Performance Comparison
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
