Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EVF (Eaton Vance Senior Income Closed Fund) | -2.48% | -1.13% | 12.85% | 10.47% | 6.89% | 6.26% | 5.68% | 5.00% |
Data as of 07/02/2025, AR inception is 10/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVF (Eaton Vance Senior Income Closed Fund) | 10/28/1998 | 07/02/2025 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.42 | -1.13 | 12.85 | 10.47 | 6.89 | 6.26 | 5.68 | 5.00 | -2.48 | 7.32 | 34.53 | -14.91 | 11.47 | 6.15 | 14.33 | -2.40 | 3.08 | 23.76 | -0.64 | -4.61 | -2.37 | 22.69 | -3.00 | 21.84 | 99.60 | -47.71 | -7.36 | 15.73 | -5.37 | -0.79 | 25.75 | 6.00 | 1.49 | -1.42 | -0.66 | -5.63 |
| Sharpe Ratio | NA | -0.40 | 0.68 | 0.67 | 0.36 | NA | NA | 0.20 | -0.62 | 0.39 | 2.29 | -1.04 | 1.23 | 0.18 | 1.63 | -0.42 | 0.38 | 2.27 | -0.07 | -0.58 | -0.17 | 2.08 | -0.16 | 1.30 | 3.67 | -1.22 | -0.73 | 1.88 | -0.74 | -0.11 | 1.58 | 0.30 | -0.04 | -0.34 | -0.30 | -2.81 |
| Standard Deviation(%) | NA | 13.20 | 13.05 | 12.68 | 14.77 | NA | NA | 16.97 | 16.53 | 9.50 | 13.62 | 15.76 | 9.30 | 32.71 | 7.91 | 9.11 | 6.43 | 10.36 | 10.08 | 7.98 | 13.74 | 10.97 | 18.64 | 16.79 | 27.14 | 39.94 | 14.38 | 6.59 | 10.33 | 16.42 | 15.89 | 16.10 | 22.10 | 16.72 | 13.31 | 11.20 |
| Draw Down(%) | NA | 16.86 | 16.86 | 23.94 | 40.99 | NA | NA | 62.40 | 16.86 | 6.51 | 7.99 | 22.45 | 8.09 | 40.99 | 4.33 | 13.09 | 5.25 | 9.27 | 13.12 | 8.89 | 10.96 | 5.38 | 19.64 | 11.13 | 23.98 | 56.72 | 18.36 | 2.54 | 13.30 | 13.37 | 8.43 | 15.33 | 23.93 | 14.05 | 8.13 | 6.21 |
| Yield(%) | 0.00 | 9.15 | 11.30 | 9.86 | 7.40 | 6.79 | 5.80 | 4.87 | 4.31 | 9.80 | 12.60 | 7.38 | 5.72 | 6.12 | 7.03 | 5.78 | 5.43 | 7.02 | 7.14 | 5.27 | 6.04 | 6.73 | 5.95 | 7.01 | 10.30 | 6.97 | 7.61 | 8.13 | 5.93 | 4.70 | 6.36 | 6.95 | 8.01 | 9.74 | 0.00 | 0.00 |
Data as of 07/02/2025, AR inception is 10/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVF (Eaton Vance Senior Income Closed Fund) |
-17.54%
Dec 2005 - Dec 2008 |
-12.05%
Dec 2003 - Dec 2008 |
-3.54%
Dec 1998 - Dec 2008 |
2.74%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVF (Eaton Vance Senior Income Closed Fund) |
34.96%
Mar 2009 - Mar 2012 |
23.09%
Dec 2008 - Dec 2013 |
12.80%
Dec 2008 - Dec 2018 |
11.57%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart