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EVGOX: EATON VANCE GOVERNMENT OBLIGATIONS FUND EATON VANCE GOVERNMENT OBLIGATIONS FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | SHORT GOVERNMENT |
| MyPlanIQ Rating: | (40%) |
| Start Date: | 09/28/1984 |
| Last Dividend Date: | 05/30/2025 |
| 12-Mo. Yield | 5.57% |
| Expenses | 1.80% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/28/1984 |
2024 | 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 | 5.1 | 6.9 | 2.4 | 0.8 | 1.2 | 1.4 | 2.4 | 5.1 | 0.5 | 5.5 | -6.5 | -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 | 1.2 | 0.57 | -0.15 | -0.25 | -0.05 | NA | NA | 0.23 | -0.43 | 0.31 | -2.61 | -0.75 | 1.83 | 0.54 | -0.35 | 0.35 | 0.14 | 0.13 | 1.26 | -0.65 | 0.99 | 1.54 | 1.52 | 1.65 | 1.18 | 1.3 | 0.25 | 0.08 | 0.24 | -0.34 | 1.91 | 1.68 | 1.52 | -0.79 | 0.51 | 1.05 | 1.14 | 2.61 | -1.23 | 2.42 | 0.87 | 3.42 | 0.88 | 1.7 | 0.71 | -0.23 | 1.23 | 0.07 | 1.2 |
| Draw Down(%) | NA | 2.8 | 6.2 | 7.0 | 11.0 | 11.0 | NA | NA | 16.0 | 6.3 | 5.6 | 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 | 6.8 | 6.4 | 6.3 | 5.0 | 3.8 | NA | NA | 11.7 | 7.2 | 6.2 | 3.1 | 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 | 0.04 | 0.02 | -0.01 | -0.01 | 0.0 | NA | NA | 0.03 | -0.01 | 0.01 | -0.15 | -0.18 | 0.05 | 0.03 | -0.01 | 0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.03 | 0.03 | 0.06 | 0.05 | 0.04 | 0.04 | 0.01 | 0.0 | 0.01 | -0.02 | 0.12 | 0.08 | 0.12 | -0.05 | 0.03 | 0.05 | 0.2 | 0.14 | -0.06 | 0.08 | 0.03 | 0.27 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | -0.01 | 0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 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 | 2.31 | 2.18 | 1.56 | 1.38 | 1.21 | NA | NA | 0.93 | 2.45 | 1.3 | 0.54 | 0.07 | 0.86 | 0.38 | 0.65 | 0.99 | 0.61 | 0.86 | 1.1 | 1.35 | 0.56 | 1.06 | 0.69 | 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 | 0.78 | 0.74 | 0.56 | 0.49 | 0.43 | NA | NA | 0.03 | 0.75 | 0.56 | 0.26 | 0.0 | 0.24 | 0.15 | 0.19 | 0.31 | 0.18 | 0.35 | 0.33 | 0.32 | 0.11 | 0.45 | 0.34 | 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 | 2.3 | 5.6 | 4.7 | 3.4 | 3.1 | 3.1 | 3.2 | N/A | 5.5 | 5.5 | 2.5 | 1.7 | 2.2 | 3.2 | 3.3 | 3.5 | 3.2 | 3.7 | 4.1 | 4.2 | 3.7 | 3.8 | 3.9 | 4.8 | 5.0 | 5.4 | 5.8 | 6.6 | 6.6 | 6.4 | 6.6 | 7.3 | 7.6 | 7.3 | 7.4 | 7.6 | 8.0 | 7.8 | 7.3 | 8.2 | 8.6 | 9.8 | 9.7 | 10.1 | 9.9 | 9.5 | 9.9 | 9.7 | 2.5 |
| Dividend Growth(%) | N/A | -59.0 | -0.7 | 102.5 | -0.0 | -39.1 | -61.0 | -66.2 | N/A | -1.0 | 97.4 | 41.1 | -20.7 | -31.2 | -3.8 | -8.1 | 5.3 | -15.6 | -11.7 | -8.1 | 12.0 | -4.5 | -1.0 | -17.6 | -2.8 | -6.7 | -8.3 | -27.3 | -5.8 | -3.1 | -2.6 | -9.1 | -1.6 | -3.2 | -4.2 | -2.0 | 6.7 | 8.5 | -3.3 | -10.3 | -7.3 | -9.7 | 0.0 | -0.2 | -2.2 | -1.7 | -3.0 | 2.6 | 289.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/1984
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SHORT GOVERNMENT Asset Class Trend Rankings |
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