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
EBBLX (EATON VANCE FLOATING-RATE FUND EATON VANCE FLOATING-RATE FUND CLASS B) NA 0.30% 2.98% 2.83% 3.67% 3.00% NA
Data as of 10/15/2019, Common starting date is 02/27/2001
More Performance Analytics Comparison
Name Start Date End Date
EBBLX (EATON VANCE FLOATING-RATE FUND EATON VANCE FLOATING-RATE FUND CLASS B) 02/27/2001 10/15/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) -0.11 0.30 2.98 2.83 3.67 3.00 NA 3.98 -0.24 3.44 9.99 -2.63 -0.37 3.80 7.24 1.43 8.11 45.21 -30.94 0.90 5.53 3.58 2.71 5.08 0.88 3.35
Sharpe Ratio NA -0.58 1.26 1.24 1.82 NA NA 1.76 -1.05 2.58 5.01 -1.58 -0.24 3.17 4.94 0.48 4.52 10.49 -4.70 -0.97 1.38 1.21 2.43 4.45 -0.17 0.47
Standard Deviation(%) NA 2.12 1.55 1.74 1.82 NA NA 2.02 1.50 1.09 1.95 1.68 1.59 1.19 1.47 2.88 1.77 4.30 6.75 2.21 1.63 1.16 0.73 0.99 1.28 4.04
Draw Down(%) NA 3.84 3.95 6.92 6.92 NA NA 0.86 3.95 0.33 2.11 5.42 2.50 1.05 1.25 5.15 2.88 3.02 32.26 3.38 0.30 0.51 0.10 0.10 1.81 2.40
Yield(%) 0.00 3.81 3.32 3.21 3.42 3.43 3.14 3.06 3.28 2.84 3.39 3.09 2.70 2.99 3.61 3.10 3.19 5.41 4.65 5.80 5.50 3.72 2.18 2.73 3.51 4.59
Data as of 10/15/2019, Common starting date is 02/27/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EBBLX (EATON VANCE FLOATING-RATE FUND EATON VANCE FLOATING-RATE FUND CLASS B) -9.74%
Dec 2005 – Dec 2008
-4.79%
Dec 2003 – Dec 2008
2.12%
Feb 2006 – Feb 2016
2.66%
Mar 2001 – Mar 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EBBLX (EATON VANCE FLOATING-RATE FUND EATON VANCE FLOATING-RATE FUND CLASS B) 16.77%
Dec 2008 – Dec 2011
12.13%
Dec 2008 – Dec 2013
6.91%
Dec 2008 – Dec 2018
3.27%
Oct 2002 – Oct 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return