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
ERIBX (EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS R) 0.43% 5.25% 7.44% 3.98% 4.81% 4.88% 5.47%
Data as of 06/04/2026, Common starting date is 01/29/2004
More Performance Analytics Comparison
Name Start Date End Date
ERIBX (EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS R) 01/29/2004 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 (%) 0.19 5.25 7.44 3.98 4.81 4.88 5.47 0.43 7.94 6.60 11.48 -8.38 5.50 4.60 12.99 -3.01 5.81 12.49 -2.25 2.33 7.11 13.16 4.41 13.80 56.83 -30.42 2.03 11.03 1.97 5.72
Sharpe Ratio NA 1.07 1.25 0.32 0.60 NA NA -0.42 1.48 0.92 1.51 -1.29 1.90 0.38 3.51 -1.24 1.82 2.41 -0.52 0.63 2.10 4.08 0.82 3.40 7.89 -3.03 -0.28 2.80 -0.09 1.75
Standard Deviation(%) NA 3.09 3.71 4.85 5.42 NA NA 3.46 3.43 3.23 5.22 7.60 2.88 11.43 3.28 3.57 2.84 5.09 4.36 3.67 3.37 3.24 5.32 4.03 7.19 10.33 3.93 2.73 3.15 2.96
Draw Down(%) NA 2.37 3.34 12.79 21.07 NA NA 2.37 3.34 1.94 4.11 12.79 2.30 21.07 1.07 5.54 2.07 3.70 7.70 5.07 5.02 2.17 8.65 4.37 6.17 35.87 5.32 1.41 5.50 4.39
Yield(%) 0.00 5.34 5.75 4.93 5.19 5.26 5.50 1.93 5.77 5.66 5.55 4.68 4.83 5.41 5.73 5.27 5.33 6.04 5.78 5.64 5.86 6.71 7.35 7.78 12.54 7.90 7.21 7.28 5.38 4.97
Data as of 06/04/2026, Common starting date is 01/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ERIBX (EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS R) -8.19%
Nov 2005 – Nov 2008
-2.33%
Feb 2004 – Feb 2009
3.29%
Oct 2013 – Oct 2023
4.61%
Jun 2007 – Jun 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ERIBX (EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS R) 23.29%
Nov 2008 – Nov 2011
18.20%
Nov 2008 – Nov 2013
10.58%
Nov 2008 – Nov 2018
8.33%
Dec 2008 – Dec 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return