Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS I) | 0.00% | 2.88% | 7.56% | 5.29% | 5.12% | 4.79% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/28/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS I) | 03/28/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 2.88 | 7.56 | 5.29 | 5.12 | 4.79 | NA | … | … | 0.00 | 4.53 | 8.91 | 14.53 | -2.98 | 5.42 | 1.91 | 9.00 | 0.26 | 4.09 | 12.96 | -1.60 | 0.94 | 5.88 | 10.72 | 3.39 | 12.53 | 65.83 | -32.44 |
| Sharpe Ratio | NA | 0.40 | 1.58 | 0.89 | 0.79 | NA | NA | … | … | -0.81 | 0.56 | 1.96 | 3.08 | -1.10 | 3.78 | 0.14 | 3.10 | -0.59 | 2.21 | 5.23 | -0.79 | 0.43 | 3.64 | 5.47 | 0.87 | 5.34 | 11.85 | -4.57 |
| Standard Deviation(%) | NA | 2.60 | 2.99 | 3.15 | 4.50 | NA | NA | … | … | 2.77 | 2.94 | 2.70 | 3.56 | 4.03 | 1.43 | 11.69 | 2.43 | 1.92 | 1.56 | 2.44 | 2.06 | 2.16 | 1.61 | 1.97 | 3.89 | 2.33 | 5.55 | 8.95 |
| Draw Down(%) | NA | 2.29 | 3.44 | 7.63 | 24.22 | NA | NA | … | … | 2.29 | 3.44 | 0.80 | 2.12 | 7.63 | 0.57 | 24.22 | 0.94 | 4.65 | 0.90 | 2.41 | 5.50 | 2.81 | 1.20 | 1.40 | 6.59 | 3.45 | 3.49 | 38.16 |
| Yield(%) | 0.00 | 6.75 | 8.45 | 6.91 | 5.95 | 5.44 | 5.33 | … | … | 2.24 | 7.80 | 8.88 | 9.71 | 5.42 | 4.07 | 4.39 | 5.75 | 4.87 | 4.49 | 5.41 | 4.95 | 4.62 | 4.86 | 5.67 | 5.12 | 5.20 | 7.45 | 4.47 |
Data as of 06/04/2026, Common starting date is 03/28/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS I) |
-1.90%
Mar 2017 – Mar 2020 |
0.80%
Mar 2015 – Mar 2020 |
3.29%
Mar 2010 – Mar 2020 |
4.76%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS I) |
24.49%
Dec 2008 – Dec 2011 |
17.73%
Dec 2008 – Dec 2013 |
10.23%
Dec 2008 – Dec 2018 |
8.60%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart