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EVGOX: EATON VANCE GOVERNMENT OBLIGATIONS FUND EATON VANCE GOVERNMENT OBLIGATIONS FUND CLASS A (MUTUAL FUND)
Basic Info 5.08 0.01(0.20%) April 24
Asset Class: | SHORT GOVERNMENT |
MyPlanIQ Rating: | (40%) |
Start Date: | 09/28/1984 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 5.62% |
Expenses | 1.80% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
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 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | -5.5 | -1.9 | -2.7 | -0.5 | 0.3 | 1.0 | 2.0 | 3.0 | 5.6 | -6.6 | -1.2 | 4.6 | 2.4 | 0.7 | 1.3 | 0.5 | 0.3 | 2.7 | -1.5 | 1.7 | 3.7 | 4.1 | 5.4 | 7.4 | 7.2 | 4.1 | 2.5 | 1.7 | -0.3 | 7.3 | 9.0 | 9.1 | 0.4 | 5.8 | 7.3 | 21.2 | 13.9 | -2.0 | 9.3 | 5.3 | 14.4 | 9.0 | 13.2 | 7.6 | 3.0 | 11.1 | 10.5 | 3.9 |
Sharpe Ratio | NA | -2.35 | -0.73 | -1.01 | -0.51 | -0.23 | NA | NA | 0.23 | 0.22 | -2.68 | -0.75 | 1.84 | 0.58 | -0.31 | 0.36 | 0.14 | 0.13 | 1.26 | -0.65 | 0.99 | 1.54 | 1.52 | 1.65 | 1.19 | 1.35 | 0.31 | 0.12 | 0.26 | -0.33 | 1.93 | 1.71 | 1.56 | -0.75 | 0.54 | 1.1 | 1.15 | 2.64 | -1.2 | 2.46 | 0.9 | 3.48 | 0.94 | 1.75 | 0.77 | -0.2 | 1.27 | 0.08 | 1.27 |
Draw Down(%) | NA | 6.1 | 6.1 | 10.9 | 11.0 | 11.0 | NA | NA | 16.0 | 5.5 | 7.3 | 2.0 | 2.3 | 0.6 | 1.4 | 0.9 | 1.1 | 1.1 | 0.7 | 3.3 | 0.7 | 1.1 | 2.3 | 1.5 | 3.2 | 1.2 | 1.0 | 1.2 | 2.7 | 3.0 | 2.0 | 2.8 | 1.8 | 2.8 | 4.1 | 1.2 | 3.0 | 1.9 | 4.9 | 1.5 | 2.4 | 1.1 | 2.2 | 2.1 | 1.6 | 4.0 | 5.0 | 16.0 | 0.6 |
Standard Deviation(%) | NA | 8.8 | 7.6 | 4.9 | 4.0 | 3.2 | NA | NA | 11.9 | 6.2 | 3.0 | 1.6 | 2.4 | 1.8 | 1.9 | 1.9 | 1.9 | 2.1 | 2.1 | 2.4 | 1.7 | 2.4 | 2.6 | 3.2 | 5.4 | 3.1 | 2.5 | 2.6 | 2.8 | 3.1 | 3.2 | 4.0 | 3.2 | 3.8 | 4.6 | 3.4 | 15.3 | 3.8 | 4.1 | 2.9 | 3.2 | 3.1 | 3.9 | 4.3 | 3.7 | 5.4 | 5.5 | 69.8 | 8.0 |
Treynor Ratio | NA | -0.07 | -0.03 | -0.04 | -0.02 | -0.01 | NA | NA | 0.03 | 0.01 | -0.15 | -0.16 | 0.05 | 0.03 | -0.01 | 0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.02 | 0.03 | 0.03 | 0.05 | 0.04 | 0.04 | 0.01 | 0.0 | 0.01 | -0.02 | 0.12 | 0.08 | 0.12 | -0.04 | 0.03 | 0.06 | 0.2 | 0.14 | -0.05 | 0.08 | 0.03 | 0.28 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.03 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.01 | 0.06 | 0.02 | -0.01 | 0.02 | 0.0 | 0.04 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 2.87 | 2.13 | 1.14 | 1.05 | 0.99 | NA | NA | 0.89 | 1.3 | 0.52 | 0.08 | 0.86 | 0.38 | 0.65 | 0.99 | 0.64 | 0.86 | 1.11 | 1.36 | 0.79 | 1.21 | 1.21 | 1.08 | 1.45 | 1.08 | 1.08 | 1.2 | 0.68 | 0.59 | 0.52 | 0.82 | 0.42 | 0.66 | 0.79 | 0.67 | 0.88 | 0.7 | 0.9 | 0.86 | 0.83 | 0.38 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.85 | 0.71 | 0.44 | 0.39 | 0.36 | NA | NA | 0.02 | 0.56 | 0.25 | 0.0 | 0.24 | 0.15 | 0.19 | 0.31 | 0.19 | 0.35 | 0.34 | 0.32 | 0.17 | 0.52 | 0.59 | 0.59 | 0.76 | 0.73 | 0.71 | 0.59 | 0.25 | 0.19 | 0.19 | 0.43 | 0.1 | 0.18 | 0.21 | 0.21 | 0.03 | 0.29 | 0.36 | 0.38 | 0.54 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 1.5 | 5.7 | 3.4 | 3.1 | 3.1 | 3.1 | 3.2 | N/A | 5.7 | 2.5 | 1.9 | 2.0 | 3.6 | 3.7 | 3.8 | 3.6 | 3.5 | 3.5 | 3.7 | 3.2 | 3.3 | 4.3 | 4.9 | 4.9 | 5.0 | 5.9 | 6.6 | 6.6 | 6.3 | 6.6 | 7.3 | 7.7 | 7.2 | 7.5 | 7.6 | 8.0 | 7.8 | 7.4 | 8.0 | 8.8 | 9.8 | 9.7 | 10.0 | 9.7 | 9.5 | 10.4 | 10.1 | 2.6 |
Dividend Growth(%) | N/A | -74.2 | 55.0 | 16.7 | -21.0 | -42.1 | N/A | N/A | N/A | 106.7 | 25.0 | 0.0 | -45.5 | -4.3 | -4.2 | 0.0 | 0.0 | 0.0 | -11.1 | 12.5 | -4.0 | -21.9 | -11.1 | 0.0 | 0.0 | -16.3 | -25.9 | -4.9 | -3.2 | -4.5 | -8.3 | -2.7 | -1.3 | -6.2 | -1.2 | 6.6 | 8.6 | -4.1 | -6.4 | -12.4 | -7.3 | 0.0 | 0.0 | 0.0 | -4.0 | -7.4 | 2.9 | 288.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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Best ETFs
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