Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXD (Eaton Vance Tax Advantaged Bond And Option Strategies Closed Fund) | NA | 0.44% | 17.05% | 11.23% | 4.51% | NA | NA | … | … |
Data as of 04/14/2023, Common starting date is 06/25/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXD (Eaton Vance Tax Advantaged Bond And Option Strategies Closed Fund) | 06/25/2010 | 04/14/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 0.44 | 17.05 | 11.23 | 4.51 | NA | NA | … | … | 8.90 | -11.17 | 36.09 | 6.23 | 30.26 | -9.60 | 0.29 | -0.84 | 8.55 | -1.08 | -10.36 | 16.43 | 9.42 | -12.47 |
| Sharpe Ratio | NA | -0.10 | 0.81 | 0.43 | 0.21 | NA | NA | … | … | 1.83 | -0.48 | 2.73 | 0.16 | 2.59 | -0.66 | -0.04 | -0.10 | 0.76 | -0.13 | -0.71 | 1.52 | 0.80 | -1.47 |
| Standard Deviation(%) | NA | 24.02 | 19.93 | 23.14 | 18.41 | NA | NA | … | … | 16.40 | 26.23 | 13.20 | 38.07 | 11.14 | 16.62 | 9.85 | 10.80 | 11.28 | 8.43 | 14.63 | 10.83 | 11.75 | 15.42 |
| Draw Down(%) | NA | 18.62 | 21.18 | 41.10 | 41.10 | NA | NA | … | … | 4.39 | 21.18 | 7.32 | 41.10 | 7.97 | 16.72 | 11.49 | 6.88 | 8.49 | 8.48 | 19.17 | 4.36 | 10.05 | 16.30 |
| Yield(%) | 0.00 | 7.39 | 9.68 | 8.32 | 5.97 | 5.04 | 3.78 | … | … | 2.28 | 6.79 | 8.57 | 8.30 | 8.99 | 7.40 | 10.20 | 9.27 | 9.05 | 9.86 | 9.45 | 10.16 | 10.09 | 4.25 |
Data as of 04/14/2023, Common starting date is 06/25/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXD (Eaton Vance Tax Advantaged Bond And Option Strategies Closed Fund) |
-3.97%
Oct 2015 – Oct 2018 |
-2.74%
Jan 2013 – Jan 2018 |
1.63%
Sep 2010 – Sep 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXD (Eaton Vance Tax Advantaged Bond And Option Strategies Closed Fund) |
23.49%
Dec 2018 – Dec 2021 |
12.31%
Feb 2018 – Feb 2023 |
6.78%
Aug 2011 – Aug 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart