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ETHIX: EATON VANCE HIGH INCOME OPPORTUNITIES FUND EATON VANCE HIGH INCOME OPPORTUNITIES FUND CLASS A (MUTUAL FUND)
Basic Info 4.21 0.01(0.24%) June 05
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 03/30/2004 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 6.21% |
| Expenses | 1.66% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 0.4 | 5.3 | 7.8 | 4.7 | 5.2 | 5.5 | 5.8 | 6.0 | 8.2 | 7.5 | 11.7 | -7.3 | 7.3 | 4.5 | 13.9 | -3.3 | 5.2 | 12.5 | -1.1 | 3.5 | 8.6 | 15.4 | 4.1 | 16.1 | 64.3 | -36.7 | 1.5 | 11.8 | 2.6 | 10.1 |
| Sharpe Ratio | NA | -0.27 | 1.1 | 1.33 | 0.45 | 0.65 | NA | NA | 0.85 | 1.43 | 1.15 | 1.57 | -1.18 | 2.24 | 0.35 | 3.47 | -1.27 | 1.61 | 2.42 | -0.24 | 0.87 | 2.34 | 4.45 | 0.71 | 3.52 | 7.93 | -3.38 | -0.39 | 2.72 | 0.09 | 3.59 |
| Draw Down(%) | NA | 2.6 | 2.6 | 3.5 | 11.8 | 22.7 | NA | NA | 43.0 | 3.5 | 1.7 | 3.9 | 11.8 | 2.4 | 22.7 | 1.4 | 6.1 | 2.0 | 3.6 | 7.2 | 5.2 | 5.0 | 2.4 | 9.3 | 4.9 | 7.2 | 41.4 | 5.7 | 1.6 | 4.9 | 3.5 |
| Standard Deviation(%) | NA | 3.8 | 3.4 | 3.8 | 4.9 | 5.6 | NA | NA | 5.6 | 3.7 | 3.3 | 5.2 | 7.4 | 3.2 | 12.2 | 3.6 | 3.7 | 2.9 | 5.1 | 4.7 | 4.0 | 3.6 | 3.5 | 5.7 | 4.5 | 8.1 | 11.1 | 4.2 | 3.1 | 3.5 | 3.5 |
| Treynor Ratio | NA | -0.01 | 0.04 | 0.06 | 0.03 | 0.04 | NA | NA | 0.05 | 0.06 | 0.04 | 0.1 | -0.1 | 0.07 | 0.04 | 0.14 | -0.06 | 0.06 | 0.13 | -0.01 | 0.04 | 0.1 | 0.18 | 0.04 | 0.2 | 0.58 | -0.36 | -0.02 | 0.09 | 0.0 | 0.15 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | 0.01 | -0.01 | 0.02 | 0.05 | -0.08 | 0.0 | 0.01 | 0.0 | 0.02 |
| Beta | NA | 0.85 | 0.85 | 0.85 | 0.89 | 0.97 | NA | NA | 0.98 | 0.91 | 0.87 | 0.83 | 0.92 | 0.97 | 1.1 | 0.87 | 0.85 | 0.74 | 0.92 | 1.03 | 0.97 | 0.87 | 0.86 | 0.96 | 0.8 | 1.11 | 1.05 | 0.91 | 0.94 | 0.92 | 0.85 |
| RSquared | NA | 0.73 | 0.68 | 0.72 | 0.78 | 0.83 | NA | NA | 0.76 | 0.66 | 0.71 | 0.82 | 0.85 | 0.5 | 0.94 | 0.67 | 0.71 | 0.56 | 0.83 | 0.75 | 0.73 | 0.59 | 0.6 | 0.81 | 0.6 | 0.71 | 0.71 | 0.76 | 0.62 | 0.6 | 0.66 |
| Yield(%) | N/A | 2.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.3 | 6.3 | 6.0 | 4.9 | 5.1 | 5.3 | 5.7 | 5.2 | 5.3 | 5.9 | 5.9 | 5.8 | 6.5 | 7.2 | 7.5 | 9.0 | 15.0 | 8.4 | 7.8 | 8.1 | 6.5 | 6.8 |
| Dividend Growth(%) | N/A | -67.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.1 | 9.2 | 7.7 | -0.9 | -6.3 | 0.4 | 0.1 | 0.0 | -3.3 | -8.2 | -1.1 | -9.4 | -1.6 | -7.3 | -11.8 | -12.5 | 1.4 | 1.5 | 0.0 | 18.3 | -0.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/2004
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