Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XEVGX (Eaton Vance Short Duration Diversified Income) | 1.89% | 8.61% | 10.53% | 4.96% | 3.77% | 2.08% | 1.57% | … | … |
Data as of 06/03/2026, Common starting date is 04/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XEVGX (Eaton Vance Short Duration Diversified Income) | 04/01/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 8.61 | 10.53 | 4.96 | 3.77 | 2.08 | 1.57 | … | … | 1.89 | 10.48 | 9.46 | 13.24 | -8.61 | 2.64 | 0.50 | 8.21 | -1.70 | 3.81 | 0.07 | -6.66 | 2.52 | 0.74 | 1.94 | -3.52 | 2.25 | 25.87 | -23.36 | 0.05 | -0.81 | -2.37 |
| Sharpe Ratio | NA | 2.75 | 2.64 | 0.69 | 0.50 | NA | NA | … | … | 0.72 | 2.98 | 2.42 | 2.67 | -1.76 | 1.41 | 0.02 | 3.08 | -1.94 | 1.50 | -0.05 | -2.63 | 1.39 | 0.32 | 0.88 | -1.29 | 0.83 | 7.19 | -4.61 | -1.04 | -1.53 | -2.37 |
| Standard Deviation(%) | NA | 2.16 | 2.83 | 3.58 | 4.36 | NA | NA | … | … | 2.72 | 2.56 | 2.41 | 3.61 | 5.72 | 1.85 | 10.33 | 2.19 | 1.59 | 2.12 | 3.22 | 2.54 | 1.80 | 2.24 | 2.15 | 2.76 | 2.61 | 3.59 | 5.26 | 2.99 | 2.77 | 2.33 |
| Draw Down(%) | NA | 1.76 | 3.08 | 13.45 | 23.18 | NA | NA | … | … | 1.76 | 3.08 | 1.16 | 2.77 | 13.43 | 1.83 | 23.18 | 1.82 | 2.61 | 0.91 | 2.73 | 8.09 | 2.00 | 3.98 | 2.17 | 5.15 | 2.39 | 2.08 | 24.18 | 3.63 | 3.21 | 2.53 |
| Yield(%) | 0.00 | 8.00 | 8.60 | 7.47 | 5.46 | 3.83 | 2.88 | … | … | 3.27 | 7.97 | 8.58 | 8.87 | 9.66 | 7.96 | 5.63 | 5.98 | 4.48 | 2.20 | 0.00 | 0.56 | 6.41 | 6.06 | 0.51 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEVGX (Eaton Vance Short Duration Diversified Income) |
-8.72%
Dec 2005 – Dec 2008 |
-2.95%
Mar 2015 – Mar 2020 |
-1.30%
Apr 2010 – Apr 2020 |
-0.67%
May 2005 – May 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEVGX (Eaton Vance Short Duration Diversified Income) |
11.94%
Oct 2022 – Oct 2025 |
7.12%
Mar 2020 – Mar 2025 |
3.98%
Feb 2016 – Feb 2026 |
2.46%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart