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
EVGBC (Eaton Vance Global Income Builder NextShares) NA -90.16% -53.68% -27.24% NA NA NA
Data as of 12/23/2022, Common starting date is 04/07/2016
More Performance Analytics Comparison
Name Start Date End Date
EVGBC (Eaton Vance Global Income Builder NextShares) 04/07/2016 12/23/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) -90.22 -90.16 -53.68 -27.24 NA NA NA -90.16 0.03 -0.12 0.04 100.08 -0.07 -0.01
Sharpe Ratio NA -0.39 -0.40 -0.26 NA NA NA -0.39 0.68 -1.85 -239.04 1.13 -113.57 -583.26
Standard Deviation(%) NA 232.86 134.44 108.76 NA NA NA 235.21 0.04 0.19 0.10 69.45 0.17 0.07
Draw Down(%) NA 90.26 90.26 90.26 NA NA NA 90.26 0.00 0.18 0.03 0.08 0.13 0.04
Yield(%) 0.00 0.37 0.48 1.42 0.88 0.58 0.44 0.37 0.70 0.36 0.58 3.10 1.26 0.40
Data as of 12/23/2022, Common starting date is 04/07/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EVGBC (Eaton Vance Global Income Builder NextShares) 0.48%
Mar 2019 – Mar 2022
15.85%
Nov 2017 – Nov 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EVGBC (Eaton Vance Global Income Builder NextShares) 27.63%
Nov 2016 – Nov 2019
15.97%
Dec 2016 – Dec 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return