Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XEXDX (Eaton Vance Tax-Advantage Bond and Option Strat Fd) | NA | -6.13% | 7.22% | 1.54% | -2.89% | NA | NA | … | … |
Data as of 04/14/2023, Common starting date is 07/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XEXDX (Eaton Vance Tax-Advantage Bond and Option Strat Fd) | 07/07/2010 | 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 (%) | 0.53 | -6.13 | 7.22 | 1.54 | -2.89 | NA | NA | … | … | 5.40 | -24.96 | -9.99 | 0.12 | 4.90 | -11.57 | -9.55 | -10.89 | 0.85 | 1.88 | -9.54 | 1.64 | 2.96 | -6.53 |
| Sharpe Ratio | NA | -0.85 | -0.31 | -0.33 | -0.46 | NA | NA | … | … | 1.26 | -1.21 | -0.53 | 0.00 | 0.34 | -1.33 | -1.56 | -1.52 | 0.11 | 0.38 | -1.39 | 0.23 | 0.26 | -1.35 |
| Standard Deviation(%) | NA | 19.90 | 20.11 | 20.59 | 15.38 | NA | NA | … | … | 11.98 | 21.88 | 28.17 | 29.31 | 10.10 | 9.69 | 6.56 | 7.27 | 7.47 | 4.86 | 6.86 | 6.94 | 11.16 | 9.54 |
| Draw Down(%) | NA | 21.24 | 40.34 | 40.34 | 52.99 | NA | NA | … | … | 5.45 | 27.71 | 20.24 | 29.73 | 6.96 | 13.70 | 12.42 | 12.85 | 6.92 | 5.53 | 11.11 | 4.48 | 8.94 | 10.20 |
| Yield(%) | 0.00 | 7.63 | 5.83 | 3.28 | 2.31 | 1.72 | 1.29 | … | … | 2.35 | 6.99 | 4.84 | 0.21 | 0.59 | 0.84 | 0.76 | 0.00 | 0.00 | 9.08 | 7.02 | 2.31 | 0.00 | 0.00 |
Data as of 04/14/2023, Common starting date is 07/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEXDX (Eaton Vance Tax-Advantage Bond and Option Strat Fd) |
-11.15%
Mar 2017 – Mar 2020 |
-9.47%
Mar 2015 – Mar 2020 |
-4.44%
Aug 2010 – Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEXDX (Eaton Vance Tax-Advantage Bond and Option Strat Fd) |
8.78%
Mar 2020 – Mar 2023 |
1.52%
Mar 2018 – Mar 2023 |
-1.55%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart