Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EIFHX (EATON VANCE FLOATING-RATE & HIGH INCOME FUND EATON VANCE FLOATING-RATE & HIGH INCOME FUND CLASS I) | 0.77% | 3.70% | 6.95% | 4.79% | 4.68% | 4.36% | 4.38% | … | … |
Data as of 06/05/2026, Common starting date is 02/27/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EIFHX (EATON VANCE FLOATING-RATE & HIGH INCOME FUND EATON VANCE FLOATING-RATE & HIGH INCOME FUND CLASS I) | 02/27/2001 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 3.70 | 6.95 | 4.79 | 4.68 | 4.36 | 4.38 | … | … | 0.77 | 4.59 | 7.94 | 12.23 | -3.12 | 4.76 | 2.68 | 8.19 | 0.21 | 3.58 | 11.56 | -1.51 | 0.91 | 5.25 | 9.52 | 2.82 | 10.08 | 48.36 | -30.79 | 1.90 | 7.19 | 4.54 | 4.76 | 9.41 | 1.15 | 1.29 |
| Sharpe Ratio | NA | 0.45 | 1.36 | 0.77 | 0.81 | NA | NA | … | … | -0.29 | 0.62 | 1.67 | 2.72 | -1.20 | 3.22 | 0.26 | 3.05 | -0.64 | 2.04 | 4.79 | -0.73 | 0.46 | 3.23 | 5.02 | 0.85 | 4.45 | 10.23 | -4.49 | -0.50 | 1.92 | 1.38 | 2.91 | 5.35 | 0.00 | -0.33 |
| Standard Deviation(%) | NA | 2.35 | 2.72 | 2.93 | 3.75 | NA | NA | … | … | 2.44 | 2.73 | 2.59 | 3.18 | 3.81 | 1.47 | 9.16 | 2.20 | 1.84 | 1.44 | 2.37 | 2.11 | 1.96 | 1.61 | 1.90 | 3.27 | 2.25 | 4.72 | 7.05 | 2.53 | 1.97 | 1.65 | 1.30 | 1.63 | 1.72 | 2.10 |
| Draw Down(%) | NA | 1.69 | 2.89 | 6.85 | 19.41 | NA | NA | … | … | 1.69 | 2.89 | 0.72 | 1.85 | 6.85 | 0.80 | 19.41 | 0.69 | 4.08 | 0.76 | 2.17 | 5.14 | 2.80 | 1.41 | 1.39 | 5.22 | 2.92 | 3.14 | 32.52 | 3.34 | 0.41 | 0.63 | 0.62 | 0.42 | 2.72 | 1.88 |
| Yield(%) | 0.53 | 6.76 | 7.64 | 6.20 | 5.36 | 4.90 | 4.72 | … | … | 2.59 | 7.16 | 7.97 | 8.10 | 4.66 | 3.53 | 3.81 | 5.22 | 4.47 | 4.09 | 4.67 | 4.31 | 3.92 | 4.37 | 5.03 | 4.62 | 4.82 | 7.64 | 5.82 | 6.84 | 6.66 | 5.15 | 3.85 | 4.67 | 4.96 | 4.86 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| EIFHX (EATON VANCE FLOATING-RATE & HIGH INCOME FUND EATON VANCE FLOATING-RATE & HIGH INCOME FUND CLASS I) |
-8.90%
Dec 2005 – Dec 2008 |
-3.71%
Dec 2003 – Dec 2008 |
3.06%
Sep 2012 – Sep 2022 |
3.40%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EIFHX (EATON VANCE FLOATING-RATE & HIGH INCOME FUND EATON VANCE FLOATING-RATE & HIGH INCOME FUND CLASS I) |
18.86%
Dec 2008 – Dec 2011 |
14.12%
Dec 2008 – Dec 2013 |
8.34%
Dec 2008 – Dec 2018 |
7.15%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart