Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EDIAX (EATON VANCE GLOBAL INCOME BUILDER FUND EATON VANCE GLOBAL INCOME BUILDER FUND CLASS A) | 5.91% | 17.17% | 14.35% | 6.94% | 8.24% | 7.83% | 5.89% | … | … |
Data as of 06/08/2026, Common starting date is 12/21/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EDIAX (EATON VANCE GLOBAL INCOME BUILDER FUND EATON VANCE GLOBAL INCOME BUILDER FUND CLASS A) | 12/21/2005 | 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 (%) | -1.59 | 17.17 | 14.35 | 6.94 | 8.24 | 7.83 | 5.89 | … | … | 5.91 | 20.11 | 7.87 | 18.49 | -16.78 | 13.71 | 10.53 | 23.50 | -8.41 | 13.88 | 3.68 | 3.15 | 2.92 | 22.60 | 11.66 | -4.01 | 6.39 | 10.46 | -33.94 | 8.37 | 21.18 | -0.59 |
| Sharpe Ratio | NA | 1.48 | 1.08 | 0.37 | 0.54 | NA | NA | … | … | 0.83 | 1.48 | 0.51 | 1.62 | -1.10 | 1.60 | 0.44 | 2.79 | -1.02 | 2.79 | 0.33 | 0.23 | 0.28 | 2.09 | 0.83 | -0.17 | 0.35 | 0.44 | -0.91 | 0.31 | 1.58 | -3.24 |
| Standard Deviation(%) | NA | 9.87 | 10.15 | 11.56 | 12.18 | NA | NA | … | … | 12.20 | 11.72 | 8.26 | 9.22 | 16.60 | 8.53 | 23.41 | 7.91 | 9.66 | 4.76 | 10.35 | 13.34 | 10.51 | 10.81 | 14.14 | 23.65 | 17.82 | 23.44 | 38.35 | 17.12 | 11.27 | 7.77 |
| Draw Down(%) | NA | 8.41 | 10.06 | 24.62 | 30.57 | NA | NA | … | … | 8.41 | 10.06 | 5.87 | 7.53 | 23.72 | 4.21 | 30.57 | 4.03 | 15.00 | 1.93 | 9.00 | 11.23 | 8.93 | 7.59 | 12.86 | 20.86 | 15.35 | 24.92 | 44.82 | 11.82 | 10.97 | 0.98 |
| Yield(%) | 0.00 | 5.55 | 6.35 | 4.50 | 4.97 | 5.29 | 4.34 | … | … | 2.21 | 5.61 | 7.71 | 3.83 | 2.85 | 3.16 | 3.34 | 4.00 | 3.52 | 3.94 | 3.99 | 3.92 | 4.16 | 4.73 | 5.26 | 6.20 | 5.20 | 7.04 | 6.88 | 5.89 | 4.75 | 0.00 |
Data as of 06/08/2026, Common starting date is 12/21/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDIAX (EATON VANCE GLOBAL INCOME BUILDER FUND EATON VANCE GLOBAL INCOME BUILDER FUND CLASS A) |
-13.00%
Jun 2007 – Jun 2010 |
-6.30%
May 2007 – May 2012 |
1.84%
May 2007 – May 2017 |
2.11%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDIAX (EATON VANCE GLOBAL INCOME BUILDER FUND EATON VANCE GLOBAL INCOME BUILDER FUND CLASS A) |
16.78%
Sep 2022 – Sep 2025 |
13.74%
Feb 2009 – Feb 2014 |
9.90%
Sep 2011 – Sep 2021 |
8.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart