Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVSGX (EATON VANCE SHORT DURATION STRATEGIC INCOME FUND EATON VANCE SHORT DURATION STRATEGIC INCOME FUND CLASS B) | NA | 3.19% | 2.81% | 2.23% | 2.89% | 3.98% | 4.39% | … | … |
Data as of 10/15/2019, Common starting date is 12/28/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVSGX (EATON VANCE SHORT DURATION STRATEGIC INCOME FUND EATON VANCE SHORT DURATION STRATEGIC INCOME FUND CLASS B) | 12/28/1990 | 10/15/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 3.19 | 2.81 | 2.23 | 2.89 | 3.98 | 4.39 | … | … | 6.09 | -3.38 | 4.00 | 4.66 | -1.38 | 3.49 | -0.43 | 7.76 | 0.26 | 6.62 | 25.40 | -10.62 | 7.19 | 5.99 | 3.83 | 7.31 | 13.89 | 3.07 | 6.39 | -1.14 | 5.48 | 2.09 | 8.30 | 18.21 | 14.44 | -8.62 | 10.82 | -0.69 | 8.21 | 0.94 |
| Sharpe Ratio | NA | 0.76 | 0.72 | 0.51 | 0.90 | NA | NA | … | … | 2.99 | -1.81 | 1.55 | 1.29 | -0.37 | 1.08 | -0.20 | 3.21 | 0.07 | 2.77 | 4.79 | -2.94 | 1.42 | 0.97 | 0.59 | 2.01 | 3.99 | 0.39 | 0.83 | -1.32 | 0.59 | -0.21 | 1.17 | 3.15 | 1.53 | -2.04 | 2.40 | -0.80 | 1.43 | NA |
| Standard Deviation(%) | NA | 2.19 | 2.33 | 3.07 | 2.82 | NA | NA | … | … | 2.10 | 2.59 | 2.19 | 3.43 | 3.76 | 3.22 | 2.30 | 2.42 | 3.21 | 2.35 | 5.29 | 3.92 | 2.95 | 2.77 | 2.80 | 3.17 | 3.31 | 5.05 | 4.98 | 3.93 | 3.85 | 5.74 | 4.08 | 4.63 | 6.92 | 5.67 | 3.63 | 3.81 | 3.10 | 0.00 |
| Draw Down(%) | NA | 2.87 | 4.96 | 8.61 | 8.61 | NA | NA | … | … | 0.74 | 4.96 | 0.71 | 4.69 | 4.82 | 3.47 | 4.80 | 2.23 | 4.65 | 1.67 | 2.81 | 12.83 | 1.63 | 1.98 | 1.94 | 2.81 | 1.43 | 5.95 | 5.06 | 6.96 | 2.76 | 8.35 | 2.18 | 3.51 | 5.75 | 11.91 | 1.49 | 6.21 | 1.81 | 0.00 |
| Yield(%) | 0.00 | 3.40 | 3.12 | 3.51 | 3.75 | 4.48 | 4.79 | … | … | 2.70 | 2.97 | 2.95 | 3.23 | 3.41 | 6.02 | 3.85 | 3.99 | 4.04 | 4.13 | 5.60 | 5.41 | 6.58 | 6.32 | 6.52 | 6.47 | 7.87 | 7.95 | 8.39 | 8.31 | 8.15 | 7.81 | 8.28 | 8.26 | 8.30 | 3.39 | 7.23 | 6.50 | 9.09 | 0.84 |
Data as of 10/15/2019, Common starting date is 12/28/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVSGX (EATON VANCE SHORT DURATION STRATEGIC INCOME FUND EATON VANCE SHORT DURATION STRATEGIC INCOME FUND CLASS B) |
-1.09%
Mar 1992 – Mar 1995 |
1.08%
Feb 2011 – Feb 2016 |
2.97%
Sep 2009 – Sep 2019 |
3.79%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVSGX (EATON VANCE SHORT DURATION STRATEGIC INCOME FUND EATON VANCE SHORT DURATION STRATEGIC INCOME FUND CLASS B) |
15.41%
Mar 1995 – Mar 1998 |
10.39%
Mar 1995 – Mar 2000 |
7.96%
Feb 1995 – Feb 2005 |
7.40%
Mar 1995 – Mar 2010 |
Annualized Rolling Returns Comparison Chart