.5 | 3.3 | 16.3 |
| Standard Deviation(%) | NA | 13.5 | 11.4 | 13.2 | 12.3 | 13.3 | NA | NA | 14.4 | 9.2 | 13.6 | 16.8 | 8.5 | 27.6 | 6.7 | 7.7 | 6.5 | 8.5 | 9.1 | 6.2 | 10.2 | 10.0 | 10.9 | 11.5 | 16.9 | 37.2 | 12.2 | 7.6 | 9.8 |
| Treynor Ratio | NA | 0.15 | 0.16 | 0.14 | 0.15 | 0.12 | NA | NA | 0.52 | 0.29 | 0.29 | -0.19 | 18.69 | -0.03 | -3.29 | -4.49 | 0.58 | -0.92 | 0.25 | -0.05 | -0.1 | -0.3 | -0.03 | -0.41 | -0.68 | 0.17 | -1.9 | 0.3 | -0.75 |
| Alpha | NA | 0.03 | 0.03 | 0.03 | 0.04 | 0.02 | NA | NA | 0.02 | 0.05 | 0.03 | -0.01 | 0.06 | -0.01 | 0.06 | -0.04 | 0.04 | 0.05 | 0.01 | 0.0 | -0.02 | 0.06 | 0.03 | 0.06 | 0.18 | -0.04 | -0.02 | 0.04 | -0.07 |
| Beta | NA | 0.62 | 0.5 | 0.52 | 0.48 | 0.4 | NA | NA | 0.07 | 0.39 | 0.29 | 0.81 | 0.01 | 0.64 | -0.05 | 0.02 | 0.18 | -0.13 | 0.09 | 0.09 | 0.58 | -0.44 | -0.77 | -0.31 | -0.71 | -1.22 | 0.02 | 0.4 | 0.21 |
| RSquared | NA | 0.06 | 0.05 | 0.07 | 0.05 | 0.02 | NA | NA | 0.0 | 0.05 | 0.02 | 0.14 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.04 | 0.02 | 0.09 | 0.01 | 0.04 | 0.04 | 0.0 | 0.03 | 0.01 |
| Yield(%) | N/A | 4.0 | 8.4 | 9.0 | 9.2 | 7.2 | 6.1 | 6.3 | N/A | 9.1 | 9.2 | 9.5 | 9.4 | 6.1 | 8.1 | 5.8 | 7.0 | 8.0 | 7.6 | 7.1 | 6.2 | 6.1 | 6.4 | 7.7 | 8.2 | 8.7 | 8.1 | 8.4 | 5.1 |
| Dividend Growth(%) | N/A | -53.5 | -1.0 | -13.1 | 8.7 | -16.1 | N/A | N/A | N/A | -0.2 | -24.6 | 8.7 | 40.8 | -18.7 | 22.6 | -14.0 | -10.8 | 0.0 | 0.0 | 0.0 | 9.1 | -8.3 | -13.6 | 25.3 | -29.9 | 0.6 | 0.6 | 39.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/24/2005
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