Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ERSIX (EATON VANCE SHORT DURATION STRATEGIC INCOME FUND EATON VANCE SHORT DURATION STRATEGIC INCOME FUND CL) | 1.61% | 8.94% | 8.14% | 4.70% | 4.76% | 3.84% | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/07/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ERSIX (EATON VANCE SHORT DURATION STRATEGIC INCOME FUND EATON VANCE SHORT DURATION STRATEGIC INCOME FUND CL) | 08/07/2009 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 8.94 | 8.14 | 4.70 | 4.76 | 3.84 | NA | … | … | 1.61 | 11.88 | 6.12 | 7.96 | -2.82 | 1.07 | 7.22 | 9.03 | -2.89 | 4.64 | 4.98 | -1.06 | 4.00 | 0.30 | 8.16 | 0.92 | 4.61 | 3.76 |
| Sharpe Ratio | NA | 2.42 | 1.44 | 0.72 | 1.04 | NA | NA | … | … | 0.78 | 2.98 | 0.64 | 1.24 | -1.42 | 0.66 | 1.51 | 3.72 | -1.63 | 1.94 | 1.37 | -0.29 | 1.29 | 0.12 | 3.32 | 0.27 | 2.24 | 5.51 |
| Standard Deviation(%) | NA | 2.73 | 3.53 | 3.19 | 3.04 | NA | NA | … | … | 3.03 | 3.03 | 3.89 | 3.49 | 3.00 | 1.57 | 4.59 | 2.03 | 2.63 | 2.06 | 3.48 | 3.79 | 3.09 | 2.32 | 2.46 | 3.22 | 2.02 | 1.74 |
| Draw Down(%) | NA | 2.29 | 2.58 | 6.61 | 10.97 | NA | NA | … | … | 2.29 | 2.08 | 2.12 | 2.58 | 6.49 | 1.21 | 10.97 | 0.82 | 4.62 | 0.67 | 4.77 | 4.77 | 3.29 | 4.69 | 2.10 | 4.49 | 1.58 | 0.63 |
| Yield(%) | 0.00 | 6.97 | 6.84 | 5.59 | 5.00 | 4.41 | 3.74 | … | … | 2.91 | 6.83 | 6.69 | 6.73 | 4.85 | 3.91 | 4.04 | 6.74 | 3.50 | 3.49 | 3.46 | 3.85 | 6.50 | 4.44 | 4.46 | 4.59 | 2.09 | 0.00 |
Data as of 06/10/2026, Common starting date is 08/07/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERSIX (EATON VANCE SHORT DURATION STRATEGIC INCOME FUND EATON VANCE SHORT DURATION STRATEGIC INCOME FUND CL) |
-0.26%
Feb 2013 – Feb 2016 |
0.89%
Mar 2015 – Mar 2020 |
2.19%
Sep 2012 – Sep 2022 |
3.40%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERSIX (EATON VANCE SHORT DURATION STRATEGIC INCOME FUND EATON VANCE SHORT DURATION STRATEGIC INCOME FUND CL) |
8.98%
Feb 2023 – Feb 2026 |
6.11%
Mar 2020 – Mar 2025 |
5.20%
Feb 2016 – Feb 2026 |
3.99%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart