Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EDIIX (EATON VANCE GLOBAL INCOME BUILDER FUND EATON VANCE GLOBAL INCOME BUILDER FUND CLASS I) | 7.65% | 20.04% | 15.36% | 7.56% | 8.73% | 8.20% | 6.11% | … | … |
Data as of 06/04/2026, Common starting date is 02/21/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EDIIX (EATON VANCE GLOBAL INCOME BUILDER FUND EATON VANCE GLOBAL INCOME BUILDER FUND CLASS I) | 02/21/2006 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 20.04 | 15.36 | 7.56 | 8.73 | 8.20 | 6.11 | … | … | 7.65 | 20.45 | 8.03 | 18.82 | -16.58 | 14.11 | 10.84 | 23.73 | -8.17 | 14.21 | 4.10 | 3.22 | 3.35 | 22.84 | 11.79 | -3.75 | 7.12 | 10.79 | -33.79 | 8.61 | 18.55 |
| Sharpe Ratio | NA | 1.86 | 1.23 | 0.44 | 0.59 | NA | NA | … | … | 1.38 | 1.50 | 0.54 | 1.66 | -1.09 | 1.66 | 0.45 | 2.81 | -0.99 | 2.87 | 0.38 | 0.24 | 0.31 | 2.09 | 0.84 | -0.16 | 0.40 | 0.46 | -0.90 | 0.32 | 1.62 |
| Standard Deviation(%) | NA | 9.50 | 10.05 | 11.51 | 12.11 | NA | NA | … | … | 11.79 | 11.73 | 8.22 | 9.21 | 16.64 | 8.49 | 23.21 | 7.92 | 9.67 | 4.74 | 10.31 | 13.40 | 10.61 | 10.93 | 14.11 | 23.49 | 17.73 | 23.34 | 38.42 | 17.13 | 11.36 |
| Draw Down(%) | NA | 8.35 | 10.05 | 24.40 | 30.57 | NA | NA | … | … | 8.35 | 10.05 | 5.77 | 7.48 | 23.61 | 4.19 | 30.57 | 4.14 | 14.91 | 1.91 | 8.90 | 11.03 | 8.99 | 7.58 | 12.85 | 20.79 | 15.34 | 24.90 | 44.74 | 11.73 | 10.53 |
| Yield(%) | 0.00 | 5.84 | 6.66 | 4.75 | 5.30 | 5.59 | 4.45 | … | … | 2.30 | 5.89 | 7.97 | 4.11 | 3.06 | 3.43 | 3.59 | 4.31 | 3.78 | 4.23 | 4.28 | 4.12 | 4.46 | 5.05 | 5.53 | 6.45 | 5.86 | 7.32 | 7.07 | 6.12 | 6.83 |
Data as of 06/04/2026, Common starting date is 02/21/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDIIX (EATON VANCE GLOBAL INCOME BUILDER FUND EATON VANCE GLOBAL INCOME BUILDER FUND CLASS I) |
-12.83%
Jun 2007 – Jun 2010 |
-5.98%
May 2007 – May 2012 |
2.14%
May 2007 – May 2017 |
2.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDIIX (EATON VANCE GLOBAL INCOME BUILDER FUND EATON VANCE GLOBAL INCOME BUILDER FUND CLASS I) |
17.06%
Sep 2022 – Sep 2025 |
14.13%
Feb 2009 – Feb 2014 |
10.20%
Sep 2011 – Sep 2021 |
8.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart