Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAFHX (EATON VANCE FLOATING-RATE & HIGH INCOME FUND EATON VANCE FLOATING-RATE & HIGH INCOME FUND ADVISERS C) | 0.15% | 2.78% | 6.49% | 4.39% | 4.47% | 4.14% | 4.15% | … | … |
Data as of 06/05/2026, Common starting date is 10/30/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAFHX (EATON VANCE FLOATING-RATE & HIGH INCOME FUND EATON VANCE FLOATING-RATE & HIGH INCOME FUND ADVISERS C) | 10/30/2000 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 2.78 | 6.49 | 4.39 | 4.47 | 4.14 | 4.15 | … | … | 0.15 | 4.19 | 7.80 | 11.77 | -3.36 | 4.53 | 2.58 | 7.92 | -0.16 | 4.47 | 11.29 | -1.87 | 0.67 | 5.11 | 9.28 | 2.45 | 9.87 | 48.01 | -30.98 | 1.66 | 6.93 | 4.29 | 4.82 | 9.14 | 1.03 | 3.92 | 2.26 |
| Sharpe Ratio | NA | 0.38 | 1.39 | 0.69 | 0.78 | NA | NA | … | … | -0.74 | 0.51 | 1.69 | 2.63 | -1.33 | 3.12 | 0.25 | 3.10 | -0.82 | 2.76 | 4.64 | -0.92 | 0.35 | 3.18 | 5.02 | 0.73 | 4.50 | 10.44 | -4.57 | -0.61 | 1.81 | 1.28 | 2.94 | 5.95 | -0.07 | 0.65 | 2.61 |
| Standard Deviation(%) | NA | 2.27 | 2.61 | 2.81 | 3.71 | NA | NA | … | … | 2.47 | 2.58 | 2.47 | 3.12 | 3.60 | 1.44 | 9.18 | 2.08 | 1.88 | 1.38 | 2.39 | 2.05 | 1.85 | 1.59 | 1.85 | 3.30 | 2.17 | 4.59 | 6.97 | 2.47 | 1.94 | 1.59 | 1.30 | 1.42 | 1.78 | 2.28 | 3.82 |
| Draw Down(%) | NA | 1.73 | 2.90 | 7.00 | 19.44 | NA | NA | … | … | 1.73 | 2.90 | 0.72 | 1.87 | 7.00 | 0.80 | 19.44 | 0.69 | 4.11 | 0.45 | 2.06 | 5.25 | 2.75 | 1.54 | 1.30 | 5.15 | 2.93 | 3.16 | 32.81 | 3.37 | 0.31 | 0.69 | 0.72 | 0.32 | 2.32 | 1.85 | 0.50 |
| Yield(%) | 0.00 | 6.01 | 7.22 | 5.87 | 5.07 | 4.63 | 4.49 | … | … | 2.00 | 6.91 | 7.72 | 7.81 | 4.42 | 3.30 | 3.61 | 4.97 | 4.22 | 3.83 | 4.40 | 4.07 | 3.67 | 4.12 | 4.79 | 4.37 | 4.62 | 7.34 | 5.57 | 6.61 | 6.42 | 4.91 | 3.80 | 4.40 | 4.85 | 6.66 | 2.65 |
Data as of 06/05/2026, Common starting date is 10/30/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAFHX (EATON VANCE FLOATING-RATE & HIGH INCOME FUND EATON VANCE FLOATING-RATE & HIGH INCOME FUND ADVISERS C) |
-9.13%
Dec 2005 – Dec 2008 |
-3.89%
Dec 2003 – Dec 2008 |
2.90%
Sep 2012 – Sep 2022 |
3.22%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAFHX (EATON VANCE FLOATING-RATE & HIGH INCOME FUND EATON VANCE FLOATING-RATE & HIGH INCOME FUND ADVISERS C) |
18.55%
Dec 2008 – Dec 2011 |
13.86%
Dec 2008 – Dec 2013 |
8.17%
Dec 2008 – Dec 2018 |
6.96%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart