Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EAFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS A) | 0.38% | 3.23% | 7.32% | 5.11% | 4.89% | 4.58% | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/28/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS A) | 03/28/2008 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 3.23 | 7.32 | 5.11 | 4.89 | 4.58 | NA | … | … | 0.38 | 4.28 | 8.63 | 14.15 | -3.13 | 5.15 | 1.65 | 8.62 | 0.11 | 3.83 | 12.67 | -1.84 | 0.69 | 5.63 | 10.55 | 3.06 | 12.28 | 65.72 | -32.66 |
| Sharpe Ratio | NA | 0.23 | 1.45 | 0.84 | 0.73 | NA | NA | … | … | -0.50 | 0.47 | 1.90 | 3.03 | -1.14 | 3.63 | 0.12 | 2.89 | -0.67 | 2.21 | 5.33 | -0.94 | 0.32 | 3.52 | 5.53 | 0.79 | 5.31 | 11.94 | -4.59 |
| Standard Deviation(%) | NA | 2.52 | 2.92 | 3.13 | 4.47 | NA | NA | … | … | 2.77 | 2.97 | 2.64 | 3.50 | 4.02 | 1.41 | 11.65 | 2.47 | 1.91 | 1.44 | 2.34 | 1.99 | 2.13 | 1.59 | 1.91 | 3.83 | 2.30 | 5.50 | 8.96 |
| Draw Down(%) | NA | 2.33 | 3.45 | 7.75 | 24.29 | NA | NA | … | … | 2.33 | 3.45 | 0.80 | 2.16 | 7.75 | 0.66 | 24.29 | 0.94 | 4.69 | 0.83 | 2.43 | 5.61 | 2.87 | 1.22 | 1.42 | 6.59 | 3.48 | 3.50 | 38.23 |
| Yield(%) | 0.00 | 7.08 | 8.35 | 6.78 | 5.75 | 5.25 | 5.13 | … | … | 2.72 | 7.56 | 8.62 | 9.47 | 5.17 | 3.82 | 4.16 | 5.50 | 4.63 | 4.24 | 5.14 | 4.71 | 4.38 | 4.62 | 5.42 | 4.88 | 4.98 | 7.13 | 4.31 |
Data as of 06/08/2026, Common starting date is 03/28/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS A) |
-2.15%
Mar 2017 – Mar 2020 |
0.54%
Mar 2015 – Mar 2020 |
3.04%
Mar 2010 – Mar 2020 |
4.50%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS A) |
24.24%
Dec 2008 – Dec 2011 |
17.49%
Dec 2008 – Dec 2013 |
9.99%
Dec 2008 – Dec 2018 |
8.35%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart