Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XEFRX (Eaton Vance Senior Floating Rate Trust) | 0.18% | 2.76% | 7.56% | 4.86% | 4.82% | 3.54% | 1.66% | … | … |
Data as of 06/03/2026, Common starting date is 01/06/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XEFRX (Eaton Vance Senior Floating Rate Trust) | 01/06/2004 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 2.76 | 7.56 | 4.86 | 4.82 | 3.54 | 1.66 | … | … | 0.18 | 3.46 | 9.43 | 15.79 | -6.23 | 6.85 | 1.62 | 10.59 | 0.03 | 3.16 | 10.30 | -9.16 | 1.04 | 7.59 | 6.84 | -2.71 | 8.86 | 77.72 | -54.43 | -8.64 | 0.21 | -1.53 | -0.42 |
| Sharpe Ratio | NA | -0.28 | 1.85 | 0.73 | 0.56 | NA | NA | … | … | -1.42 | 0.21 | 4.48 | 3.87 | -1.57 | 5.26 | 0.09 | 3.40 | -0.69 | 1.63 | 3.38 | -3.41 | 0.51 | 6.70 | 2.88 | -0.60 | 2.76 | 10.74 | -4.66 | -3.46 | -1.33 | -1.83 | -0.74 |
| Standard Deviation(%) | NA | 1.80 | 2.33 | 3.07 | 5.58 | NA | NA | … | … | 2.47 | 2.73 | 1.29 | 3.17 | 4.89 | 1.30 | 15.67 | 2.68 | 1.95 | 1.55 | 2.99 | 2.69 | 2.03 | 1.13 | 2.37 | 4.60 | 3.18 | 7.23 | 11.86 | 3.42 | 2.41 | 2.07 | 1.90 |
| Draw Down(%) | NA | 3.13 | 4.87 | 10.91 | 31.50 | NA | NA | … | … | 3.13 | 4.87 | 0.93 | 2.73 | 10.91 | 0.69 | 31.50 | 1.11 | 5.64 | 0.92 | 3.75 | 11.77 | 3.54 | 1.66 | 2.46 | 9.85 | 5.32 | 5.37 | 55.30 | 9.56 | 1.79 | 2.77 | 2.50 |
| Yield(%) | 0.00 | 7.62 | 9.16 | 7.64 | 6.14 | 4.67 | 2.89 | … | … | 2.93 | 8.23 | 9.62 | 9.67 | 7.42 | 5.88 | 5.09 | 7.00 | 6.19 | 2.34 | 0.00 | 0.00 | 5.85 | 6.78 | 0.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/06/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEFRX (Eaton Vance Senior Floating Rate Trust) |
-25.28%
Dec 2005 – Dec 2008 |
-14.08%
Mar 2004 – Mar 2009 |
-2.24%
Feb 2006 – Feb 2016 |
-1.38%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEFRX (Eaton Vance Senior Floating Rate Trust) |
23.47%
Dec 2008 – Dec 2011 |
16.69%
Dec 2008 – Dec 2013 |
8.50%
Dec 2008 – Dec 2018 |
7.47%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart