Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XEFFX (Eaton Vance Floating-Rate Income Plus Fund) | NA | 11.72% | 2.49% | 3.92% | NA | NA | NA | … | … |
Data as of 06/25/2021, Common starting date is 07/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XEFFX (Eaton Vance Floating-Rate Income Plus Fund) | 07/01/2013 | 06/25/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 11.72 | 2.49 | 3.92 | NA | NA | NA | … | … | 0.12 | 0.70 | -2.09 | 0.91 | 2.56 | 12.86 | -12.47 | -0.48 | 4.81 |
| Sharpe Ratio | NA | 3.55 | 0.10 | 0.36 | NA | NA | NA | … | … | 0.13 | 0.03 | -0.92 | -0.04 | 0.96 | 4.02 | -3.88 | -0.18 | 5.74 |
| Standard Deviation(%) | NA | 2.59 | 9.29 | 7.33 | NA | NA | NA | … | … | 1.76 | 15.65 | 3.81 | 10.99 | 2.00 | 3.13 | 3.22 | 2.74 | 1.70 |
| Draw Down(%) | NA | 1.56 | 30.82 | 30.82 | NA | NA | NA | … | … | 1.56 | 30.82 | 8.21 | 10.95 | 1.38 | 3.92 | 15.02 | 6.00 | 1.21 |
| Yield(%) | 0.00 | 4.39 | 4.68 | 4.02 | 2.74 | 1.83 | 1.37 | … | … | 1.85 | 4.70 | 6.03 | 4.64 | 2.14 | 0.00 | 0.00 | 6.77 | 3.13 |
Data as of 06/25/2021, Common starting date is 07/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEFFX (Eaton Vance Floating-Rate Income Plus Fund) |
-4.69%
Mar 2017 – Mar 2020 |
-3.28%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEFFX (Eaton Vance Floating-Rate Income Plus Fund) |
7.04%
Feb 2016 – Feb 2019 |
5.50%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart