Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS B) | NA | 0.94% | 3.56% | 3.67% | 5.03% | NA | NA | … | … |
Data as of 10/15/2019, Common starting date is 06/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS B) | 06/28/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 0.94 | 3.56 | 3.67 | 5.03 | NA | NA | … | … | 5.34 | -0.23 | 3.47 | 12.28 | -2.15 | 0.34 | 5.17 | 10.13 | 1.72 | 11.92 | 65.25 | -37.44 | -1.78 |
| Sharpe Ratio | NA | -0.22 | 1.32 | 1.42 | 2.08 | NA | NA | … | … | 2.11 | -0.84 | 2.04 | 5.30 | -1.17 | 0.15 | 3.64 | 5.61 | 0.45 | 5.27 | 11.85 | -4.57 | -1.95 |
| Standard Deviation(%) | NA | 2.62 | 1.91 | 2.11 | 2.25 | NA | NA | … | … | 2.52 | 1.84 | 1.40 | 2.28 | 1.87 | 2.12 | 1.41 | 1.81 | 3.73 | 2.24 | 5.50 | 8.36 | 3.13 |
| Draw Down(%) | NA | 4.66 | 4.74 | 7.49 | 7.49 | NA | NA | … | … | 0.98 | 4.74 | 0.95 | 2.46 | 5.77 | 2.95 | 1.15 | 1.46 | 6.89 | 3.50 | 3.53 | 38.92 | 3.88 |
| Yield(%) | 0.00 | 4.72 | 4.35 | 4.33 | 4.75 | 3.45 | 2.59 | … | … | 3.80 | 4.28 | 3.88 | 4.79 | 4.38 | 4.02 | 4.27 | 5.04 | 3.45 | 4.65 | 6.69 | 5.03 | 3.78 |
Data as of 10/15/2019, Common starting date is 06/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS B) |
0.11%
Feb 2013 – Feb 2016 |
2.00%
Feb 2011 – Feb 2016 |
4.31%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS B) |
23.44%
Dec 2008 – Dec 2011 |
16.86%
Dec 2008 – Dec 2013 |
9.51%
Dec 2008 – Dec 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart