Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XEFTX (Eaton Vance Floating-Rate Income Trust) | -0.31% | 1.92% | 7.66% | 4.90% | 4.53% | 3.34% | 1.59% | … | … |
Data as of 06/08/2026, Common starting date is 07/19/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XEFTX (Eaton Vance Floating-Rate Income Trust) | 07/19/2004 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.92 | 7.66 | 4.90 | 4.53 | 3.34 | 1.59 | … | … | -0.31 | 3.19 | 9.64 | 17.54 | -6.54 | 6.49 | 0.84 | 10.52 | -1.19 | 2.95 | 9.65 | -8.86 | 0.60 | 7.49 | 6.72 | -2.97 | 8.46 | 79.20 | -53.90 | -8.32 | 0.16 | -1.21 | -0.16 |
| Sharpe Ratio | NA | -0.41 | 1.98 | 0.79 | 0.53 | NA | NA | … | … | -1.37 | 0.11 | 4.82 | 4.65 | -1.64 | 4.96 | 0.04 | 3.35 | -1.40 | 1.57 | 3.36 | -3.43 | 0.29 | 6.80 | 2.99 | -0.65 | 2.70 | 10.78 | -4.52 | -3.35 | -1.37 | -1.67 | -0.79 |
| Standard Deviation(%) | NA | 1.80 | 2.34 | 3.06 | 5.50 | NA | NA | … | … | 2.37 | 2.87 | 1.25 | 3.01 | 4.88 | 1.30 | 15.41 | 2.70 | 1.84 | 1.47 | 2.81 | 2.59 | 2.00 | 1.10 | 2.25 | 4.58 | 3.10 | 7.34 | 12.10 | 3.44 | 2.39 | 2.08 | 2.04 |
| Draw Down(%) | NA | 3.22 | 5.04 | 11.13 | 31.17 | NA | NA | … | … | 3.22 | 5.04 | 0.91 | 2.72 | 11.13 | 0.70 | 31.17 | 1.15 | 5.57 | 0.90 | 3.57 | 11.47 | 3.61 | 1.58 | 2.40 | 9.73 | 5.30 | 5.66 | 55.08 | 9.44 | 1.78 | 2.55 | 1.15 |
| Yield(%) | 0.00 | 7.79 | 9.56 | 7.77 | 5.96 | 4.52 | 2.85 | … | … | 2.40 | 8.23 | 10.20 | 11.10 | 7.02 | 5.53 | 4.73 | 7.00 | 5.11 | 2.21 | 0.00 | 0.00 | 5.47 | 6.32 | 0.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 07/19/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEFTX (Eaton Vance Floating-Rate Income Trust) |
-24.91%
Dec 2005 – Dec 2008 |
-6.97%
Aug 2004 – Aug 2009 |
-2.10%
Feb 2006 – Feb 2016 |
-1.41%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEFTX (Eaton Vance Floating-Rate Income Trust) |
23.55%
Dec 2008 – Dec 2011 |
16.69%
Dec 2008 – Dec 2013 |
8.27%
Dec 2008 – Dec 2018 |
7.32%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart