Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESIIX (EATON VANCE SHORT DURATION STRATEGIC INCOME FUND EATON VANCE SHORT DURATION STRATEGIC INCOME FUND CL) | 2.79% | 10.39% | 9.13% | 5.50% | 5.32% | 4.36% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/24/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESIIX (EATON VANCE SHORT DURATION STRATEGIC INCOME FUND EATON VANCE SHORT DURATION STRATEGIC INCOME FUND CL) | 04/24/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 10.39 | 9.13 | 5.50 | 5.32 | 4.36 | NA | … | … | 2.79 | 12.48 | 6.71 | 8.58 | -2.30 | 1.57 | 7.78 | 9.60 | -2.40 | 4.16 | 5.48 | -0.59 | 4.63 | 0.63 | 8.82 | 1.36 | 7.66 | 17.21 |
| Sharpe Ratio | NA | 2.59 | 1.64 | 0.89 | 1.17 | NA | NA | … | … | 0.76 | 3.23 | 0.79 | 1.40 | -1.29 | 0.95 | 1.64 | 4.08 | -1.43 | 1.59 | 1.53 | -0.17 | 1.49 | 0.26 | 3.43 | 0.40 | 3.19 | 0.48 |
| Standard Deviation(%) | NA | 2.86 | 3.59 | 3.20 | 3.06 | NA | NA | … | … | 3.32 | 2.99 | 3.90 | 3.55 | 2.89 | 1.63 | 4.58 | 1.99 | 2.65 | 2.21 | 3.43 | 3.60 | 3.09 | 2.28 | 2.58 | 3.37 | 2.38 | 53.70 |
| Draw Down(%) | NA | 2.44 | 2.45 | 6.17 | 10.96 | NA | NA | … | … | 2.44 | 2.09 | 2.12 | 2.45 | 6.17 | 1.09 | 10.96 | 0.88 | 4.23 | 1.14 | 4.60 | 4.56 | 3.18 | 4.59 | 2.10 | 4.43 | 1.58 | 26.87 |
| Yield(%) | 0.59 | 7.55 | 7.42 | 6.10 | 5.53 | 4.86 | 4.85 | … | … | 3.19 | 7.36 | 7.26 | 7.29 | 5.38 | 4.41 | 4.54 | 7.27 | 4.02 | 4.03 | 3.93 | 4.33 | 6.98 | 4.89 | 5.07 | 5.04 | 5.01 | 3.73 |
Data as of 06/04/2026, Common starting date is 04/24/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESIIX (EATON VANCE SHORT DURATION STRATEGIC INCOME FUND EATON VANCE SHORT DURATION STRATEGIC INCOME FUND CL) |
0.21%
Feb 2013 – Feb 2016 |
1.22%
Mar 2015 – Mar 2020 |
2.62%
Oct 2012 – Oct 2022 |
4.03%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESIIX (EATON VANCE SHORT DURATION STRATEGIC INCOME FUND EATON VANCE SHORT DURATION STRATEGIC INCOME FUND CL) |
9.61%
Feb 2023 – Feb 2026 |
6.84%
May 2009 – May 2014 |
5.65%
Feb 2016 – Feb 2026 |
4.54%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison Chart