Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EABLX (EATON VANCE FLOATING-RATE FUND EATON VANCE FLOATING-RATE FUND ADVISERS CLASS) | 0.63% | 4.79% | 7.16% | 5.53% | 4.17% | 4.25% | 3.95% | 4.01% |
Data as of 07/29/2025, AR inception is 02/27/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EABLX (EATON VANCE FLOATING-RATE FUND EATON VANCE FLOATING-RATE FUND ADVISERS CLASS) | 02/27/2001 | 07/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 4.79 | 7.16 | 5.53 | 4.17 | 4.25 | 3.95 | 4.01 | 0.63 | 8.02 | 11.89 | -2.49 | 3.97 | 2.27 | 6.80 | 0.53 | 4.11 | 10.93 | -1.86 | 0.39 | 4.46 | 8.13 | 2.18 | 8.81 | 46.17 | -30.41 | 1.78 | 6.21 | 4.40 | 3.44 | 5.97 | 1.48 | 4.03 |
| Sharpe Ratio | NA | 0.55 | 1.39 | 1.31 | 0.78 | NA | NA | 0.88 | -0.72 | 0.56 | 2.50 | -1.21 | 3.08 | 0.23 | 2.64 | -0.44 | 2.59 | 5.27 | -1.08 | 0.22 | 3.26 | 4.97 | 0.75 | 4.60 | 10.48 | -4.57 | -0.51 | 1.59 | 1.62 | 2.57 | 4.58 | 0.26 | 1.52 |
| Standard Deviation(%) | NA | 2.72 | 2.86 | 2.62 | 3.52 | NA | NA | 3.14 | 2.67 | 2.56 | 3.08 | 3.21 | 1.28 | 8.74 | 2.04 | 1.77 | 1.35 | 2.04 | 1.75 | 1.70 | 1.36 | 1.64 | 2.87 | 1.90 | 4.40 | 6.84 | 2.40 | 1.86 | 1.37 | 0.97 | 1.15 | 1.46 | 1.79 |
| Draw Down(%) | NA | 2.86 | 3.59 | 6.28 | 18.73 | NA | NA | 32.79 | 2.86 | 0.72 | 1.68 | 6.28 | 0.45 | 18.73 | 0.79 | 3.82 | 0.33 | 2.04 | 4.93 | 2.30 | 0.99 | 1.20 | 5.02 | 2.81 | 2.95 | 31.79 | 3.31 | 0.30 | 0.51 | 0.20 | 0.21 | 1.72 | 1.08 |
| Yield(%) | 0.00 | 6.32 | 7.33 | 5.71 | 4.69 | 4.53 | 4.27 | 4.25 | 2.40 | 8.03 | 8.59 | 4.41 | 3.12 | 3.42 | 4.85 | 4.05 | 3.60 | 4.17 | 3.87 | 3.45 | 3.73 | 4.36 | 3.84 | 3.86 | 6.29 | 5.28 | 6.55 | 6.24 | 4.51 | 2.89 | 3.49 | 4.19 | 5.14 |
Data as of 07/29/2025, AR inception is 02/27/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EABLX (EATON VANCE FLOATING-RATE FUND EATON VANCE FLOATING-RATE FUND ADVISERS CLASS) |
-9.05%
Dec 2005 - Dec 2008 |
-4.07%
Dec 2003 - Dec 2008 |
2.60%
Mar 2010 - Mar 2020 |
2.88%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EABLX (EATON VANCE FLOATING-RATE FUND EATON VANCE FLOATING-RATE FUND ADVISERS CLASS) |
17.57%
Dec 2008 - Dec 2011 |
12.92%
Dec 2008 - Dec 2013 |
7.70%
Dec 2008 - Dec 2018 |
6.58%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart