Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EATTX (Eaton Vance TABS 10to20 Year Laddered Mu) | NA | -90,990.48% | nan% | nan% | NA | NA | NA | … | … |
Data as of 01/27/2023, Common starting date is 05/12/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EATTX (Eaton Vance TABS 10to20 Year Laddered Mu) | 05/12/2015 | 01/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | -90,990.48 | nan | nan | NA | NA | NA | … | … | -100,602.51 | -11.98 | 2.64 | 7.41 | 9.80 | 0.03 | 7.46 | 0.69 | 6.27 |
| Sharpe Ratio | NA | -2.14 | -0.31 | 0.15 | NA | NA | NA | … | … | 1.39 | -2.70 | 1.24 | 0.77 | 3.58 | -0.61 | 2.20 | 0.11 | 3.01 |
| Standard Deviation(%) | NA | 5.01 | 6.21 | 5.03 | NA | NA | NA | … | … | 2.97 | 4.99 | 2.10 | 9.24 | 2.33 | 2.24 | 3.10 | 4.22 | 3.28 |
| Draw Down(%) | NA | 90,790.22 | 88,142.22 | 88,142.22 | NA | NA | NA | … | … | 99,602.98 | 17.15 | 2.80 | 12.73 | 1.94 | 2.98 | 1.86 | 8.75 | 1.19 |
| Yield(%) | 100.00 | 90.67 | 32.13 | 21.83 | 12.23 | 8.16 | 6.12 | … | … | 100.40 | 1.95 | 2.79 | 3.55 | 2.84 | 2.50 | 2.50 | 2.57 | 1.71 |
Data as of 01/27/2023, Common starting date is 05/12/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EATTX (Eaton Vance TABS 10to20 Year Laddered Mu) |
-2.65%
Oct 2019 – Oct 2022 |
0.42%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EATTX (Eaton Vance TABS 10to20 Year Laddered Mu) |
7.10%
Jul 2018 – Jul 2021 |
5.75%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart