Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIBLX (EATON VANCE FLOATING-RATE FUND EATON VANCE FLOATING-RATE FUND CLASS I) | 0.61% | 3.10% | 6.60% | 4.77% | 4.52% | 4.14% | 4.11% | … | … |
Data as of 06/09/2026, Common starting date is 02/27/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIBLX (EATON VANCE FLOATING-RATE FUND EATON VANCE FLOATING-RATE FUND CLASS I) | 02/27/2001 | 06/09/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 3.10 | 6.60 | 4.77 | 4.52 | 4.14 | 4.11 | … | … | 0.61 | 3.89 | 8.14 | 12.29 | -2.34 | 4.34 | 2.38 | 7.05 | 0.77 | 3.45 | 11.08 | -1.63 | 0.63 | 4.85 | 8.27 | 2.43 | 9.19 | 46.53 | -30.23 | 2.02 | 6.46 | 4.65 | 3.70 | 6.12 | 1.76 | 4.38 |
| Sharpe Ratio | NA | 0.26 | 1.32 | 0.83 | 0.82 | NA | NA | … | … | -0.34 | 0.39 | 1.78 | 2.69 | -1.16 | 3.30 | 0.24 | 2.65 | -0.36 | 2.21 | 5.13 | -0.92 | 0.34 | 3.55 | 4.95 | 0.79 | 4.60 | 10.53 | -4.55 | -0.46 | 1.62 | 1.66 | 2.66 | 4.41 | 0.40 | 1.50 |
| Standard Deviation(%) | NA | 2.26 | 2.67 | 2.74 | 3.54 | NA | NA | … | … | 2.30 | 2.58 | 2.54 | 3.23 | 3.25 | 1.31 | 8.75 | 2.11 | 1.70 | 1.27 | 2.12 | 1.80 | 1.78 | 1.36 | 1.67 | 3.04 | 1.98 | 4.41 | 6.84 | 2.46 | 1.89 | 1.44 | 1.02 | 1.23 | 1.53 | 2.04 |
| Draw Down(%) | NA | 1.68 | 2.72 | 6.27 | 18.69 | NA | NA | … | … | 1.68 | 2.72 | 0.60 | 1.56 | 6.27 | 0.57 | 18.69 | 0.71 | 3.78 | 0.90 | 2.13 | 4.81 | 2.25 | 0.97 | 1.17 | 4.98 | 2.79 | 2.94 | 31.62 | 3.29 | 0.30 | 0.51 | 0.20 | 0.21 | 1.64 | 1.16 |
| Yield(%) | 0.00 | 6.77 | 7.89 | 6.40 | 5.34 | 4.78 | 4.56 | … | … | 2.56 | 7.29 | 8.25 | 8.83 | 4.67 | 3.36 | 3.64 | 5.10 | 4.28 | 3.86 | 4.43 | 4.10 | 3.69 | 4.00 | 4.60 | 4.08 | 4.10 | 6.60 | 5.51 | 6.78 | 6.47 | 4.75 | 3.14 | 3.73 | 4.36 | 5.57 |
Data as of 06/09/2026, Common starting date is 02/27/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIBLX (EATON VANCE FLOATING-RATE FUND EATON VANCE FLOATING-RATE FUND CLASS I) |
-8.83%
Dec 2005 – Dec 2008 |
-3.84%
Dec 2003 – Dec 2008 |
2.75%
Mar 2010 – Mar 2020 |
3.08%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIBLX (EATON VANCE FLOATING-RATE FUND EATON VANCE FLOATING-RATE FUND CLASS I) |
17.90%
Dec 2008 – Dec 2011 |
13.22%
Dec 2008 – Dec 2013 |
7.87%
Dec 2008 – Dec 2018 |
6.78%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart