Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EFRRX (Eaton Vance Floating-Rate Advantage Fund Class R6) | 0.29% | 3.34% | 7.52% | 5.42% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EFRRX (Eaton Vance Floating-Rate Advantage Fund Class R6) | 06/03/2019 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 3.34 | 7.52 | 5.42 | NA | NA | NA | … | … | 0.29 | 4.57 | 9.08 | 14.59 | -2.92 | 5.45 | 2.03 | 2.66 |
| Sharpe Ratio | NA | 0.31 | 1.55 | 0.94 | NA | NA | NA | … | … | -0.47 | 0.58 | 1.98 | 3.15 | -1.09 | 3.83 | 0.15 | 1.84 |
| Standard Deviation(%) | NA | 2.57 | 2.94 | 3.14 | NA | NA | NA | … | … | 2.81 | 2.92 | 2.76 | 3.50 | 3.99 | 1.42 | 11.69 | 1.80 |
| Draw Down(%) | NA | 2.27 | 3.44 | 7.62 | NA | NA | NA | … | … | 2.27 | 3.44 | 0.80 | 2.12 | 7.62 | 0.57 | 24.28 | 1.31 |
| Yield(%) | 0.00 | 7.39 | 8.63 | 7.06 | 4.37 | 2.91 | 2.19 | … | … | 2.84 | 7.84 | 8.94 | 9.76 | 5.46 | 4.12 | 4.44 | 2.88 |
Data as of 06/10/2026, Common starting date is 06/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFRRX (Eaton Vance Floating-Rate Advantage Fund Class R6) |
1.06%
Sep 2019 – Sep 2022 |
5.05%
Jul 2019 – Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EFRRX (Eaton Vance Floating-Rate Advantage Fund Class R6) |
10.22%
Sep 2022 – Sep 2025 |
9.10%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart