Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVHIX (EATON VANCE HIGH INCOME OPPORTUNITIES FUND EATON VANCE HIGH INCOME OPPORTUNITIES FUND CLASS B) | NA | 5.29% | 3.90% | 4.25% | 6.77% | 5.58% | 5.03% | … | … |
Data as of 10/15/2019, Common starting date is 10/14/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVHIX (EATON VANCE HIGH INCOME OPPORTUNITIES FUND EATON VANCE HIGH INCOME OPPORTUNITIES FUND CLASS B) | 10/14/1986 | 10/15/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 5.29 | 3.90 | 4.25 | 6.77 | 5.58 | 5.03 | … | … | 9.78 | -4.03 | 5.26 | 11.99 | -1.90 | 2.66 | 7.50 | 14.54 | 3.33 | 14.44 | 63.35 | -37.16 | 0.81 | 11.09 | 3.30 | 10.90 | 30.67 | -2.07 | -2.34 | -13.76 | 10.16 | 1.79 | 15.37 | 13.80 | 13.91 | -1.83 | 16.93 | 17.82 | 38.34 | -18.45 | 1.12 | 16.34 | 2.02 | 4.38 |
| Sharpe Ratio | NA | 0.95 | 0.82 | 0.87 | 1.55 | NA | NA | … | … | 3.08 | -1.43 | 1.66 | 2.40 | -0.43 | 0.68 | 2.12 | 4.16 | 0.60 | 3.20 | 7.82 | -3.43 | -0.52 | 2.69 | 0.34 | 2.80 | 6.34 | -0.61 | -0.76 | -3.02 | 2.03 | -0.30 | 3.58 | 2.95 | 2.97 | -1.32 | 4.64 | 4.17 | 6.28 | -3.08 | -1.12 | 3.25 | -0.40 | 3.73 |
| Standard Deviation(%) | NA | 3.96 | 3.44 | 4.11 | 4.14 | NA | NA | … | … | 3.59 | 3.75 | 2.81 | 4.89 | 4.53 | 3.87 | 3.52 | 3.51 | 5.53 | 4.49 | 8.09 | 11.08 | 4.23 | 2.91 | 3.33 | 3.55 | 4.73 | 5.19 | 6.20 | 5.89 | 3.42 | 5.07 | 3.29 | 3.46 | 3.38 | 3.62 | 3.19 | 3.67 | 5.48 | 7.66 | 4.11 | 3.57 | 5.05 | 4.93 |
| Draw Down(%) | NA | 5.17 | 6.24 | 8.97 | 9.52 | NA | NA | … | … | 1.36 | 6.24 | 2.19 | 3.35 | 7.35 | 5.39 | 4.85 | 2.42 | 9.52 | 5.12 | 7.33 | 41.66 | 5.79 | 1.69 | 4.86 | 4.50 | 3.68 | 11.39 | 16.06 | 19.77 | 3.06 | 12.03 | 3.13 | 1.90 | 1.06 | 6.66 | 1.05 | 2.00 | 1.49 | 18.94 | 3.93 | 0.64 | 7.37 | 1.56 |
| Yield(%) | 0.00 | 4.67 | 4.54 | 4.70 | 6.21 | 5.69 | 4.95 | … | … | 3.68 | 4.50 | 4.52 | 5.11 | 5.12 | 5.05 | 5.75 | 6.35 | 6.70 | 7.56 | 13.98 | 7.71 | 7.14 | 7.38 | 7.07 | 7.88 | 9.98 | 9.08 | 10.90 | 10.60 | 8.77 | 8.40 | 8.61 | 9.32 | 9.91 | 9.27 | 10.98 | 12.09 | 16.81 | 13.45 | 12.20 | 12.49 | 11.78 | 3.64 |
Data as of 10/15/2019, Common starting date is 10/14/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVHIX (EATON VANCE HIGH INCOME OPPORTUNITIES FUND EATON VANCE HIGH INCOME OPPORTUNITIES FUND CLASS B) |
-11.05%
Dec 2005 – Dec 2008 |
-4.22%
Dec 2003 – Dec 2008 |
-0.45%
Mar 1999 – Mar 2009 |
2.41%
Dec 1993 – Dec 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVHIX (EATON VANCE HIGH INCOME OPPORTUNITIES FUND EATON VANCE HIGH INCOME OPPORTUNITIES FUND CLASS B) |
25.27%
Jan 1991 – Jan 1994 |
18.92%
Dec 2008 – Dec 2013 |
11.36%
Jan 1991 – Jan 2001 |
9.65%
Jan 1991 – Jan 2006 |
Annualized Rolling Returns Comparison Chart