Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EFR (Eaton Vance Senior Floating Rate Closed Fund) | -1.99% | -3.23% | 7.23% | 3.10% | 5.65% | 4.54% | 5.30% | … | … |
Data as of 06/04/2026, Common starting date is 11/25/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFR (Eaton Vance Senior Floating Rate Closed Fund) | 11/25/2003 | 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 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | -3.23 | 7.23 | 3.10 | 5.65 | 4.54 | 5.30 | … | … | -1.99 | -4.85 | 11.32 | 28.00 | -19.35 | 22.86 | 0.35 | 16.89 | -6.29 | 3.92 | 27.34 | -2.76 | -3.11 | 1.27 | 18.99 | -5.26 | 20.54 | 104.65 | -44.39 | -8.28 | 18.90 | -9.40 | 7.50 | -1.29 |
| Sharpe Ratio | NA | -0.82 | 0.42 | 0.03 | 0.27 | NA | NA | … | … | -0.84 | -0.64 | 0.83 | 1.98 | -1.16 | 2.00 | 0.00 | 2.16 | -0.95 | 0.39 | 2.59 | -0.31 | -0.42 | 0.11 | 1.46 | -0.27 | 1.06 | 3.78 | -1.17 | -0.79 | 2.57 | -1.16 | 0.75 | -2.84 |
| Standard Deviation(%) | NA | 7.96 | 10.93 | 13.07 | 15.42 | NA | NA | … | … | 9.95 | 12.09 | 9.24 | 12.41 | 18.02 | 11.42 | 35.32 | 7.14 | 8.13 | 8.34 | 10.46 | 8.97 | 7.45 | 11.72 | 13.09 | 19.83 | 19.22 | 27.68 | 38.75 | 14.53 | 6.06 | 10.02 | 8.64 | 4.71 |
| Draw Down(%) | NA | 11.49 | 18.30 | 25.09 | 42.01 | NA | NA | … | … | 8.96 | 18.30 | 6.36 | 7.96 | 24.24 | 5.68 | 42.01 | 2.92 | 15.37 | 6.18 | 8.27 | 15.91 | 9.28 | 11.47 | 6.73 | 24.13 | 14.82 | 23.43 | 53.68 | 20.33 | 4.09 | 13.22 | 3.94 | 1.93 |
| Yield(%) | 0.00 | 8.04 | 10.12 | 7.76 | 7.47 | 5.98 | 5.93 | … | … | 3.24 | 8.25 | 9.76 | 10.79 | 7.12 | 6.53 | 5.51 | 7.83 | 6.59 | 5.86 | 7.69 | 6.98 | 6.19 | 6.59 | 7.43 | 6.27 | 7.54 | 12.38 | 7.76 | 8.46 | 9.21 | 6.46 | 5.20 | 0.45 |
Data as of 06/04/2026, Common starting date is 11/25/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFR (Eaton Vance Senior Floating Rate Closed Fund) |
-16.21%
Nov 2005 – Nov 2008 |
-9.99%
Dec 2003 – Dec 2008 |
1.92%
Mar 2010 – Mar 2020 |
2.99%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFR (Eaton Vance Senior Floating Rate Closed Fund) |
32.72%
Nov 2008 – Nov 2011 |
23.57%
Nov 2008 – Nov 2013 |
13.24%
Nov 2008 – Nov 2018 |
11.17%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart