Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ETHIX (EATON VANCE HIGH INCOME OPPORTUNITIES FUND EATON VANCE HIGH INCOME OPPORTUNITIES FUND CLASS A) | 3.85% | 7.40% | 8.65% | 6.37% | 4.92% | 6.26% | 5.93% | 6.13% |
Data as of 07/11/2025, AR inception is 03/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETHIX (EATON VANCE HIGH INCOME OPPORTUNITIES FUND EATON VANCE HIGH INCOME OPPORTUNITIES FUND CLASS A) | 03/30/2004 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.40 | 8.65 | 6.37 | 4.92 | 6.26 | 5.93 | 6.13 | 3.85 | 7.46 | 11.74 | -7.29 | 7.28 | 4.46 | 13.95 | -3.30 | 5.23 | 12.54 | -1.11 | 3.46 | 8.56 | 15.45 | 4.11 | 16.05 | 64.30 | -36.75 | 1.51 | 11.83 | 2.57 | 10.09 |
| Sharpe Ratio | NA | 1.11 | 1.07 | 0.88 | 0.60 | NA | NA | 0.85 | 1.07 | 1.15 | 1.56 | -1.18 | 2.24 | 0.34 | 3.47 | -1.27 | 1.61 | 2.42 | -0.24 | 0.87 | 2.34 | 4.45 | 0.71 | 3.52 | 7.93 | -3.38 | -0.39 | 2.72 | 0.09 | 3.59 |
| Standard Deviation(%) | NA | 3.80 | 4.93 | 5.01 | 5.84 | NA | NA | 5.73 | 4.18 | 3.34 | 5.21 | 7.44 | 3.24 | 12.21 | 3.59 | 3.69 | 2.86 | 5.09 | 4.74 | 3.96 | 3.64 | 3.49 | 5.72 | 4.53 | 8.10 | 11.12 | 4.24 | 3.11 | 3.52 | 3.46 |
| Draw Down(%) | NA | 3.48 | 7.26 | 11.83 | 22.65 | NA | NA | 43.03 | 3.48 | 1.67 | 3.93 | 11.78 | 2.42 | 22.65 | 1.36 | 6.13 | 1.97 | 3.55 | 7.19 | 5.22 | 5.00 | 2.36 | 9.29 | 4.91 | 7.17 | 41.39 | 5.72 | 1.63 | 4.89 | 3.51 |
| Yield(%) | 0.00 | 5.74 | 6.07 | 5.68 | 5.25 | 6.28 | 5.74 | 5.93 | 2.59 | 6.29 | 6.01 | 4.92 | 5.07 | 5.32 | 5.74 | 5.25 | 5.28 | 5.86 | 5.92 | 5.84 | 6.53 | 7.17 | 7.47 | 9.01 | 14.96 | 8.41 | 7.79 | 8.05 | 6.54 | 6.76 |
Data as of 07/11/2025, AR inception is 03/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETHIX (EATON VANCE HIGH INCOME OPPORTUNITIES FUND EATON VANCE HIGH INCOME OPPORTUNITIES FUND CLASS A) |
-10.45%
Dec 2005 - Dec 2008 |
-0.91%
Apr 2004 - Apr 2009 |
3.86%
Oct 2013 - Oct 2023 |
4.92%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETHIX (EATON VANCE HIGH INCOME OPPORTUNITIES FUND EATON VANCE HIGH INCOME OPPORTUNITIES FUND CLASS A) |
26.03%
Feb 2009 - Feb 2012 |
20.00%
Dec 2008 - Dec 2013 |
11.49%
Feb 2009 - Feb 2019 |
9.41%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart