Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EFT (Eaton Vance Floating Rate Income Closed Fund) | -0.03% | 4.43% | 16.99% | 11.94% | 9.62% | 7.28% | 7.00% | … | … |
Data as of 06/04/2026, Common starting date is 07/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFT (Eaton Vance Floating Rate Income Closed Fund) | 07/16/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.37 | 4.43 | 16.99 | 11.94 | 9.62 | 7.28 | 7.00 | … | … | -0.03 | 2.80 | 22.35 | 38.79 | -11.00 | 23.78 | 2.55 | 16.84 | -6.12 | 1.67 | 25.84 | -2.77 | -3.43 | -4.64 | 26.38 | -4.87 | 16.67 | 92.35 | -43.34 | -7.71 | 19.25 | -4.94 | -2.53 |
| Sharpe Ratio | NA | 0.31 | 1.26 | 0.75 | 0.52 | NA | NA | … | … | -0.01 | 0.00 | 1.83 | 3.17 | -0.76 | 2.03 | 0.06 | 2.16 | -0.92 | 0.14 | 2.73 | -0.31 | -0.41 | -0.32 | 1.69 | -0.26 | 1.11 | 3.38 | -1.06 | -0.73 | 2.71 | -0.74 | -0.86 |
| Standard Deviation(%) | NA | 9.87 | 11.79 | 13.07 | 16.26 | NA | NA | … | … | 11.69 | 13.81 | 10.22 | 11.18 | 16.42 | 11.68 | 39.22 | 7.13 | 8.23 | 7.22 | 9.38 | 8.98 | 8.33 | 14.57 | 15.76 | 18.89 | 14.90 | 27.29 | 41.75 | 15.04 | 5.87 | 9.70 | 8.03 |
| Draw Down(%) | NA | 9.17 | 16.88 | 20.47 | 45.43 | NA | NA | … | … | 9.17 | 16.88 | 5.70 | 7.57 | 20.47 | 5.10 | 45.43 | 3.90 | 15.52 | 6.75 | 7.52 | 15.36 | 10.52 | 12.90 | 9.94 | 20.16 | 14.50 | 24.77 | 55.64 | 18.86 | 3.17 | 10.41 | 5.45 |
| Yield(%) | 0.00 | 8.16 | 10.79 | 7.90 | 7.17 | 5.95 | 5.82 | … | … | 2.66 | 8.30 | 10.47 | 12.41 | 6.75 | 6.07 | 5.15 | 7.93 | 5.96 | 5.48 | 7.20 | 6.54 | 5.81 | 5.82 | 7.24 | 6.36 | 7.19 | 11.08 | 7.64 | 8.40 | 9.14 | 6.58 | NA |
Data as of 06/04/2026, Common starting date is 07/16/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFT (Eaton Vance Floating Rate Income Closed Fund) |
-15.63%
Mar 2006 – Mar 2009 |
-1.56%
Aug 2004 – Aug 2009 |
1.74%
Mar 2010 – Mar 2020 |
2.81%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFT (Eaton Vance Floating Rate Income Closed Fund) |
32.49%
Mar 2009 – Mar 2012 |
21.14%
Nov 2008 – Nov 2013 |
11.98%
Nov 2008 – Nov 2018 |
12.03%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart