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EBABX: EATON VANCE CORE PLUS BOND FUND EATON VANCE CORE PLUS BOND FUND CLASS A (MUTUAL FUND)
Basic Info 10.39 0.05(0.48%) June 05
| Asset Class: | Long-Term Bond |
| MyPlanIQ Rating: | (20%) |
| Start Date: | 11/20/2009 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 4.95% |
| Expenses | 0.74% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | -0.6 | 4.9 | 5.7 | 1.1 | 3.2 | 3.9 | 4.5 | 8.9 | 4.2 | 6.7 | -13.1 | 2.2 | 5.3 | 10.5 | -1.4 | 7.4 | 11.1 | -6.2 | 10.8 | -5.2 | 8.6 | 20.8 | 9.9 | -1.2 |
| Sharpe Ratio | NA | -0.88 | 0.56 | 0.48 | -0.27 | 0.34 | NA | 0.58 | 1.39 | 0.11 | 0.46 | -2.35 | 0.79 | 0.71 | 3.88 | -1.23 | 2.76 | 2.48 | -1.58 | 3.46 | -1.02 | 1.4 | 1.87 | 0.86 | -1.82 |
| Draw Down(%) | NA | 3.3 | 3.3 | 5.2 | 17.7 | 17.7 | NA | 17.7 | 2.7 | 3.4 | 6.9 | 16.6 | 1.8 | 17.2 | 1.0 | 2.8 | 1.3 | 3.4 | 8.6 | 1.2 | 9.5 | 3.3 | 5.5 | 10.9 | 2.3 |
| Standard Deviation(%) | NA | 4.3 | 3.9 | 5.1 | 5.3 | 4.7 | NA | 5.9 | 4.3 | 5.1 | 6.8 | 6.2 | 2.7 | 7.0 | 2.3 | 2.3 | 2.5 | 4.4 | 3.9 | 3.1 | 5.2 | 6.2 | 11.1 | 11.4 | 5.9 |
| Treynor Ratio | NA | -0.09 | 0.05 | 0.06 | -0.04 | 0.05 | NA | 0.09 | 0.16 | 0.01 | 0.07 | -0.42 | 0.1 | 0.24 | 0.51 | -0.14 | 0.3 | 0.78 | -0.28 | 0.3 | -0.11 | 0.15 | 0.29 | 0.11 | -0.22 |
| Alpha | NA | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | NA | 0.01 | 0.02 | 0.01 | 0.0 | -0.02 | 0.01 | 0.01 | 0.02 | -0.01 | 0.02 | 0.04 | -0.02 | 0.01 | 0.0 | 0.01 | 0.02 | 0.0 | -0.01 |
| Beta | NA | 0.45 | 0.41 | 0.41 | 0.37 | 0.31 | NA | 0.4 | 0.38 | 0.41 | 0.42 | 0.35 | 0.22 | 0.21 | 0.18 | 0.19 | 0.22 | 0.14 | 0.22 | 0.36 | 0.48 | 0.59 | 0.73 | 0.91 | 0.48 |
| RSquared | NA | 0.78 | 0.74 | 0.81 | 0.82 | 0.58 | NA | 0.6 | 0.74 | 0.86 | 0.84 | 0.88 | 0.79 | 0.19 | 0.48 | 0.37 | 0.48 | 0.09 | 0.41 | 0.81 | 0.85 | 0.88 | 0.92 | 0.9 | 0.57 |
| Yield(%) | N/A | 1.5 | N/A | N/A | N/A | N/A | N/A | N/A | 5.0 | 5.3 | 5.2 | 3.2 | 2.6 | 3.4 | 4.0 | 3.4 | 3.4 | 3.7 | 4.8 | 4.6 | 4.3 | 4.8 | 5.0 | 4.5 | 0.0 |
| Dividend Growth(%) | N/A | -68.7 | N/A | N/A | N/A | N/A | N/A | N/A | -5.0 | 2.1 | 38.8 | 19.3 | -21.5 | -8.7 | 10.7 | 3.1 | 0.6 | -32.5 | 11.6 | -3.0 | -7.8 | 11.8 | 16.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/17/2009
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