Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| EAFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS A) | 5.21% | -1.90% | 2.52% | 7.02% | 7.01% | 4.25% | 4.75% | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS A) | 03/28/2008 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 03/28/2008.
AR inception is since 03/28/2008.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 2.52 | 7.02 | 7.01 | 4.25 | 4.75 | NA | 5.21 | -1.90 | 7.91 | 14.15 | -3.13 | 5.15 | 1.65 | 8.62 | 0.11 | 3.83 | 12.67 | -1.84 | 0.69 | 5.63 | 10.55 | 3.06 | 12.28 | 65.72 | -32.66 |
| Sharpe Ratio | NA | -1.23 | 0.69 | 1.44 | 0.57 | NA | NA | 0.93 | -2.34 | 0.52 | 2.85 | -1.13 | 3.63 | 0.12 | 2.92 | -0.63 | 2.23 | 5.34 | -0.94 | 0.32 | 3.52 | 5.53 | 0.79 | 5.31 | 11.94 | -4.59 |
| Standard Deviation(%) | NA | 2.93 | 3.41 | 3.14 | 4.46 | NA | NA | 4.46 | 3.29 | 2.56 | 3.50 | 4.02 | 1.41 | 11.70 | 2.47 | 1.91 | 1.44 | 2.34 | 1.99 | 2.13 | 1.59 | 1.91 | 3.83 | 2.30 | 5.50 | 8.96 |
| Draw Down(%) | NA | 4.88 | 4.88 | 7.75 | 24.29 | NA | NA | 38.23 | 4.69 | 0.80 | 2.16 | 7.75 | 0.66 | 24.29 | 0.94 | 4.69 | 0.83 | 2.43 | 5.61 | 2.87 | 1.22 | 1.42 | 6.59 | 3.48 | 3.50 | 38.23 |
| Yield(%) | 0.00 | 4.95 | 7.14 | 6.28 | 5.03 | 5.16 | 4.59 | 5.40 | 0.00 | 7.96 | 9.47 | 5.17 | 3.82 | 4.16 | 5.50 | 4.63 | 4.24 | 5.14 | 4.71 | 4.38 | 4.62 | 5.42 | 4.88 | 4.98 | 7.13 | 4.31 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS A) |
-2.15%
Mar 2017 - Mar 2020 |
0.54%
Mar 2015 - Mar 2020 |
3.04%
Mar 2010 - Mar 2020 |
4.52%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS A) |
24.24%
Dec 2008 - Dec 2011 |
17.49%
Dec 2008 - Dec 2013 |
9.99%
Dec 2008 - Dec 2018 |
8.35%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart