Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EBABX (EATON VANCE CORE PLUS BOND FUND EATON VANCE CORE PLUS BOND FUND CLASS A) | 3.95% | 5.82% | 3.68% | 1.89% | 2.96% | 4.01% | NA | 4.64% |
Data as of 07/23/2025, AR inception is 11/20/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBABX (EATON VANCE CORE PLUS BOND FUND EATON VANCE CORE PLUS BOND FUND CLASS A) | 11/20/2009 | 07/23/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 5.82 | 3.68 | 1.89 | 2.96 | 4.01 | NA | 4.64 | 3.95 | 3.77 | 6.74 | -13.10 | 2.16 | 5.29 | 10.54 | -1.41 | 7.45 | 11.13 | -6.20 | 10.82 | -5.24 | 8.58 | 20.77 | 9.93 | -1.20 |
| Sharpe Ratio | NA | 0.37 | 0.07 | -0.02 | 0.30 | NA | NA | 0.58 | 0.69 | -0.55 | 0.37 | -2.34 | 0.79 | 0.72 | 3.91 | -1.20 | 2.77 | 2.49 | -1.58 | 3.46 | -1.02 | 1.40 | 1.87 | 0.86 | -1.82 |
| Standard Deviation(%) | NA | 4.87 | 5.98 | 5.20 | 4.76 | NA | NA | 6.01 | 4.96 | 5.10 | 6.78 | 6.22 | 2.71 | 7.03 | 2.33 | 2.27 | 2.47 | 4.39 | 3.94 | 3.12 | 5.19 | 6.15 | 11.08 | 11.42 | 5.86 |
| Draw Down(%) | NA | 3.91 | 8.98 | 17.69 | 17.69 | NA | NA | 17.69 | 2.68 | 3.37 | 6.86 | 16.65 | 1.77 | 17.18 | 1.00 | 2.76 | 1.28 | 3.40 | 8.57 | 1.18 | 9.46 | 3.28 | 5.49 | 10.85 | 2.29 |
| Yield(%) | 0.00 | 4.62 | 4.61 | 3.77 | 3.82 | 4.36 | 3.61 | 4.81 | 2.06 | 5.27 | 5.18 | 3.16 | 2.62 | 3.39 | 3.96 | 3.41 | 3.43 | 3.67 | 4.83 | 4.58 | 4.32 | 4.83 | 5.01 | 4.52 | 0.00 |
Data as of 07/23/2025, AR inception is 11/20/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBABX (EATON VANCE CORE PLUS BOND FUND EATON VANCE CORE PLUS BOND FUND CLASS A) |
-2.96%
Oct 2020 - Oct 2023 |
-0.05%
Oct 2017 - Oct 2022 |
1.59%
Oct 2012 - Oct 2022 |
3.91%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBABX (EATON VANCE CORE PLUS BOND FUND EATON VANCE CORE PLUS BOND FUND CLASS A) |
12.97%
Dec 2009 - Dec 2012 |
8.65%
Dec 2009 - Dec 2014 |
6.33%
Dec 2009 - Dec 2019 |
4.45%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison Chart