EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A (EVIBX)

Basic Info 5.12 0(0.0%)

EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A started on 03/20/1980
EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A is classified as asset class High Yield Bond
EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A expense ratio is 0.66%
EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A rating is
(50%)

EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A (EVIBX) Dividend Info

EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A (EVIBX) dividend growth in the last 12 months is 7.09%

The trailing 12-month yield of EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A is 5.91%. its dividend history:

DateDividend
04/30/2024 0.0253
03/28/2024 0.0253
02/29/2024 0.0244
01/31/2024 0.0236
12/29/2023 0.0252
11/30/2023 0.0246
10/31/2023 0.0247
09/29/2023 0.0251
08/31/2023 0.0242
07/31/2023 0.0235
06/30/2023 0.0244
05/31/2023 0.0241
04/28/2023 0.0222
03/31/2023 0.0234
02/28/2023 0.0211
01/31/2023 0.0234
12/30/2022 0.0234
11/30/2022 0.0226
10/31/2022 0.0234
09/30/2022 0.0226
08/31/2022 0.0234
07/29/2022 0.0234
06/30/2022 0.0226
05/31/2022 0.0234
04/29/2022 0.0226
03/31/2022 0.0234
02/28/2022 0.0211
01/31/2022 0.0234
12/31/2021 0.0234
11/30/2021 0.0226
10/29/2021 0.0234
09/30/2021 0.0226
08/31/2021 0.0234
07/30/2021 0.0234
06/30/2021 0.0226
05/28/2021 0.0234
04/30/2021 0.0226
03/31/2021 0.0234
02/26/2021 0.0244
01/29/2021 0.027
12/31/2020 0.027
11/30/2020 0.0261
10/30/2020 0.0261
09/30/2020 0.0261
08/31/2020 0.027
07/31/2020 0.0287
06/30/2020 0.0261
05/29/2020 0.027
04/30/2020 0.026
03/31/2020 0.027
02/28/2020 0.025
01/31/2020 0.027
12/31/2019 0.027
11/29/2019 0.0261
10/31/2019 0.027
09/30/2019 0.0261
08/30/2019 0.027
07/31/2019 0.027
06/28/2019 0.0261
05/31/2019 0.027
04/30/2019 0.0261
03/29/2019 0.027
02/28/2019 0.0244
01/31/2019 0.027
12/31/2018 0.027
11/30/2018 0.0261
10/31/2018 0.027
09/28/2018 0.0261
08/31/2018 0.027
07/31/2018 0.027
06/29/2018 0.0261
05/31/2018 0.027
04/30/2018 0.026
03/29/2018 0.027
02/28/2018 0.024
01/31/2018 0.027
12/29/2017 0.027
11/30/2017 0.026
10/31/2017 0.027
09/29/2017 0.026
08/31/2017 0.027
07/31/2017 0.027
06/30/2017 0.0261
05/31/2017 0.027
04/28/2017 0.0261
03/31/2017 0.027
02/28/2017 0.024
01/31/2017 0.028
12/30/2016 0.028
11/30/2016 0.027
10/31/2016 0.028
09/30/2016 0.027
08/31/2016 0.028
07/29/2016 0.029
06/30/2016 0.028
05/31/2016 0.029
04/29/2016 0.028
03/31/2016 0.029
02/29/2016 0.027
01/29/2016 0.029
12/31/2015 0.029
11/30/2015 0.028
10/30/2015 0.03
09/30/2015 0.029
08/31/2015 0.03
07/31/2015 0.03
06/30/2015 0.029
05/29/2015 0.03
04/30/2015 0.029
03/31/2015 0.03
02/27/2015 0.027
01/30/2015 0.03
12/31/2014 0.03
11/28/2014 0.029
10/31/2014 0.03
09/30/2014 0.029
08/29/2014 0.03
07/31/2014 0.03
06/30/2014 0.029
05/30/2014 0.03
04/30/2014 0.029
03/31/2014 0.03
02/28/2014 0.027
01/31/2014 0.031
12/31/2013 0.031
11/29/2013 0.03
10/31/2013 0.031
09/30/2013 0.03
08/30/2013 0.031
07/31/2013 0.031
06/28/2013 0.03
05/31/2013 0.031
04/30/2013 0.03
03/28/2013 0.031
02/28/2013 0.028
01/31/2013 0.031
12/31/2012 0.031
11/30/2012 0.03
10/31/2012 0.033
09/28/2012 0.032
08/31/2012 0.033
07/31/2012 0.033
06/29/2012 0.033
05/31/2012 0.034
04/30/2012 0.034
03/30/2012 0.036
02/29/2012 0.033
01/31/2012 0.036
12/30/2011 0.036
11/30/2011 0.036
10/31/2011 0.037
09/30/2011 0.036
08/31/2011 0.037
07/29/2011 0.038
06/30/2011 0.037
05/31/2011 0.038
04/29/2011 0.037
03/31/2011 0.038
02/28/2011 0.035
01/31/2011 0.039
12/31/2010 0.039
11/30/2010 0.04
10/29/2010 0.042
09/30/2010 0.04
08/31/2010 0.042
07/30/2010 0.042
06/30/2010 0.04
05/28/2010 0.042
03/31/2010 0.042
02/26/2010 0.038
01/29/2010 0.042
12/31/2009 0.042
11/30/2009 0.041
10/30/2009 0.043
09/30/2009 0.042
08/31/2009 0.043
07/31/2009 0.043
06/30/2009 0.042
05/29/2009 0.043
04/30/2009 0.042
03/31/2009 0.043
02/27/2009 0.039
01/30/2009 0.043
12/31/2008 0.043
11/28/2008 0.042
10/31/2008 0.043
09/30/2008 0.042
08/29/2008 0.043
07/31/2008 0.043
06/30/2008 0.041
05/30/2008 0.042
04/30/2008 0.041
03/31/2008 0.042
02/29/2008 0.039
01/31/2008 0.042
12/31/2007 0.046
11/30/2007 0.041
10/31/2007 0.042
09/28/2007 0.041
08/31/2007 0.042
07/31/2007 0.041
06/29/2007 0.039
05/31/2007 0.041
04/30/2007 0.039
03/30/2007 0.041
02/28/2007 0.037
01/31/2007 0.041
12/29/2006 0.041
11/30/2006 0.039
10/31/2006 0.041
09/29/2006 0.039
08/31/2006 0.041
07/31/2006 0.041
06/30/2006 0.039
05/31/2006 0.041
04/28/2006 0.039
03/31/2006 0.041
02/28/2006 0.037
01/31/2006 0.041
12/30/2005 0.041
11/30/2005 0.039
10/31/2005 0.041
09/30/2005 0.039
08/31/2005 0.041
07/29/2005 0.042
06/30/2005 0.04
05/31/2005 0.042
04/29/2005 0.04
03/31/2005 0.042
02/28/2005 0.038
01/31/2005 0.042
12/31/2004 0.042
11/30/2004 0.041
10/29/2004 0.043
09/30/2004 0.043
08/31/2004 0.044
07/30/2004 0.044
06/30/2004 0.044
05/28/2004 0.046
04/30/2004 0.044
03/31/2004 0.046
02/27/2004 0.043
01/22/2004 0.046
12/31/2003 0.046
11/28/2003 0.045
10/31/2003 0.046
09/30/2003 0.045
08/29/2003 0.046
07/31/2003 0.046
06/30/2003 0.045
05/30/2003 0.046
04/30/2003 0.045
03/31/2003 0.046
02/28/2003 0.042
01/31/2003 0.046
12/31/2002 0.047
11/29/2002 0.046
10/22/2002 0.043
09/30/2002 0.046
08/30/2002 0.048
07/31/2002 0.048
06/24/2002 0.048
05/31/2002 0.051
04/30/2002 0.05
03/28/2002 0.051
02/28/2002 0.046
01/31/2002 0.058
12/31/2001 0.058
11/30/2001 0.059
10/31/2001 0.061
09/28/2001 0.066
08/31/2001 0.068
07/31/2001 0.068
06/29/2001 0.066
05/31/2001 0.07
04/30/2001 0.068
03/30/2001 0.07
02/28/2001 0.064
01/31/2001 0.071
12/29/2000 0.109
11/30/2000 0.069
10/31/2000 0.071
09/29/2000 0.069
08/31/2000 0.071
07/31/2000 0.071
06/30/2000 0.068
05/31/2000 0.069
04/28/2000 0.067
03/31/2000 0.069
02/29/2000 0.065
01/31/2000 0.069
12/31/1999 0.07
11/30/1999 0.067
10/29/1999 0.07
09/30/1999 0.067
08/31/1999 0.07
07/30/1999 0.07
06/30/1999 0.066
05/28/1999 0.068
04/30/1999 0.066
03/31/1999 0.068
02/26/1999 0.062
01/29/1999 0.068
12/31/1998 0.068
11/30/1998 0.066
10/30/1998 0.068
09/30/1998 0.066
08/31/1998 0.068
07/31/1998 0.068
06/30/1998 0.066
05/29/1998 0.068
04/30/1998 0.064
03/31/1998 0.066
02/27/1998 0.059
01/30/1998 0.065
12/31/1997 0.065
11/28/1997 0.063
10/31/1997 0.065
09/30/1997 0.063
08/29/1997 0.065
07/31/1997 0.065
06/30/1997 0.063
05/30/1997 0.065
04/30/1997 0.063
03/31/1997 0.068
02/28/1997 0.061
01/31/1997 0.068
12/31/1996 0.067
11/29/1996 0.065
10/31/1996 0.067
09/30/1996 0.065
08/30/1996 0.067
07/31/1996 0.067
06/28/1996 0.066
05/31/1996 0.068
04/30/1996 0.066
03/29/1996 0.068
02/29/1996 0.064
01/31/1996 0.068
12/29/1995 0.071
11/30/1995 0.068
10/31/1995 0.071
09/29/1995 0.068
08/31/1995 0.071
07/31/1995 0.071
06/30/1995 0.068
05/31/1995 0.071
04/28/1995 0.067
03/31/1995 0.069
02/28/1995 0.062
01/31/1995 0.069
12/30/1994 0.069
11/30/1994 0.067
10/31/1994 0.071
09/30/1994 0.068
08/31/1994 0.071
07/29/1994 0.071
06/30/1994 0.068
05/31/1994 0.074
04/29/1994 0.072
03/31/1994 0.074
02/28/1994 0.067
01/31/1994 0.069
12/31/1993 0.079
11/30/1993 0.074
10/29/1993 0.076
09/30/1993 0.074
08/31/1993 0.076
07/30/1993 0.076
06/30/1993 0.074
05/28/1993 0.079
04/30/1993 0.076
03/31/1993 0.079
02/26/1993 0.071
01/29/1993 0.079
12/31/1992 0.079
11/30/1992 0.078
10/30/1992 0.081
09/30/1992 0.078
08/31/1992 0.081
07/31/1992 0.081
06/30/1992 0.078
05/29/1992 0.081
04/30/1992 0.078
03/31/1992 0.081
02/28/1992 0.078
01/31/1992 0.084
12/31/1991 0.086
11/29/1991 0.083
10/31/1991 0.088
09/30/1991 0.085
08/30/1991 0.088
07/31/1991 0.088
06/28/1991 0.085
05/31/1991 0.088
04/30/1991 0.085
03/28/1991 0.088
02/28/1991 0.095
01/31/1991 0.095
12/31/1990 0.095
11/30/1990 0.097
10/31/1990 0.097
09/17/1990 0.097
08/15/1990 0.097
07/16/1990 0.097
06/15/1990 0.097
05/15/1990 0.097
04/18/1990 0.097
03/15/1990 0.097
02/15/1990 0.097
01/15/1990 0.097
12/18/1989 0.097
11/15/1989 0.097
10/16/1989 0.097
09/15/1989 0.097
08/15/1989 0.097
07/17/1989 0.097
06/15/1989 0.097
05/08/1989 0.18
03/23/1989 0.26
12/23/1988 0.28
09/23/1988 0.26
06/23/1988 0.26
03/23/1988 0.26
12/23/1987 0.73
09/23/1987 0.26
06/23/1987 0.26
03/26/1987 0.26
12/23/1986 0.26
09/23/1986 0.26
06/23/1986 0.26
03/24/1986 0.26
12/23/1985 0.26
09/23/1985 0.25
06/24/1985 0.25
03/22/1985 0.25
12/24/1984 0.25
09/21/1984 0.24
06/22/1984 0.24
03/23/1984 0.24
12/23/1983 0.24
09/23/1983 0.24
06/24/1983 0.22
03/23/1983 0.22
12/23/1982 0.21
09/23/1982 0.21
06/23/1982 0.21
03/23/1982 0.21
12/23/1981 0.2
09/24/1981 0.2
06/18/1981 0.18
03/20/1981 0.18
12/19/1980 0.18
09/19/1980 0.17
06/20/1980 0.17
03/21/1980 0.17

Dividend Growth History for EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A (EVIBX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.2859 5.83% 3.85% -
2022 $0.2753 4.92% -2.45% 3.85%
2021 $0.2822 5.07% -11.56% 0.65%
2020 $0.3191 5.65% 0.41% -3.60%
2019 $0.3178 6.02% 0.16% -2.61%
2018 $0.3173 5.52% -0.28% -2.06%
2017 $0.3182 5.54% -5.58% -1.77%
2016 $0.337 6.26% -3.99% -2.32%
2015 $0.351 5.99% -0.85% -2.53%
2014 $0.354 5.84% -3.01% -2.35%
2013 $0.365 6.06% -8.29% -2.41%
2012 $0.398 7.01% -10.36% -2.96%
2011 $0.444 7.59% -1.11% -3.60%
2010 $0.449 8.09% -11.26% -3.41%
2009 $0.506 12.88% 0.60% -4.00%
2008 $0.503 8.11% 2.44% -3.70%
2007 $0.491 7.52% 2.29% -3.32%
2006 $0.48 7.58% -1.44% -3.00%
2005 $0.487 7.39% -7.41% -2.92%
2004 $0.526 8.16% -3.31% -3.16%
2003 $0.544 9.96% -6.53% -3.17%
2002 $0.582 9.56% -26.24% -3.33%
2001 $0.789 11.47% -9.00% -4.51%
2000 $0.867 10.43% 6.77% -4.71%
1999 $0.812 9.95% 2.53% -4.26%
1998 $0.792 9.10% 2.33% -3.99%
1997 $0.774 9.44% -3.01% -3.76%
1996 $0.798 10.03% -3.39% -3.73%
1995 $0.826 10.78% -1.78% -3.72%
1994 $0.841 9.78% -7.89% -3.65%
1993 $0.913 11.23% -4.70% -3.80%
1992 $0.958 12.41% -9.11% -3.83%
1991 $1.054 16.86% -9.29% -4.00%
1990 $1.162 13.40% 3.84% -4.16%
1989 $1.119 11.94% 5.57% -3.93%
1988 $1.06 11.61% -29.80% -3.67%
1987 $1.51 14.69% 45.19% -4.52%
1986 $1.04 10.56% 2.97% -3.43%
1985 $1.01 11.56% 4.12% -3.27%
1984 $0.97 11.32% 5.43% -3.08%
1983 $0.92 10.80% 9.52% -2.88%
1982 $0.84 11.16% 10.53% -2.59%
1981 $0.76 9.58% 10.14% -2.30%
1980 $0.69 9.69% - -2.03%

Dividend Growth Chart for EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A (EVIBX)

EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A (EVIBX) Historical Returns And Risk Info

From 06/21/1996 to 05/14/2024, the compound annualized total return (dividend reinvested) of EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A (EVIBX) is 6.37%. Its cumulative total return (dividend reinvested) is 458.734%.

From 06/21/1996 to 05/14/2024, the Maximum Drawdown of EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A (EVIBX) is 36.7%.

From 06/21/1996 to 05/14/2024, the Sharpe Ratio of EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A (EVIBX) is 1.13.

From 06/21/1996 to 05/14/2024, the Annualized Standard Deviation of EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A (EVIBX) is 5.3%.

From 06/21/1996 to 05/14/2024, the Beta of EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A (EVIBX) is 0.54.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
06/21/1996		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980
Annualized Return(%) 0.0 1.6 9.0 2.5 4.1 4.0 7.3 6.0 6.4 11.8 -8.2 5.6 4.9 13.3 -2.8 6.0 12.7 -2.0 2.5 7.3 13.5 4.7 14.1 57.3 -30.2 2.4 11.4 3.7 10.8 29.5 -0.4 -0.0 -7.6 12.2 2.9 16.3 13.7 15.3 -1.3 18.0 18.3 42.9 -15.5 4.2 15.2 3.4 14.9 25.0 14.7 11.4 25.8 5.6 21.0
Sharpe Ratio NA 0.2 1.21 0.04 0.36 0.52 NA NA 1.13 1.45 -1.27 1.78 0.41 3.76 -1.15 1.9 2.51 -0.47 0.68 2.14 4.02 0.87 3.46 7.91 -2.99 -0.16 2.84 0.45 2.63 5.9 -0.32 -0.35 -2.14 2.6 -0.09 3.61 2.79 3.23 -1.2 4.83 4.25 7.13 -3.2 -0.5 4.24 -0.11 2.25 6.31 1.9 1.09 2.61 -0.54 2.06
Draw Down(%) NA 1.9 3.5 12.7 21.1 21.1 NA NA 36.7 4.1 12.7 2.3 21.1 1.1 5.3 2.1 3.7 7.6 5.2 5.0 2.2 8.6 4.4 6.1 35.8 5.3 1.4 4.9 4.8 3.2 9.3 14.5 14.4 2.3 11.6 2.7 1.8 1.4 5.8 0.8 2.0 2.2 16.9 3.1 0.8 7.1 3.7 1.5 7.0 6.0 4.9 10.1 7.1
Standard Deviation(%) NA 3.4 4.3 5.6 6.8 5.6 NA NA 5.3 5.2 7.5 3.1 11.4 3.2 3.5 2.8 5.0 4.4 3.7 3.4 3.4 5.3 4.1 7.2 10.4 4.0 2.9 3.4 3.7 4.9 4.8 6.8 5.5 3.5 5.0 3.5 3.6 3.6 3.5 3.3 3.7 5.5 6.5 2.9 2.5 5.5 4.8 3.1 4.2 4.9 7.0 8.2 9.7
Treynor Ratio NA 0.01 0.06 0.0 0.03 0.03 NA NA 0.11 0.09 -0.1 0.05 0.04 0.15 -0.05 0.07 0.13 -0.02 0.03 0.09 0.15 0.05 0.19 0.56 -0.31 -0.01 0.09 0.02 0.11 0.31 -0.02 -0.03 -0.1 0.16 -0.01 0.25 0.16 0.18 -0.1 1.83 0.82 0.7 -0.24 -0.02 0.23 -0.01 0.18 1.33 3.09 0.27 -1.41 -1.33 7.5
Alpha NA 0.01 0.0 0.0 0.0 0.0 NA NA 0.02 0.0 0.0 0.01 0.0 0.0 0.0 0.0 0.01 0.0 -0.01 0.01 0.0 -0.01 0.02 0.05 -0.05 0.0 0.01 0.0 0.01 0.05 -0.01 -0.01 -0.03 0.05 0.02 0.05 0.05 0.03 0.01 0.06 0.06 0.1 0.0 0.04 0.04 0.05 0.04 0.07 0.03 0.02 0.06 -0.01 0.07
Beta NA 0.8 0.83 0.92 0.98 0.96 NA NA 0.54 0.87 0.95 1.05 1.04 0.8 0.85 0.81 0.93 1.02 0.96 0.84 0.91 0.93 0.74 1.02 1.01 0.86 0.91 0.96 0.92 0.93 0.79 0.71 1.12 0.58 0.86 0.51 0.63 0.62 0.43 0.09 0.19 0.56 0.87 0.66 0.46 0.94 0.58 0.15 0.03 0.2 -0.13 0.03 0.03
RSquare NA 0.75 0.83 0.86 0.9 0.88 NA NA 0.3 0.87 0.89 0.64 0.95 0.73 0.77 0.67 0.88 0.84 0.8 0.63 0.72 0.87 0.65 0.76 0.75 0.76 0.68 0.71 0.61 0.41 0.59 0.56 0.58 0.15 0.28 0.13 0.23 0.14 0.16 0.0 0.01 0.09 0.49 0.33 0.16 0.47 0.1 0.05 0.0 0.04 0.03 0.0 0.0
Yield(%) N/A 2.0 5.9 5.1 5.3 5.1 7.7 6.2 N/A 5.3 4.3 4.5 6.2 6.6 6.1 6.1 6.7 6.1 5.9 6.0 6.7 8.2 7.9 12.2 7.7 7.5 7.6 7.3 7.9 10.1 9.9 11.6 10.5 10.2 9.3 9.0 10.2 10.8 9.8 11.3 12.4 17.0 13.8 12.2 11.6 14.7 10.6 11.6 11.3 10.8 11.2 9.6 9.7
Dividend Growth(%) N/A -61.5 7.1 -10.9 -11.4 -31.6 N/A N/A N/A 8.3 -4.0 -28.6 0.0 0.0 0.0 -2.8 0.0 0.0 0.0 -5.3 -20.8 9.1 -8.3 0.0 -2.0 2.1 0.0 -5.9 -7.3 -8.3 -25.0 -8.0 4.8 2.5 9.5 -8.6 -2.4 -1.2 -8.7 -4.2 -9.4 -11.7 5.3 7.5 -29.8 45.2 3.0 4.1 5.4 9.5 10.5 10.1 N/A

Return Calculator for EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A (EVIBX)

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EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A (EVIBX) Historical Return Chart

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EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A (EVIBX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 06/21/1996 to 05/14/2024, the worst annualized return of 3-year rolling returns for EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A (EVIBX) is -8.06%.
From 06/21/1996 to 05/14/2024, the worst annualized return of 5-year rolling returns for EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A (EVIBX) is -0.21%.
From 06/21/1996 to 05/14/2024, the worst annualized return of 10-year rolling returns for EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A (EVIBX) is 1.92%.
From 06/21/1996 to 05/14/2024, the worst annualized return of 20-year rolling returns for EATON VANCE INCOME FUND OF BOSTON EATON VANCE INCOME FUND OF BOSTON CLASS A (EVIBX) is 5.87%.

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