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
XETBX (Eaton Vance Tax-Managed Buy-Write Income Fund) 4.74% 19.99% 14.68% 9.74% 7.05% 6.14% 3.16%
Data as of 06/08/2026, Common starting date is 05/11/2005
More Performance Analytics Comparison
Name Start Date End Date
XETBX (Eaton Vance Tax-Managed Buy-Write Income Fund) 05/11/2005 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
Annualized Return (%) -1.25 19.99 14.68 9.74 7.05 6.14 3.16 4.74 13.98 19.07 17.61 -12.88 22.41 5.19 11.74 -12.63 6.52 -0.06 -4.27 8.66 18.42 1.43 -2.26 -3.59 14.21 -30.92 -2.76 4.74 0.67
Sharpe Ratio NA 1.96 0.97 0.55 0.37 NA NA 0.76 0.71 1.69 1.56 -0.77 2.52 0.17 1.08 -0.99 1.25 -0.03 -0.31 0.95 2.56 0.14 -0.12 -0.23 0.71 -0.92 -0.45 0.17 -0.17
Standard Deviation(%) NA 9.22 11.74 13.02 14.56 NA NA 10.71 15.71 9.13 9.00 18.63 8.88 29.58 9.55 14.27 4.71 10.33 13.84 9.14 7.17 10.02 18.92 15.93 19.92 34.36 13.14 7.96 8.14
Draw Down(%) NA 6.92 16.54 19.64 32.34 NA NA 6.92 16.54 6.19 6.45 19.64 3.19 31.47 5.31 18.87 2.20 8.83 12.55 6.69 3.44 8.48 16.74 14.85 22.11 42.97 10.06 6.05 6.54
Yield(%) 0.00 8.50 8.76 7.83 5.77 5.25 3.00 3.23 8.18 8.68 8.53 7.66 8.96 8.46 2.89 1.55 1.01 0.00 0.66 7.99 8.54 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 05/11/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XETBX (Eaton Vance Tax-Managed Buy-Write Income Fund) -15.61%
Feb 2006 – Feb 2009
-7.88%
Sep 2006 – Sep 2011
-1.12%
Feb 2006 – Feb 2016
-0.76%
Jun 2005 – Jun 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XETBX (Eaton Vance Tax-Managed Buy-Write Income Fund) 18.25%
Sep 2022 – Sep 2025
13.45%
Mar 2020 – Mar 2025
7.23%
May 2016 – May 2026
5.92%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return