Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EDIRX (EATON VANCE GLOBAL INCOME BUILDER FUND EATON VANCE GLOBAL INCOME BUILDER FUND CLASS R) | 5.12% | 17.00% | 13.99% | 6.54% | 8.17% | 7.63% | 5.58% | … | … |
Data as of 06/05/2026, Common starting date is 02/21/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EDIRX (EATON VANCE GLOBAL INCOME BUILDER FUND EATON VANCE GLOBAL INCOME BUILDER FUND CLASS R) | 02/21/2006 | 06/05/2026 |
| 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 (%) | -1.85 | 17.00 | 13.99 | 6.54 | 8.17 | 7.63 | 5.58 | … | … | 5.12 | 19.87 | 7.55 | 18.14 | -16.94 | 13.39 | 10.28 | 23.27 | -8.79 | 15.92 | 3.40 | 2.86 | 2.76 | 22.35 | 11.12 | -4.20 | 6.76 | 10.12 | -34.08 | 8.19 | 18.13 |
| Sharpe Ratio | NA | 1.78 | 1.17 | 0.39 | 0.56 | NA | NA | … | … | 1.33 | 1.45 | 0.48 | 1.58 | -1.10 | 1.57 | 0.43 | 2.77 | -1.05 | 3.27 | 0.31 | 0.21 | 0.26 | 2.05 | 0.79 | -0.18 | 0.37 | 0.43 | -0.91 | 0.30 | 1.59 |
| Standard Deviation(%) | NA | 9.54 | 10.08 | 11.55 | 12.13 | NA | NA | … | … | 11.87 | 11.76 | 8.25 | 9.24 | 16.70 | 8.52 | 23.25 | 7.86 | 9.68 | 4.68 | 10.27 | 13.45 | 10.66 | 10.87 | 14.15 | 23.60 | 17.86 | 23.54 | 38.37 | 17.07 | 11.29 |
| Draw Down(%) | NA | 8.45 | 10.12 | 24.77 | 30.67 | NA | NA | … | … | 8.45 | 10.12 | 5.83 | 7.61 | 23.85 | 4.16 | 30.67 | 4.15 | 15.35 | 1.96 | 9.02 | 11.25 | 9.12 | 7.61 | 12.90 | 20.96 | 15.40 | 25.03 | 44.86 | 11.75 | 10.64 |
| Yield(%) | 0.00 | 5.30 | 6.11 | 4.27 | 4.71 | 4.98 | 4.03 | … | … | 2.09 | 5.33 | 7.50 | 3.57 | 2.66 | 2.93 | 3.11 | 3.73 | 3.26 | 3.67 | 3.73 | 3.75 | 3.88 | 4.46 | 5.05 | 6.00 | 5.54 | 6.87 | 6.67 | 5.64 | 6.36 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| EDIRX (EATON VANCE GLOBAL INCOME BUILDER FUND EATON VANCE GLOBAL INCOME BUILDER FUND CLASS R) |
-13.28%
Jun 2007 – Jun 2010 |
-6.46%
May 2007 – May 2012 |
1.76%
May 2007 – May 2017 |
2.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDIRX (EATON VANCE GLOBAL INCOME BUILDER FUND EATON VANCE GLOBAL INCOME BUILDER FUND CLASS R) |
16.52%
Sep 2022 – Sep 2025 |
13.56%
Feb 2009 – Feb 2014 |
9.84%
Sep 2011 – Sep 2021 |
8.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart