Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMAIX (Eaton Vance Msschsts Ltd Mtrty Mn Incm F) | 1.13% | 5.59% | 4.39% | 1.93% | 2.31% | 2.56% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/12/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMAIX (Eaton Vance Msschsts Ltd Mtrty Mn Incm F) | 08/12/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 5.59 | 4.39 | 1.93 | 2.31 | 2.56 | NA | … | … | 1.13 | 4.97 | 3.97 | 4.46 | -4.87 | 1.89 | 2.33 | 4.62 | 2.35 | 4.90 | -0.10 | 2.51 | 5.58 | -2.81 | 3.87 | 7.77 | -3.50 |
| Sharpe Ratio | NA | 1.63 | 0.54 | -0.27 | 0.30 | NA | NA | … | … | 0.01 | 0.69 | 0.17 | 0.39 | -3.13 | 1.86 | 0.46 | 3.00 | 0.90 | 2.99 | -0.15 | 1.33 | 3.02 | -0.86 | 1.60 | 3.10 | -2.65 |
| Standard Deviation(%) | NA | 1.91 | 2.48 | 2.22 | 2.30 | NA | NA | … | … | 2.23 | 3.06 | 2.05 | 2.10 | 2.02 | 1.00 | 4.52 | 1.05 | 1.08 | 1.43 | 2.09 | 1.86 | 1.84 | 3.32 | 2.40 | 2.50 | 3.34 |
| Draw Down(%) | NA | 2.27 | 2.98 | 7.47 | 7.92 | NA | NA | … | … | 2.27 | 2.98 | 1.31 | 1.94 | 7.02 | 1.06 | 7.92 | 0.68 | 0.70 | 0.83 | 4.04 | 2.06 | 1.26 | 6.49 | 2.51 | 2.26 | 5.30 |
| Yield(%) | 0.00 | 2.96 | 3.12 | 2.44 | 2.31 | 2.54 | 1.95 | … | … | 1.02 | 3.24 | 3.18 | 2.91 | 1.73 | 1.30 | 1.79 | 2.28 | 2.42 | 2.30 | 2.45 | 2.76 | 2.97 | 2.92 | 3.06 | 3.56 | 0.30 |
Data as of 06/04/2026, Common starting date is 08/12/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMAIX (Eaton Vance Msschsts Ltd Mtrty Mn Incm F) |
-0.80%
Oct 2019 – Oct 2022 |
0.87%
Sep 2017 – Sep 2022 |
1.41%
Oct 2012 – Oct 2022 |
2.37%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMAIX (Eaton Vance Msschsts Ltd Mtrty Mn Incm F) |
4.97%
Feb 2023 – Feb 2026 |
3.68%
Jan 2011 – Jan 2016 |
3.21%
Jan 2011 – Jan 2021 |
2.79%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart