Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVFHX (EATON VANCE FLOATING-RATE & HIGH INCOME FUND EATON VANCE FLOATING-RATE & HIGH INCOME FUND CLASS A) | 0.65% | 3.39% | 6.62% | 4.50% | 4.40% | 4.11% | 4.13% | … | … |
Data as of 06/08/2026, Common starting date is 06/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVFHX (EATON VANCE FLOATING-RATE & HIGH INCOME FUND EATON VANCE FLOATING-RATE & HIGH INCOME FUND CLASS A) | 06/27/2003 | 06/08/2026 |
| 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 (%) | -0.12 | 3.39 | 6.62 | 4.50 | 4.40 | 4.11 | 4.13 | … | … | 0.65 | 4.27 | 7.83 | 11.85 | -3.33 | 4.41 | 2.52 | 7.96 | -0.11 | 3.31 | 11.35 | -1.81 | 0.73 | 5.02 | 9.23 | 2.46 | 9.89 | 48.11 | -31.03 | 1.58 | 7.02 | 4.34 | 4.03 | 2.69 |
| Sharpe Ratio | NA | 0.33 | 1.31 | 0.70 | 0.75 | NA | NA | … | … | -0.39 | 0.54 | 1.66 | 2.60 | -1.31 | 2.96 | 0.25 | 3.04 | -0.82 | 1.85 | 4.87 | -0.91 | 0.39 | 3.34 | 4.98 | 0.75 | 4.55 | 10.38 | -4.59 | -0.63 | 1.91 | 1.37 | 2.58 | 4.13 |
| Standard Deviation(%) | NA | 2.29 | 2.64 | 2.85 | 3.70 | NA | NA | … | … | 2.51 | 2.57 | 2.54 | 3.18 | 3.64 | 1.48 | 9.09 | 2.14 | 1.83 | 1.44 | 2.29 | 2.02 | 1.84 | 1.49 | 1.86 | 3.24 | 2.15 | 4.63 | 6.94 | 2.49 | 1.90 | 1.52 | 1.18 | 1.13 |
| Draw Down(%) | NA | 1.68 | 2.81 | 7.01 | 19.43 | NA | NA | … | … | 1.68 | 2.81 | 0.68 | 1.95 | 7.01 | 0.75 | 19.43 | 0.65 | 4.14 | 0.78 | 2.14 | 5.22 | 2.74 | 1.53 | 1.41 | 5.23 | 2.95 | 3.25 | 32.77 | 3.33 | 0.39 | 0.69 | 0.68 | 0.40 |
| Yield(%) | 0.00 | 6.50 | 7.38 | 5.96 | 5.10 | 4.67 | 4.51 | … | … | 2.49 | 6.93 | 7.73 | 7.86 | 4.42 | 3.25 | 3.58 | 4.95 | 4.22 | 3.86 | 4.41 | 4.09 | 3.66 | 4.08 | 4.79 | 4.37 | 4.60 | 7.23 | 5.59 | 6.63 | 6.42 | 4.91 | 3.09 | 1.09 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| EVFHX (EATON VANCE FLOATING-RATE & HIGH INCOME FUND EATON VANCE FLOATING-RATE & HIGH INCOME FUND CLASS A) |
-9.15%
Dec 2005 – Dec 2008 |
-4.03%
Dec 2003 – Dec 2008 |
2.79%
Sep 2012 – Sep 2022 |
3.15%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVFHX (EATON VANCE FLOATING-RATE & HIGH INCOME FUND EATON VANCE FLOATING-RATE & HIGH INCOME FUND CLASS A) |
18.59%
Dec 2008 – Dec 2011 |
13.85%
Dec 2008 – Dec 2013 |
8.08%
Dec 2008 – Dec 2018 |
6.89%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart