Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ESBLX (Eaton Vance Floating-Rate Fund Class R6) 0.66% 3.21% 6.69% 4.84% NA NA NA
Data as of 06/09/2026, Common starting date is 12/02/2016
More Performance Analytics Comparison
Name Start Date End Date
ESBLX (Eaton Vance Floating-Rate Fund Class R6) 12/02/2016 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
Annualized Return (%) -0.25 3.21 6.69 4.84 NA NA NA 0.66 3.95 8.23 12.35 -2.27 4.35 2.44 7.11 0.93 2.12 0.90
Sharpe Ratio NA 0.30 1.35 0.85 NA NA NA -0.27 0.42 1.82 2.71 -1.13 3.13 0.25 2.65 -0.27 1.37 9.78
Standard Deviation(%) NA 2.28 2.68 2.77 NA NA NA 2.47 2.57 2.54 3.23 3.29 1.38 8.78 2.13 1.70 1.07 1.25
Draw Down(%) NA 1.66 2.71 6.24 NA NA NA 1.66 2.71 0.60 1.68 6.24 0.57 18.77 0.70 3.66 0.33 0.00
Yield(%) 0.00 6.86 7.96 6.45 4.82 3.21 2.41 2.61 7.34 8.34 8.88 4.72 3.36 3.69 5.15 4.33 1.66 0.00
Data as of 06/09/2026, Common starting date is 12/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ESBLX (Eaton Vance Floating-Rate Fund Class R6) -1.16%
Mar 2017 – Mar 2020
2.07%
Jun 2017 – Jun 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ESBLX (Eaton Vance Floating-Rate Fund Class R6) 8.93%
Sep 2022 – Sep 2025
7.64%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return