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
ECFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS C) 0.16% 2.70% 6.81% 4.61% 4.38% 4.06% NA
Data as of 06/08/2026, Common starting date is 03/28/2008
More Performance Analytics Comparison
Name Start Date End Date
ECFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS C) 03/28/2008 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
Annualized Return (%) -0.11 2.70 6.81 4.61 4.38 4.06 NA 0.16 3.86 8.10 13.57 -3.70 4.64 1.23 8.09 -0.40 3.31 12.12 -2.35 0.18 5.09 9.90 2.68 11.62 65.02 -32.86
Sharpe Ratio NA 0.02 1.31 0.69 0.62 NA NA -0.79 0.34 1.73 2.94 -1.33 3.42 0.08 2.78 -1.00 1.96 5.36 -1.25 0.08 3.56 5.51 0.71 5.13 11.91 -4.64
Standard Deviation(%) NA 2.47 2.83 3.04 4.45 NA NA 2.71 2.86 2.59 3.40 3.88 1.35 11.77 2.38 1.79 1.36 2.22 1.90 2.02 1.42 1.80 3.76 2.25 5.45 8.90
Draw Down(%) NA 2.52 3.50 7.98 24.40 NA NA 2.52 3.50 0.80 2.12 7.98 0.66 24.40 1.01 4.78 0.87 2.49 5.90 3.00 1.26 1.47 6.76 3.52 3.68 38.36
Yield(%) 0.00 6.58 7.85 6.31 5.27 4.77 4.67 2.51 7.07 8.14 8.95 4.72 3.32 3.70 4.99 4.12 3.73 4.61 4.21 3.87 4.10 4.90 4.42 4.55 6.56 4.04
Data as of 06/08/2026, Common starting date is 03/28/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ECFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS C) -2.61%
Mar 2017 – Mar 2020
0.05%
Mar 2015 – Mar 2020
2.54%
Mar 2010 – Mar 2020
3.97%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ECFAX (EATON VANCE FLOATING-RATE ADVANTAGE FUND EATON VANCE FLOATING-RATE ADVANTAGE FUND CLASS C) 23.67%
Dec 2008 – Dec 2011
16.92%
Dec 2008 – Dec 2013
9.44%
Dec 2008 – Dec 2018
7.81%
Dec 2008 – Dec 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return