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
EICBX (Eaton Vance 1-to-10 Year Laddered Corp B) NA 4.84% 3.29% NA NA NA NA
Data as of 05/29/2020, Common starting date is 09/28/2016
More Performance Analytics Comparison
Name Start Date End Date
EICBX (Eaton Vance 1-to-10 Year Laddered Corp B) 09/28/2016 05/29/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016
Annualized Return (%) 0.02 4.84 3.29 NA NA NA NA -0.85 10.80 -1.01 2.85 -2.20
Sharpe Ratio NA 0.57 0.51 NA NA NA NA -0.27 3.25 -1.00 1.02 -2.97
Standard Deviation(%) NA 6.46 4.19 NA NA NA NA 9.42 2.89 2.33 2.19 2.84
Draw Down(%) NA 13.21 13.21 NA NA NA NA 13.21 1.56 2.73 1.32 3.00
Yield(%) 0.00 3.07 2.72 1.62 0.81 0.54 0.41 0.92 3.35 2.90 1.10 0.00
Data as of 05/29/2020, Common starting date is 09/28/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EICBX (Eaton Vance 1-to-10 Year Laddered Corp B) 1.52%
Mar 2017 – Mar 2020
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EICBX (Eaton Vance 1-to-10 Year Laddered Corp B) 4.61%
Feb 2017 – Feb 2020
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return