Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETSIX (EATON VANCE SHORT DURATION STRATEGIC INCOME FUND EATON VANCE SHORT DURATION STRATEGIC INCOME FUND CL) | 1.63% | 8.95% | 8.40% | 4.97% | 4.95% | 4.02% | 4.82% | … | … |
Data as of 06/05/2026, Common starting date is 02/26/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETSIX (EATON VANCE SHORT DURATION STRATEGIC INCOME FUND EATON VANCE SHORT DURATION STRATEGIC INCOME FUND CL) | 02/26/1998 | 06/05/2026 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.95 | 8.40 | 4.97 | 4.95 | 4.02 | 4.82 | … | … | 1.63 | 12.14 | 6.33 | 8.17 | -2.55 | 1.38 | 7.52 | 9.32 | -2.68 | 3.85 | 5.55 | -0.78 | 4.32 | 0.33 | 8.49 | 0.98 | 7.63 | 26.30 | -9.93 | 8.13 | 6.63 | 4.74 | 7.93 | 14.72 | 3.67 | 7.38 | -0.22 | 6.36 | 2.54 |
| Sharpe Ratio | NA | 2.23 | 1.48 | 0.76 | 1.06 | NA | NA | … | … | 0.23 | 3.11 | 0.69 | 1.36 | -1.33 | 0.84 | 1.59 | 3.94 | -1.54 | 1.45 | 1.56 | -0.22 | 1.37 | 0.13 | 3.41 | 0.29 | 3.16 | 8.31 | -2.61 | 1.60 | 1.11 | 0.86 | 2.09 | 4.01 | 0.48 | 0.98 | -1.09 | 0.74 | -0.09 |
| Standard Deviation(%) | NA | 2.90 | 3.57 | 3.20 | 3.06 | NA | NA | … | … | 3.41 | 2.99 | 3.96 | 3.36 | 3.00 | 1.61 | 4.57 | 1.99 | 2.64 | 2.21 | 3.43 | 3.66 | 3.15 | 2.23 | 2.50 | 3.31 | 2.39 | 3.15 | 4.16 | 3.13 | 2.91 | 2.90 | 3.32 | 3.50 | 5.31 | 5.12 | 4.09 | 4.05 | 4.67 |
| Draw Down(%) | NA | 2.43 | 2.53 | 6.30 | 10.96 | NA | NA | … | … | 2.43 | 2.08 | 2.12 | 2.53 | 6.30 | 1.13 | 10.96 | 0.76 | 4.46 | 1.18 | 4.61 | 4.63 | 3.20 | 4.66 | 2.10 | 4.47 | 1.58 | 1.58 | 12.62 | 1.58 | 1.91 | 1.96 | 2.57 | 1.50 | 5.80 | 4.74 | 7.01 | 2.47 | 6.94 |
| Yield(%) | 0.00 | 6.67 | 6.88 | 5.72 | 5.24 | 4.61 | 5.14 | … | … | 2.50 | 7.06 | 6.90 | 6.92 | 5.13 | 4.24 | 4.37 | 7.01 | 3.73 | 3.73 | 4.00 | 4.13 | 6.68 | 4.59 | 4.76 | 4.77 | 4.85 | 6.42 | 6.16 | 7.23 | 7.03 | 7.23 | 7.20 | 8.68 | 8.48 | 9.14 | 9.28 | 9.12 | 8.11 |
Data as of 06/05/2026, Common starting date is 02/26/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETSIX (EATON VANCE SHORT DURATION STRATEGIC INCOME FUND EATON VANCE SHORT DURATION STRATEGIC INCOME FUND CL) |
-0.06%
Feb 2013 – Feb 2016 |
1.02%
Mar 2015 – Mar 2020 |
2.37%
Sep 2012 – Sep 2022 |
3.58%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETSIX (EATON VANCE SHORT DURATION STRATEGIC INCOME FUND EATON VANCE SHORT DURATION STRATEGIC INCOME FUND CL) |
11.47%
Feb 2009 – Feb 2012 |
8.97%
Oct 2002 – Oct 2007 |
7.64%
Nov 2000 – Nov 2010 |
6.20%
Oct 1998 – Oct 2013 |
Annualized Rolling Returns Comparison Chart