Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
EFF (Eaton Vance Floating-Rate Income Plus Fund) NA 21.82% 5.01% 7.64% NA NA NA
Data as of 06/21/2021, Common starting date is 06/27/2013
More Performance Analytics Comparison
Name Start Date End Date
EFF (Eaton Vance Floating-Rate Income Plus Fund) 06/27/2013 06/21/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) -0.55 21.82 5.01 7.64 NA NA NA 6.99 1.33 16.77 -10.03 0.20 28.92 -5.60 -3.58 -6.92
Sharpe Ratio NA 2.54 0.21 0.43 NA NA NA 2.59 0.03 2.36 -1.51 -0.07 2.77 -0.67 -0.54 -0.91
Standard Deviation(%) NA 8.65 19.85 16.06 NA NA NA 6.04 32.98 6.56 7.51 6.37 10.32 8.39 6.70 14.44
Draw Down(%) NA 3.45 40.49 40.49 NA NA NA 1.26 40.49 2.71 17.02 4.82 8.69 18.37 8.80 14.05
Yield(%) 0.00 5.15 5.38 6.04 4.00 2.67 2.00 1.94 5.01 7.56 5.55 5.06 6.73 7.06 7.75 2.97
Data as of 06/21/2021, Common starting date is 06/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EFF (Eaton Vance Floating-Rate Income Plus Fund) -6.03%
Mar 2017 – Mar 2020
-1.13%
Mar 2015 – Mar 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EFF (Eaton Vance Floating-Rate Income Plus Fund) 10.79%
Feb 2016 – Feb 2019
9.97%
Feb 2016 – Feb 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return