Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVV (Eaton Vance Limited Duration IF) | -2.99% | 0.84% | 10.20% | 3.05% | 5.46% | 4.98% | 5.93% | … | … |
Data as of 06/04/2026, Common starting date is 06/11/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVV (Eaton Vance Limited Duration IF) | 06/11/2003 | 06/04/2026 |
| 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 (%) | -1.28 | 0.84 | 10.20 | 3.05 | 5.46 | 4.98 | 5.93 | … | … | -2.99 | 10.73 | 12.21 | 13.46 | -19.94 | 14.66 | 4.71 | 18.89 | -5.58 | 6.81 | 17.47 | -1.15 | 0.10 | -0.83 | 17.36 | 2.27 | 17.53 | 68.80 | -26.61 | -8.88 | 21.36 | -6.97 | 11.17 | -3.73 |
| Sharpe Ratio | NA | 0.00 | 0.73 | 0.07 | 0.25 | NA | NA | … | … | -0.61 | 0.72 | 0.84 | 0.76 | -1.19 | 2.12 | 0.12 | 2.66 | -0.98 | 0.78 | 1.57 | -0.12 | 0.01 | -0.07 | 1.45 | 0.15 | 1.14 | 3.13 | -0.59 | -0.76 | 2.42 | -0.88 | 1.00 | -0.63 |
| Standard Deviation(%) | NA | 9.02 | 10.82 | 12.59 | 15.83 | NA | NA | … | … | 10.92 | 10.86 | 10.22 | 13.09 | 18.00 | 6.91 | 38.26 | 6.54 | 7.10 | 7.87 | 10.97 | 10.01 | 7.78 | 13.11 | 12.00 | 14.68 | 15.34 | 21.93 | 46.23 | 15.85 | 7.44 | 10.52 | 10.18 | 11.49 |
| Draw Down(%) | NA | 8.69 | 9.53 | 25.91 | 40.40 | NA | NA | … | … | 8.65 | 9.53 | 5.59 | 12.00 | 25.68 | 2.20 | 40.40 | 2.26 | 10.81 | 4.13 | 6.84 | 12.37 | 10.17 | 16.29 | 9.03 | 14.10 | 9.86 | 21.41 | 45.82 | 21.27 | 3.50 | 12.00 | 9.79 | 10.00 |
| Yield(%) | 0.00 | 8.72 | 9.96 | 7.83 | 7.71 | 6.63 | 6.76 | … | … | 3.63 | 8.83 | 9.92 | 10.53 | 9.12 | 9.71 | 9.05 | 7.18 | 7.23 | 7.25 | 9.27 | 8.69 | 8.03 | 7.29 | 7.42 | 7.33 | 9.31 | 13.73 | 8.67 | 8.41 | 9.25 | 8.09 | 8.75 | 4.69 |
Data as of 06/04/2026, Common starting date is 06/11/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVV (Eaton Vance Limited Duration IF) |
-10.22%
Nov 2005 – Nov 2008 |
-5.48%
Nov 2003 – Nov 2008 |
2.30%
Sep 2012 – Sep 2022 |
4.94%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVV (Eaton Vance Limited Duration IF) |
30.43%
Nov 2008 – Nov 2011 |
20.82%
Nov 2008 – Nov 2013 |
12.12%
Nov 2008 – Nov 2018 |
9.41%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart