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
EILBX (Eaton Vance TABS 1-to-10 Year Laddered M) 1.03% 5.60% 4.02% 1.80% 2.23% NA NA
Data as of 06/04/2026, Common starting date is 05/05/2015
More Performance Analytics Comparison
Name Start Date End Date
EILBX (Eaton Vance TABS 1-to-10 Year Laddered M) 05/05/2015 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
Annualized Return (%) 0.19 5.60 4.02 1.80 2.23 NA NA 1.03 5.54 1.78 5.22 -4.35 1.28 4.73 5.25 0.98 3.31 0.03 3.10
Sharpe Ratio NA 1.68 0.33 -0.26 0.22 NA NA -0.08 0.78 -0.67 0.52 -2.19 1.07 0.90 3.22 -0.34 1.59 -0.09 3.35
Standard Deviation(%) NA 1.92 3.06 2.78 2.70 NA NA 2.33 3.44 2.76 3.04 2.65 1.17 4.98 1.17 1.18 1.67 2.01 1.39
Draw Down(%) NA 2.35 3.85 8.81 8.81 NA NA 2.35 3.39 2.22 4.42 8.32 1.37 7.85 0.85 1.43 1.77 4.13 0.47
Yield(%) 0.00 2.90 3.03 2.46 2.10 1.55 1.16 1.03 3.09 3.10 3.04 1.72 1.45 1.54 1.97 1.74 1.52 1.42 0.79
Data as of 06/04/2026, Common starting date is 05/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EILBX (Eaton Vance TABS 1-to-10 Year Laddered M) -0.91%
Oct 2020 – Oct 2023
0.70%
Oct 2017 – Oct 2022
2.20%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EILBX (Eaton Vance TABS 1-to-10 Year Laddered M) 5.32%
Oct 2022 – Oct 2025
3.21%
Nov 2016 – Nov 2021
2.39%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return