Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
EALBX (Eaton Vance TABS 1-to-10 Year Laddered M) 0.85% 5.37% 3.73% 1.55% 1.96% NA NA
Data as of 06/03/2026, Common starting date is 05/05/2015
More Performance Analytics Comparison
Name Start Date End Date
EALBX (Eaton Vance TABS 1-to-10 Year Laddered M) 05/05/2015 06/03/2026
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
Annualized Return (%) 0.29 5.37 3.73 1.55 1.96 NA NA 0.85 5.29 1.52 4.95 -4.60 0.99 4.55 4.88 0.73 3.05 -0.20 2.80
Sharpe Ratio NA 1.57 0.26 -0.35 0.13 NA NA -0.18 0.70 -0.78 0.44 -2.27 0.86 0.86 3.06 -0.56 1.55 -0.20 2.88
Standard Deviation(%) NA 1.88 3.02 2.75 2.68 NA NA 2.24 3.45 2.69 2.99 2.66 1.13 4.98 1.11 1.17 1.56 2.04 1.46
Draw Down(%) NA 2.26 3.91 9.05 9.05 NA NA 2.26 3.39 2.26 4.55 8.50 1.37 7.86 0.85 1.50 1.72 4.13 0.49
Yield(%) 0.00 2.67 2.77 2.21 1.84 1.35 1.01 0.95 2.85 2.82 2.75 1.49 1.18 1.28 1.71 1.50 1.26 1.19 0.59
Data as of 06/03/2026, Common starting date is 05/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EALBX (Eaton Vance TABS 1-to-10 Year Laddered M) -1.17%
Oct 2020 – Oct 2023
0.43%
Oct 2017 – Oct 2022
1.94%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EALBX (Eaton Vance TABS 1-to-10 Year Laddered M) 5.06%
Oct 2022 – Oct 2025
2.94%
Nov 2016 – Nov 2021
2.12%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return