Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EARRX (Eaton Vance Short Term Real Return Fund Class) | 1.18% | 3.40% | 5.23% | 3.54% | 3.59% | 2.60% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EARRX (Eaton Vance Short Term Real Return Fund Class) | 04/05/2010 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 3.40 | 5.23 | 3.54 | 3.59 | 2.60 | NA | … | … | 1.18 | 5.46 | 5.38 | 5.96 | -3.22 | 7.50 | 5.05 | 5.28 | -0.49 | 1.79 | 5.60 | -1.10 | -2.01 | -0.17 | 3.68 | 4.19 | 3.47 |
| Sharpe Ratio | NA | 0.48 | 1.01 | 0.36 | 0.71 | NA | NA | … | … | 0.15 | 1.36 | 1.02 | 0.86 | -1.01 | 3.58 | 0.93 | 2.50 | -1.57 | 0.61 | 2.78 | -0.32 | -1.13 | -0.11 | 2.20 | 1.73 | 2.08 |
| Standard Deviation(%) | NA | 1.54 | 1.96 | 2.80 | 2.76 | NA | NA | … | … | 1.70 | 1.90 | 1.72 | 2.69 | 4.60 | 2.09 | 5.11 | 1.53 | 1.20 | 1.86 | 1.94 | 3.48 | 1.80 | 1.86 | 1.66 | 2.40 | 2.19 |
| Draw Down(%) | NA | 0.79 | 1.18 | 6.39 | 10.27 | NA | NA | … | … | 0.79 | 1.18 | 0.61 | 1.12 | 6.39 | 1.60 | 10.27 | 0.51 | 2.04 | 0.91 | 1.05 | 3.62 | 4.24 | 2.27 | 1.22 | 3.23 | 2.18 |
| Yield(%) | 0.00 | 3.82 | 4.16 | 3.95 | 3.19 | 2.65 | 2.24 | … | … | 0.48 | 4.40 | 3.88 | 4.32 | 4.44 | 3.45 | 2.08 | 2.53 | 2.59 | 1.88 | 1.87 | 1.68 | 1.98 | 1.28 | 2.68 | 3.59 | 1.74 |
Data as of 06/05/2026, Common starting date is 04/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EARRX (Eaton Vance Short Term Real Return Fund Class) |
-1.12%
Jan 2013 – Jan 2016 |
0.51%
Feb 2011 – Feb 2016 |
1.62%
Sep 2012 – Sep 2022 |
2.60%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EARRX (Eaton Vance Short Term Real Return Fund Class) |
6.36%
Mar 2020 – Mar 2023 |
6.11%
Mar 2020 – Mar 2025 |
3.81%
Jan 2016 – Jan 2026 |
2.99%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart