Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND ADVISERS CLASS) | -0.18% | 2.55% | 7.26% | 5.01% | 4.96% | 4.61% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/28/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND ADVISERS CLASS) | 03/28/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 2.55 | 7.26 | 5.01 | 4.96 | 4.61 | NA | … | … | -0.18 | 4.28 | 8.63 | 14.26 | -3.22 | 5.17 | 1.75 | 8.63 | 0.11 | 4.79 | 12.67 | -1.84 | 0.70 | 5.63 | 10.54 | 3.06 | 12.28 | 65.46 | -32.56 |
| Sharpe Ratio | NA | 0.32 | 1.53 | 0.83 | 0.76 | NA | NA | … | … | -0.90 | 0.49 | 1.89 | 3.08 | -1.17 | 3.74 | 0.13 | 3.00 | -0.68 | 2.86 | 5.30 | -0.94 | 0.33 | 3.75 | 5.48 | 0.80 | 5.23 | 11.70 | -4.61 |
| Standard Deviation(%) | NA | 2.54 | 2.90 | 3.09 | 4.48 | NA | NA | … | … | 2.72 | 2.84 | 2.65 | 3.47 | 4.00 | 1.37 | 11.75 | 2.38 | 1.88 | 1.45 | 2.35 | 2.00 | 2.07 | 1.49 | 1.93 | 3.77 | 2.33 | 5.59 | 8.90 |
| Draw Down(%) | NA | 2.33 | 3.45 | 7.75 | 24.24 | NA | NA | … | … | 2.33 | 3.45 | 0.80 | 2.12 | 7.75 | 0.57 | 24.24 | 0.94 | 4.69 | 0.37 | 2.43 | 5.70 | 2.87 | 1.13 | 1.43 | 6.59 | 3.39 | 3.50 | 38.23 |
| Yield(%) | 0.00 | 6.53 | 8.20 | 6.69 | 5.71 | 5.21 | 5.11 | … | … | 2.17 | 7.56 | 8.63 | 9.46 | 5.18 | 3.84 | 4.17 | 5.50 | 4.63 | 4.25 | 5.14 | 4.71 | 4.38 | 4.62 | 5.41 | 4.88 | 4.98 | 7.13 | 4.31 |
Data as of 06/05/2026, Common starting date is 03/28/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND ADVISERS CLASS) |
-1.82%
Mar 2017 – Mar 2020 |
0.75%
Mar 2015 – Mar 2020 |
3.15%
Mar 2010 – Mar 2020 |
4.57%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND ADVISERS CLASS) |
24.17%
Dec 2008 – Dec 2011 |
17.46%
Dec 2008 – Dec 2013 |
10.08%
Dec 2008 – Dec 2018 |
8.41%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart