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EIHSX: Eaton Vance World Wd Hlth Scncs Fd Cl I (MUTUAL FUND)
Basic Info 13.08 0.03(0.23%) June 05
| Asset Class: | Health |
| MyPlanIQ Rating: | (11%) |
| Start Date: | 10/07/2009 |
| Last Dividend Date: | 12/04/2025 |
| 12-Mo. Yield | 7.66% |
| Expenses | 1.46% |
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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(%) | 0.8 | -5.2 | 6.2 | 4.1 | 1.4 | 5.3 | 8.7 | 9.4 | 10.5 | 3.7 | 6.0 | -12.7 | 13.1 | 6.2 | 26.3 | 6.2 | 16.6 | -14.6 | 8.8 | 27.6 | 44.9 | 15.8 | 5.1 | 11.2 | 2.0 |
| Sharpe Ratio | NA | -0.89 | 0.23 | 0.06 | -0.07 | 0.22 | NA | 0.51 | 0.44 | 0.01 | 0.2 | -0.72 | 0.92 | 0.2 | 1.97 | 0.29 | 1.71 | -0.86 | 0.47 | 1.66 | 3.52 | 1.31 | 0.26 | 0.71 | 0.69 |
| Draw Down(%) | NA | 12.3 | 12.3 | 18.8 | 23.4 | 27.4 | NA | 27.4 | 13.7 | 13.7 | 10.8 | 19.5 | 10.7 | 27.4 | 6.8 | 14.2 | 5.5 | 17.5 | 18.9 | 12.7 | 6.8 | 8.4 | 17.0 | 13.4 | 6.3 |
| Standard Deviation(%) | NA | 16.0 | 15.4 | 14.2 | 15.5 | 16.6 | NA | 16.5 | 17.3 | 11.2 | 11.6 | 19.7 | 14.2 | 29.2 | 12.6 | 16.4 | 9.4 | 17.4 | 18.6 | 16.7 | 12.8 | 12.1 | 19.4 | 15.6 | 13.0 |
| Treynor Ratio | NA | -0.14 | 0.04 | 0.01 | -0.01 | 0.04 | NA | 0.08 | 0.08 | 0.0 | 0.03 | -0.15 | 0.14 | 0.06 | 0.29 | 0.05 | 0.19 | -0.14 | 0.08 | 0.23 | 0.41 | 0.14 | 0.05 | 0.1 | 0.09 |
| Alpha | NA | -0.04 | -0.05 | 0.0 | -0.01 | -0.01 | NA | -0.01 | -0.02 | 0.02 | 0.0 | -0.05 | 0.0 | -0.02 | 0.02 | 0.02 | 0.01 | -0.02 | -0.02 | -0.02 | -0.01 | 0.0 | -0.02 | 0.02 | -0.08 |
| Beta | NA | 0.99 | 0.98 | 0.95 | 0.94 | 0.95 | NA | 0.99 | 0.96 | 0.89 | 0.92 | 0.94 | 0.96 | 1.01 | 0.87 | 0.99 | 0.82 | 1.04 | 1.06 | 1.18 | 1.1 | 1.11 | 1.03 | 1.08 | 0.97 |
| RSquared | NA | 0.94 | 0.91 | 0.9 | 0.85 | 0.86 | NA | 0.86 | 0.91 | 0.87 | 0.86 | 0.9 | 0.59 | 0.92 | 0.85 | 0.92 | 0.76 | 0.94 | 0.93 | 0.84 | 0.82 | 0.83 | 0.93 | 0.8 | 0.74 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 7.5 | 4.8 | 2.7 | 0.4 | 0.5 | 0.8 | 6.6 | 5.6 | 3.1 | 9.7 | 9.4 | 17.9 | 16.2 | 16.5 | 9.6 | 6.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 53.5 | 84.4 | 486.9 | -14.1 | -28.3 | -85.8 | 15.8 | 106.8 | -74.9 | -0.9 | -41.9 | 38.0 | -2.3 | 65.6 | 48.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/06/2009
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Best ETFs
- DRGS (RBS Global Big Pharma ETN) (100%)
- XLV (Health Care Select Sector SPDR Fund) 0.61% (96%)
- BBH (VanEck Biotech ETF) 0.79% (94%)
- IBB (iShares Biotechnology ETF) 1.74% (94%)
- PPH (VanEck Pharmaceutical ETF) 0.70% (94%)
- FBT (First Trust NYSE Arca Biotechnology Index Fund) 1.35% (91%)
- FXH (First Trust Health Care AlphaDEX Fund) 0.04% (90%)
- IHE (iShares U.S. Pharmaceuticals ETF) 0.27% (88%)
- IHF (iShares U.S. Healthcare Providers ETF) 0.68% (88%)
- IHI (iShares U.S. Medical Devices ETF) 0.42% (88%)
Best Closed End Funds
- BME (BlackRock Health Sciences Trust) 0.18% (100%)
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- HQL (Tekla Life Sciences Investors) 2.03% (98%)
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