Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBFHX (EATON VANCE FLOATING-RATE & HIGH INCOME FUND EATON VANCE FLOATING-RATE & HIGH INCOME FUND CLASS B) | NA | 1.00% | 2.76% | 2.84% | 4.01% | 3.30% | NA | … | … |
Data as of 10/15/2019, Common starting date is 10/30/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBFHX (EATON VANCE FLOATING-RATE & HIGH INCOME FUND EATON VANCE FLOATING-RATE & HIGH INCOME FUND CLASS B) | 10/30/2000 | 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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 1.00 | 2.76 | 2.84 | 4.01 | 3.30 | NA | … | … | 4.77 | -0.90 | 2.69 | 10.35 | -2.46 | 0.00 | 4.19 | 8.43 | 1.72 | 9.13 | 46.99 | -31.50 | 0.80 | 6.23 | 3.49 | 3.87 | 8.35 | 0.41 | 2.49 | 0.85 |
| Sharpe Ratio | NA | -0.23 | 0.97 | 1.09 | 1.75 | NA | NA | … | … | 2.10 | -1.26 | 1.48 | 4.47 | -1.28 | -0.01 | 3.02 | 4.99 | 0.53 | 4.38 | 10.18 | -4.66 | -0.97 | 1.66 | 0.94 | 2.77 | 6.10 | -0.42 | 0.09 | 0.32 |
| Standard Deviation(%) | NA | 2.31 | 1.78 | 1.99 | 2.09 | NA | NA | … | … | 2.18 | 1.77 | 1.39 | 2.26 | 1.94 | 1.76 | 1.38 | 1.69 | 3.20 | 2.06 | 4.61 | 6.93 | 2.29 | 1.78 | 1.41 | 1.06 | 1.25 | 1.63 | 1.94 | 3.14 |
| Draw Down(%) | NA | 4.03 | 4.24 | 7.11 | 7.11 | NA | NA | … | … | 0.69 | 4.24 | 0.96 | 2.26 | 5.61 | 2.99 | 1.60 | 1.38 | 5.38 | 3.01 | 3.22 | 33.16 | 3.44 | 0.41 | 0.72 | 0.72 | 0.42 | 2.81 | 1.83 | 0.50 |
| Yield(%) | 0.00 | 3.90 | 3.51 | 3.43 | 3.81 | 3.74 | 3.54 | … | … | 3.11 | 3.48 | 3.11 | 3.64 | 3.36 | 2.90 | 3.35 | 3.98 | 3.65 | 3.92 | 6.42 | 4.96 | 5.88 | 5.65 | 4.14 | 2.98 | 3.66 | 4.25 | 5.29 | 1.26 |
Data as of 10/15/2019, Common starting date is 10/30/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBFHX (EATON VANCE FLOATING-RATE & HIGH INCOME FUND EATON VANCE FLOATING-RATE & HIGH INCOME FUND CLASS B) |
-9.82%
Dec 2005 – Dec 2008 |
-4.64%
Dec 2003 – Dec 2008 |
2.55%
Feb 2006 – Feb 2016 |
2.91%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBFHX (EATON VANCE FLOATING-RATE & HIGH INCOME FUND EATON VANCE FLOATING-RATE & HIGH INCOME FUND CLASS B) |
17.73%
Dec 2008 – Dec 2011 |
13.01%
Dec 2008 – Dec 2013 |
7.28%
Dec 2008 – Dec 2018 |
3.87%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart