Performance Comparison
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
