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
EVBLX (EATON VANCE FLOATING-RATE FUND EATON VANCE FLOATING-RATE FUND CLASS A) 0.20% 2.61% 6.39% 4.48% 4.26% 3.86% 3.83%
Data as of 06/03/2026, Common starting date is 06/27/2003
More Performance Analytics Comparison
Name Start Date End Date
EVBLX (EATON VANCE FLOATING-RATE FUND EATON VANCE FLOATING-RATE FUND CLASS A) 06/27/2003 06/03/2026
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
Annualized Return (%) 0.00 2.61 6.39 4.48 4.26 3.86 3.83 0.20 3.64 8.02 11.91 -2.57 4.01 2.17 6.84 0.54 3.06 10.94 -1.90 0.38 4.56 8.11 2.12 8.89 46.12 -30.41 1.72 6.22 4.41 3.60 2.63
Sharpe Ratio NA 0.26 1.32 0.72 0.76 NA NA -0.93 0.29 1.71 2.72 -1.23 3.14 0.22 2.65 -0.50 1.83 5.30 -1.12 0.21 3.34 4.93 0.70 4.58 10.46 -4.59 -0.62 1.55 1.53 2.73 4.35
Standard Deviation(%) NA 2.22 2.64 2.71 3.52 NA NA 2.16 2.62 2.56 3.06 3.27 1.27 8.72 2.02 1.69 1.31 2.02 1.72 1.72 1.36 1.65 2.99 1.92 4.40 6.81 2.33 1.82 1.41 0.96 1.05
Draw Down(%) NA 1.63 2.86 6.35 18.74 NA NA 1.63 2.86 0.69 1.74 6.35 0.55 18.74 0.79 3.78 0.91 2.08 5.03 2.31 0.95 1.15 5.05 2.82 2.85 31.85 3.28 0.29 0.39 0.20 0.10
Yield(%) 0.00 6.05 7.52 6.08 5.06 4.51 4.31 1.97 7.05 8.01 8.58 4.43 3.07 3.40 4.85 4.05 3.61 4.16 3.86 3.44 3.74 4.35 3.83 3.86 6.27 5.28 6.54 6.24 4.52 2.96 1.81
Data as of 06/03/2026, Common starting date is 06/27/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EVBLX (EATON VANCE FLOATING-RATE FUND EATON VANCE FLOATING-RATE FUND CLASS A) -9.06%
Dec 2005 – Dec 2008
-4.05%
Dec 2003 – Dec 2008
2.49%
Mar 2010 – Mar 2020
2.82%
Mar 2005 – Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EVBLX (EATON VANCE FLOATING-RATE FUND EATON VANCE FLOATING-RATE FUND CLASS A) 17.56%
Dec 2008 – Dec 2011
12.93%
Dec 2008 – Dec 2013
7.59%
Dec 2008 – Dec 2018
6.50%
Dec 2008 – Dec 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return